Adding a company signatory

Workstream allows company signatory to sign the onboarding documents electronically.

Janina avatar
Written by Janina
Updated over a week ago

You can add a company signatory when a company electronic signature is required on offer letters and other onboarding documents.

Through the Online Signing stage, Workstream can help you prepare the documents and set them up for the company signatory to sign electronically.

To add a company signatory, take the steps below:

STEP 1: From your Workstream dashboard, go to Positions.

STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the arrow down button next to the brand name to select a location.

STEP 4: Select a position then click the three-dotted line located in the last column.

STEP 5: Select Edit position.

STEP 6: From Stages, select the Online Signing Stage.

STEP 7: Select Add Document - Upload File. Follow the prompts to upload your document.

STEP 8: Select Company under Who do you want to sign this document?

STEP 9: On the dropdown list, select the name/s of the User/s or Role/s who you would like to sign the document. You can also add additional company signers.

Please note: If an employee is hired at a location that doesn’t have one of these roles assigned and is put in this onboarding process, a super admin will be automatically asked to complete the section instead.

STEP 10: Choose to Prepare Document.

STEP 11: Drag the signature label on the manager signature field, then assign it to the company signatory.

STEP 12: Hit Save.

NOTE: Once the company signatory is enabled, you will need to sign the document first before sending it out to the applicant. If the documents are not necessary to be signed electronically or, the company signatory is not required to sign on the document, it would be best to leave the company signatory box empty so you won't need to take further steps.

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