Jeffrey Fermin
February 8, 2024
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4 Min Read
E-Signature Best Practices for HR Departments
HR Advice

Employee signatures play a pivotal role in Human Resources (HR) processes and legal compliance, serving as a testament to the understanding, agreement, and acknowledgment of workplace policies, contracts, and procedures.

They form the foundational layer of mutual consent and are essential in documenting that employees have received, comprehended, and accepted the terms of their employment. This procedural cornerstone ensures clarity in agreements, protects both the employee and the employer, and upholds the integrity of HR practices.

In this post, we'll discuss the importance of obtaining signatures for different work documents, and how to implement an esignature solution, while also showing the process of how AllVoices handles eSignatures for workplace investigations and employee relations processes.

Why It's Important to Get an Employees Signature for Work Documents  

Accurate documentation is a fundamental element within Human Resources, and signatures on work documents authenticate that employees are fully informed about organizational expectations and their own responsibilities. HR use cases requiring signed documents include onboarding protocols, policy updates, performance reviews, and disciplinary actions.

When new employees join a company, their signatures on onboarding paperwork confirm that they understand the job role, company policies, benefits, and confidentiality agreements. This legally binding commitment is essential for protecting the organization's proprietary information and setting clear standards of conduct from day one.

Performance reviews, which typically involve assessments of employee work, goal setting, and feedback, repeatedly rely on signatures to indicate an employee's involvement in the evaluation process and their understanding of performance outcomes, expectations, and the steps necessary for professional development. In a similar vein, disciplinary actions taken by HR departments also require thorough documentation, including employee signatures to acknowledge receipt and comprehension of the issues discussed, the consequences, and agree to the plan of action set forward to correct said issues.

Implementing an eSignature solution modernizes these processes by providing a secure, streamlined way to capture, store, and retrieve employee acknowledgments with ease. This technology not only facilitates a quicker turnaround on paperwork but also ensures that critical documents are hard to dispute, as they bear tamper-evident indications of signing. In the digital age, eSignatures are becoming the standard for HR processes, reinforcing legal compliance and simplifying document management.

So, What Doesn’t Count as a Signature?

Not all markers or scribbles on a document can be recognized as a valid signature. For instance, an 'X' mark is generally not adequate unless it is explicitly allowed under certain conditions, such as accommodations for individuals who are unable to sign in a conventional manner.

Additionally, initials alone do not constitute a full signature and lack the formality required for important documents. It's also important to note that electronic indications of assent, such as clicking an "I Accept" button on a digital form, do not serve as signatures, though they may represent an agreement to terms.

True digital or eSignatures require a clear indication of the individual's intent to sign, paired with secure technologies that verify the signer's identity and the integrity of the consent. Without these elements, the authenticity and enforceability of the signature may be called into question, which can lead to legal disputes or challenges in affirming contractual obligations.

Employee E-Signature Best Practices

To ensure the validity and acceptance of eSignatures within HR processes, it is crucial to adopt best practices that harmonize with legal standards and provide a reliable audit trail. Employers should consider the following guidelines:

  • Use trusted eSignature software that complies with relevant laws and regulations, like the U.S. Electronic Signatures in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA).
  • Educate employees about the use of eSignature technology, including how to sign documents electronically and the significance of their digital signature.
  • Maintain transparency in the eSignature process by ensuring that employees are fully aware of the documents they're signing and the implications of their digital consent.
  • Keep thorough records of signed documents, including digital proof of the signature, timestamp, and the context in which the signature was made, to help substantiate the document's validity if ever challenged.
  • Review and update eSignature policies regularly to accommodate changes in technology and regulatory requirements, thus maintaining the integrity and enforceability of electronic records.

By following these best practices, companies can streamline HR operations while upholding the legality and credibility of electronic acknowledgments and agreements.

AllVoices ESignature for Employee Relations

AllVoices has added an eSign feature that exists within the industry-leading employee relations platform.  his new functionality, available to users of the Performance or Investigations tools, enables admins, managers, and viewers to handle documents more efficiently. With the ability to easily send, view, and manage eSigned documents, AllVoices addresses the critical need for a seamless document management solution in today’s fast-paced business environment.

