Sapling - Acknowledgement Or Read-Only Documents

Introduction

Instead of uploading a document for e-signature, you also have the option to track what documents new hires have read and reviewed. There are 2 easy options for handling this in Sapling: 

1. Create an Acknowledgment form using Sapling Documents  

2. Create a New Hire Task and track the completion through Tasks

This article covers the following topics:

• Create an Acknowledgment Form
• Create a New Hire Task

Create an Acknowledgment Form

To use the built-in Sapling Document feature, you cannot add a new Document or Document Packet without a signatory element. However, there is an easy workaround for this. We suggest for Read-Only documents to add a signature element at the end of the document that includes a spot for the new hire to initial simply acknowledging that it has been read.

To add a new Document (single doc) or Document Packet (multiple docs), go to Administration Tools > Documents > new document.

Scroll to the end of the document. From there, add a text box that says "I acknowledge I have read this document", and add a spot for the employee to sign.

Once an employee has completed this document, you can visit this document anytime from their profile. From their profile page, click on Documents to see all that have been completed (or are still outstanding). You can also view document signature requests still open from Administration Tools > Dashboard > Documents.

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Create a New Hire Task

In your onboarding workflow, you can create a New Task outlining what the document is and why it is important, then attach the document to review to the task.

The new hire will then be assigned this task during onboarding (or any other workflow). You can then view this completed (or non-complete) task from any employee profile in the Task section - or straight from the Dashboard.