In this article you will learn how to assign your Custom Forms and Signature Pages to your Reviews.
From your HR Dashboard click the Employee tile.
Select Custom Form from the dropdown menu.
Click on the ‘+Assign Employee to Documents’ button.
Click on Process Type.
Click on the dropdown arrow under Process Type and select either Signature Page PDF or Custom Form to be assigned for signature.
Click on the Custom Form drop down arrow and select the Custom Form or Signature Page PDF that you want to send.
- You can only select a Signature Page PDF if you uploaded it to your Company Documents.
- You can only select a Custom Form if you requested that it be created and added to your documents. Additional charges may apply for Custom Forms.
In the example below, we have selected Signature Page PDF and we are selecting a PDF Document to attach the Review Summary for the employee Signature.
Click on ‘Save and proceed to Step 2.’
The Assign Employees to Custom Form/PDF Employee List Builder will open.