The eSign feature is designed for flexibility, allowing users to add eSignature sections to documents and templates with a few clicks. Key templates come with embedded eSignature sections, simplifying the process for documents that require employee signatures. Sending documents for eSignature is straightforward, with features such as reminder sends and signing order management for documents with multiple recipients, enhancing the overall workflow.

Getting Signatures for Performance Improvement Plans

Securing signatures for Performance Improvement Plans (PIPs) is vital as it solidifies the agreement and understanding between an employee and management regarding the expectations and objectives outlined within the plan.

These signatures legally endorse the document, acknowledging that both parties have reviewed the content and are committed to the stipulated performance goals and milestones. The act of signing is not merely a formality but represents a physical manifestation of buy-in, and can enhance accountability, ensuring that both the employee and the employer are aware of their responsibilities in the improvement process.

Other HR Documents to Get Signatures for

Several other human resources documents require secure signatures to ensure compliance and mutual understanding. These include employment contracts, which lay out the terms and conditions of employment; non-disclosure agreements (NDAs) to protect proprietary information; and policy acknowledgments, ensuring employees are informed about workplace rules and guidelines.

Likewise, signed documents pertaining to employee benefits, such as health insurance enrollments and retirement plan selections, are also essential. They not only confirm an employee's choices but also provide a record that can prevent disputes in the future. These various documents form the backbone of the employer-employee relationship and are critical for the smooth operation of HR processes.

Here are some other eSignature providers

Here's a look at some notable eSignature providers:

PandaDoc

PandaDoc is a document management and eSignature platform that simplifies the signing process for both parties. It offers templates, drag-and-drop editing tools, and advanced analytics to streamline document creation and completion. PandaDoc also integrates with various business software, making it easy to manage documents across different systems. We should note that this is our partner for our eSign solution!

DocuSign

DocuSign is an industry leader in eSignature and document management. It provides a secure and legally-binding way to sign documents electronically, with built-in authentication measures to ensure the validity of signatures. Its user-friendly interface allows documents to be signed from any device, making it convenient for both parties.

Adobe Sign

Adobe Sign is another popular eSignature solution that integrates seamlessly with other Adobe products. Its features include customizable templates, automated reminders, and robust security measures. It also offers advanced analytics and reporting capabilities for businesses to track document status and identify bottlenecks in the signing process.

As technology continues to advance, more eSignature providers are emerging in the market, each with their own unique features and offerings. Ultimately, the choice of which provider to use will

HelloSign / Dropbox Sign

HelloSign provides a straightforward and user-friendly platform for eSignatures, emphasizing ease of use and efficiency. The service supports legally-binding signatures with a focus on simplicity, making it a good choice for smaller businesses or those that prefer a no-frills approach. HelloSign also features an API that developers can use to integrate eSignature functionality directly into custom applications, enhancing tailor-made workflows and processes.

SignNow

SignNow stands out for its affordability and user-friendly design, appealing to businesses of all sizes. It simplifies the signing process with features like one-click eSignatures, custom fields, and the ability to send documents to multiple recipients. Additionally, SignNow offers comprehensive mobile applications, allowing for effective document management and signing on the go, which is especially beneficial for professionals who are frequently traveling or out of the office.

ReadySign

ReadySign is designed to cater to those seeking both security and simplicity in their electronic signature solution. It emphasizes a secure signing process with a straightforward interface, ensuring that even users with minimal technical expertise can navigate and use the service effectively. With a keen eye on data protection, ReadySign adheres to stringent security protocols and provides users with detailed audit trails for every document signed. This eSignature platform, while perhaps less known than some of its competitors, is ideal for businesses prioritizing security without the need for complex functionality.

Improve Employee Experience With AllVoices

Implementing AllVoices significantly enhances the employee experience by providing a streamlined platform for communication and feedback, fostering a culture of openness and transparency. Its intuitive features, including eSign, empower employees with the tools they need for efficient document management, contributing to a more engaged and productive workplace.

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