E-Signature in the offer flow (Beta)

 

This article contains a detailed overview of the scope and process of the beta program of the new electronic signature feature for the creation of offers in Personio.

 

General procedure of the beta program

During the beta test, we continuously collect and evaluate feedback on the features as well as the user-friendliness of the e-signature function when sending working contracts to applicants. The beta program is only available for selected beta testers. You can find out more about our conditions of participation and the beta tests in general here

After the beta phase of about one month and the review of all customer feedback, the feature will be available for all Personio customers. Please note that participation in the beta program requires the use of the Recruiting and Productivity Plus package. If you would like to become a beta tester for the e-signature, please contact our customer service.

 

Scope of the beta test

E-Signature-Beta_en-us.png

The following functionalities are available in the current beta phase:

  • Creation of offer templates with placeholders for electronic signatures
    First, create templates for your working contract with placeholders for multiple signatures and set the order of the signers. 
  • Offer creation with electronic signature
    Create an offer with an electronic signature in the offer tab of an applicant profile and have it signed by all parties. 

Note that creating offers with electronic signatures is only available for employees with edit rights to assigned applicants in Recruiting.    

 

Outlook

In addition to the features made available to you during the beta program, we are continuing to work on providing the electronic signature for the document area in the employee profile.

The following features will be available in a subsequent beta test:

  • E-signature for employee documents with placeholders 
  • Simple e-signature for employee documents without placeholders

 

Feedback

As a beta customer, you have the opportunity to actively participate in the development of the electronic signature. Your feedback enables us to optimize the feature in a user-oriented way.

Please use the form below to send us your feedback directly so that we can analyze and take it into account during the current beta phase:

We look forward to receiving your feedback within the next two weeks so that we can consider your feedback during the beta test!

 

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