This article explains how to review and sign a document with an electronic signature. You can receive signature requests for:

• Employee documents: Files added to an employee profile in Personio. 
• Work contracts for applicants: Job offer documents sent using Personio Recruiting.

Find out how to request employee signatures on documents, or how to use electronic signatures during the offer process. 

Before you start

• Employees with an Active status and a Personio login, or employees who have been invited to Personio receive signature requests in Personio. They can sign documents directly in the tool. If the document requires an advanced signature, they must complete a multi-step verification by entering a code sent to their email.
• Applicants, active employees without a Personio login, and employees with an Onboarding or Leave status get signature requests from DocuSign by email. They can sign documents using the email link. If an Advanced signature is required, DocuSign will ask them to verify their identity before signing. 
• To use electronic signatures through DocuSign, ensure that your organization allows access to DocuSign's domains and IP addresses. Check the allowlists section of DocuSign's trust center for the complete list. 

Sign an employee document

To sign an employee document as an active user in Personio, follow these steps:

1. Log in to Personio and open your Inbox. Find and select the signature request task.
2. The signature environment opens. Review the disclosure info, select the box to accept, and click Continue.
3. Review the document. Click where it says to sign, or drag and drop the signature field from the left onto the document.
4. If it's your first time using DocuSign, you'll need to adopt a signature. You can select a signature style, draw your own, or upload one. Click Adopt and Sign.
5. At the top, click Continue. 
6. If asked to confirm your identity, check your email for a code and enter it in Personio. 
7. Select the box to agree to the terms and conditions.
8. Click Sign.

You can see the status of your signature requests in the Documents tab of your employee profile. Administrators can monitor signature requests in the Automations area. 

Sign a document as an applicant, employee without a login, or onboarding/on leave employee

Applicants, active employees without a Personio login, and employees with an "Onboarding" or "On Leave" status can sign a document by following these steps:

1. Open the e-mail inbox associated with your application or Personio account.
2. Find and open the email from Personio via Docusign.
   • If you don't see it, check your spam folder for an email from "dse@eumail.docusign.net".
3. Click Review Document.
4. Read the terms and conditions, then continue. 
5. If the document requires an advanced signature, follow the steps to Verify your identity with DocuSign. 
6. Review the document. Click Start to sign, or drag and drop the signature field from the left onto the document.
7. If it's your first time using DocuSign, you'll need to adopt a signature. You can select a signature style, draw your own, or upload one. Click Adopt and Sign.
8. Click Finish. 

When everyone has signed, you'll get a notification email. You can open the email to see the signed document.

Decline a signature request

To decline a signature request, follow these steps:

1. Find and open the signature request.
   • As an active user in Personio: Log in to Personio and open your Inbox. Click the signature request task.
   • As an applicant, employee without a login, or onboarding/on leave employee: Open the signature request email you received.
2. On the signature page, review the disclosure info. You can decline in two ways: 
   • Before reviewing the document: Click Other Options > Decline, then Continue. Provide a reason and click Decline.  
   • After reviewing reviewing the document: At the top, next to Continue, click the down arrow > Decline. Follow the steps to finish declining.