To send your online signing document, take the following steps:
STEP 1: Log in to your Workstream account, and go to Applicants.
STEP 2: Select the position you want to work on.
STEP 3: Select the stage the applicant is currently parked in.
In the event that you need to manually move the applicant from the previous stage to the next stage (which if ever is the online signing stage),
STEP 4: Choose the applicant that you wish to move to the online signing stage.
STEP 5: Click the three-dotted line located in the last column.
STEP 6: Select Move to stage.
STEP 7: Choose the online signing stage from the drop-down list.
STEP 8: Select Move and Send Signing Request.
NOTE: If the uploaded document includes the salary and the start_date tags, you will be asked to input the correct data for these before sending the document.
In the event that you need to resend the online signing document,
STEP 9: Choose the applicant that you wish to resend the document.
STEP 10: On the corresponding applicant, click the three-dotted line located in the last column.
STEP 11: Select Send signing request.
STEP 12: Choose Send.
NOTE: The SMS are usually being sent using short code 31063. If you wish to leave a contact number that applicants can reply back to, make sure that
hr_phone_number is selected from the list of predefined merge tags. You can enable this tag here.
Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at firstname.lastname@example.org.