Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Admin
The Authorising Signatory feature uploads a copy of you signature to the HR platform, and then you can nominate users who can have Sending Authority. What this means, is that if the users who have been granted Sending Authority create and send an HR Document to an employee, they can select the Authorising Signatory as the sender. The pre-uploaded signature will then be added to the document, so that the Authorising Signatory does not have to manually sign each Document; the Sending Authorities can do so on their behalf
Important
Only one user can store their digital signature within the HR platform.
Getting started
It is important that you select employees with a high level of trust in your company to be the authorising signatories for your organisation.
- Click the Settings menu.
- Click the Authorising Signatory submenu.
- Select an employee from the Authorising Signatory field.
- Click the Save button.
- Click the Settings menu.
- Click the E-signature set up submenu.
- Create your e-signature.
Helpful Hint
Only the authorising signatory can create the e-signature and assign sending authority.
- Sending Authority.
Helpful Hint
The field relates to who else can send documents on the authorising signatory's behalf.
Important
You can click the Upload button to import your existing signature pad. The recommended size for your upload is 300 x 100 pixels.
- Click the Save button.
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The assigned authorising signatory will receive an email asking them to create an e-signature.
Daily activities
There are various reasons you might need to change your authorising signatory or add to the list of sending authorities. You can do this any time via General Settings.
Warning
When you edit and then save a new authorising signatory, the platform will remove your previously stored signatory.
- Click the Settings menu.
- Click the Authorising Signatory submenu.
- Select an employee from the Authorising Signatory field.
- Click the Save button.
- Complete the following fields:
- Create your e-signature.
Helpful Hint
You will also receive an email prompting you to create these details.
- Sending Authority.
Helpful Hint
The field relates to who else can send documents on the authorising signatory's behalf.
Important
You can click the Upload button to import your existing signature pad. The recommended size for your upload is 300 x 100 pixels.
- Click the Save button.
- The assigned authorising signatory will receive an email asking them to create an e-signature.
Explore related content
- My assigned and uploaded documents This feature allows you to view contracts and documents assigned to you and agree to the contents by either using the electronic signature pad or uploading an image of your signature.
- My company policies The feature allows you to view and acknowledge your assigned policies and procedures. You can also use this feature to view your previously acknowledged policies and print a hard copy out for your records if needed.
Comments
how do you delete an authorizing signature - and not have it set up - so each signature is decided as each document is developed
Hi Lynda Davies, thank you for your comment. You can decide who needs to sign each of your documents. To do this, please refer to the "Workflow: Authorising Signatory" tab in the Further Information section of this article: How do I create, edit, and issue HR documents to employees via the HR platform? Thank you!
I want to add an authorizing signatory to all our policies, i can only seem to add it to HR Docs. It has a note at the bottom of some of our policies saying if it is an "unlocked pdf file" you can do this. Not sure what that means as it is only at the bottom of some of our policies - How do i do this?
Also i want to update like 2 words in a policy but i don't want to trigger email notifications for everyone. Hero AI tells me to delete it or archive the policy and re-publish but this just triggers notifications still - How do i update policies that are mandatory without triggering re-induction and acknowledgement?
Hi Chiara Sharpe, thank you for your comment.
I have raised a ticket with our support team who will assist you with your queries.
I spoke to an agent who said that it is not possible to add an authorizing signatory to a policy, but why does it say an authorizing signatory can be added only if the pdf unlocked.
Hi Chiara Sharpe, thank you for your message. Can you confirm where it says an authorizing signatory can be added only if the pdf unlocked? I can then check if this is in the right context or if it needs changing. Sorry about that.
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