How to Simplify Onboarding and Offboarding with SignNow

Do you find yourself struggling with the never-ending task of managing onboarding process paperwork? Look no further than SignNow's eSignature workflows to revolutionize your HR workflows. Learn how to simplify onboarding process, save time, and boost productivity, all with one solution.
How to Simplify Onboarding and Offboarding with SignNow
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Transcript

signNow is an award-winning electronic signature solution that allows you to quickly and efficiently eSign documents and collect signatures from recipients.

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Transparent pricing for full-featured plans. signNow offers subscription-based plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. signNow helps you comply with global security standards.

Hey, everyone. Welcome back to the SignNow video guide with a new helpful tip on how electronic signatures can transform your day-to-day document workflows.

0:15 - 0:52

The world is continuing to embrace remote working conditions across different industries. From small firms to multi-million dollar businesses, SignNow eSignature helps digitize and automate document processes, helping HR professionals reclaim working hours, cut costs, and eliminate hassle with eSignature workflows.

Optimize onboarding processes and increase employee satisfaction. Collect data and eSignatures from multiple job applicants, organize documents in groups so they can be easily shared, and securely store data ― from anywhere, using any desktop or mobile device.

0:53 - 1:00

Let’s take a look at how SignNow does the heavy lifting so that you can focus on your goals, not paperwork.

1:01 - 2:42

If you’d like to share a document via a short link without having to add signer email addresses, use SignNow to generate a unique URL and share it with your recipients. Every user that has the link can access a document and sign their own copy.

Signing links allow you to collect data and signatures by quickly sharing documents and forms on the web, in chats and messengers, or via email. Signers can access and complete your documents as long as the corresponding signing links are active.

Start by uploading your document to SignNow. Alternatively, use any document or template stored in your account. Add signer roles and fillable fields using the toolbar on the left. Click Save and Close to save your changes and return to the dashboard. Keep in mind that if you add one role, signers will be instantly redirected to complete the document in the SignNow editor. If you add more than one role, the person who follows the link will be authorized to define signer roles and send signature invites to the corresponding recipients.

To generate a new signing link, click Create Invite Link next to the document or template you intend to share. The link will appear in the pop-up window. Copy it and share it via any available communication channel. Use the checkboxes below the signing link to set the parameters for your signature invite. The person who follows your link will open your document in a browser tab where they can sign it online in seconds.

2:43 - 4:08

Let’s see what else you can do with SignNow.

There are two types of fields when creating a document in SignNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature.

Choose whether you’d like recipients to receive your invite in the order they’re signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.

Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.

Visit our Help Center if you need more help with SignNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.

4:09 - 4:31

Want to become a certified eSignature expert? Click the link in the top right corner to take one of our free courses.

Ready to save time and money? Then click the link in the description to start your free 7-day trial of SignNow!

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Introducing How to Simplify Onboarding and Offboarding with SignNow

In today's fast-paced corporate world, streamlining the onboarding and offboarding processes is crucial for every organization. That's where our comprehensive guide on "How To Simplify Onboarding and Offboarding with Templates" comes to your rescue.

At airSate Academy, we understand the challenges faced by HR professionals, managers, and employees when dealing with the complexities of employee transition. Whether it's welcoming a new hire or bidding farewell to a departing team member, our step-by-step guide will equip you with the tools and strategies to simplify and smoothen the entire onboarding and offboarding journey.

Our guide dives deep into the power of using templates to optimize these processes. By harnessing the potential of templates, you can save time, reduce errors, and ensure consistency throughout the employee lifecycle. We provide you with a collection of ready-to-use templates that cater to different stages and scenarios, making your job easier and more efficient.

From crafting well-designed employee handbooks and orientation materials to designing exit surveys and farewell documentation, our templates cover it all. They are thoughtfully created, taking into consideration the best practices in the industry, so you can rest assured knowing that you're utilizing templates that work.

But it doesn't stop there! Our guide goes beyond just providing templates. We offer invaluable insights on tailoring the templates to your unique organizational culture and needs. You'll learn how to customize the templates to reflect your brand, values, and processes, ensuring a personalized experience for your employees at every touchpoint. After all, a one-size-fits-all approach is a thing of the past!

Furthermore, we bring you expert advice on integrating technology into your onboarding and offboarding processes. With the right tools and software, you can automate mundane tasks, streamline workflows, and enhance collaboration, ultimately saving you time and resources. Our guide explores various software options and their features, empowering you to make informed decisions that align with your organization's goals.

So, whether you're an HR professional seeking to optimize your department's efficiency or a manager passionate about creating a positive employee experience, our guide on "How To Simplify Onboarding and Offboarding with Templates" is a must-have resource in your arsenal. Let us help you transform the way you transition employees and elevate your organization's success.

Visit airSate Academy today and take the first step towards simplifying your onboarding and offboarding processes with our expertly crafted templates. Together, we'll make employee transitions smoother, more efficient, and more impactful!

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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To access the video instructions on How to Simplify Onboarding and Offboarding with SignNow, you can visit the airSlate Academy website and navigate to the page dedicated to these instructional videos. Simply click on the video you wish to watch, and it will begin playing. These videos are designed to provide a clear and concise overview of how SignNow can streamline your onboarding and offboarding processes.

Yes, transcripts are available for the video instructions on How to Simplify Onboarding and Offboarding with SignNow. These transcripts provide a written version of the content covered in the videos, allowing users to easily refer back to important information or follow along without video access. You can find the transcripts on the same page as the videos on the airSlate Academy website.

The video instructions on How to Simplify Onboarding and Offboarding with SignNow are typically between 40 seconds to 1 minute in length. This concise format ensures that users can quickly grasp the key concepts and take immediate action to implement SignNow into their onboarding and offboarding processes.

No, you do not need an airSlate account to follow along with the video guide on How to Simplify Onboarding and Offboarding with SignNow. These videos are available for free access on the airSlate Academy website, allowing anyone to benefit from the valuable insights and instructions shared.

Yes, there is another guide available on the airSlate Academy website titled 'How to Simplify Onboarding and Offboarding with SignNow'. This guide provides complementary written content to further enhance your understanding and implementation of SignNow for onboarding and offboarding processes. It covers in-depth strategies, best practices, and step-by-step instructions to ensure a seamless and efficient experience for both employees and administrators.