How To Simplify Onboarding and Offboarding with Templates

Streamline employee onboarding and offboarding with signNow's eSignature workflows. Learn onboarding best practices that let you stay compliant with legally binding signatures and customizable templates. Manage eSignatures from anywhere for greater efficiency in your workflow.
How To Simplify Onboarding and Offboarding with Templates
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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.

What’s up, everybody. You’re watching another signNow video guide with the next tip on how electronic signatures can make your day-to-day document workflows paperless and stress-free.

0:15 - 0:46

NDAs, offer letters, onboarding new employees... Human resource administrators can spend hours managing repetitive documents and tasks. The demands can be overwhelming.

signNow helps human resources make essential tasks like hiring, onboarding, and employee benefit forms paperless, so that you can save money and time, decrease errors, increase compliance, and greatly improve employee and customer satisfaction.

0:47 - 0:54

Wondering how? Here are some tips HR teams can use to save time and money with signNow’s eSignature solution.

0:55 - 1:56

If you often collect signatures for similar documents, you don’t have to re-upload them over and over again. Instead, you can create templates for your most frequently used documents and simply generate a fresh copy whenever you need something signed.

Create a new template or document group template directly from the signNow dashboard. Click Upload and Create to upload a document from your device. Your document will be automatically saved to the Templates folder. Alternatively, you can select an existing signNow document and convert it into a template by clicking Make Template. In the new pop-up window, enter the template's name and click Create Template. Your document is now saved to the Templates folder where you can access it anytime, send it for signature, or generate a shareable signing link.

If you’re using signNow as a team, you can also view your team’s templates in the Shared Templates folder. To share a template with your team, click Share with Team and select the team you’d like to share it with.

1:57 - 3:20

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.

3:21 - 3:42

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

Want to try signNow for Free? Just click the link in the description and start working on your documents right away.

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Introducing How To Simplify Onboarding and Offboarding with Templates

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!

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To access the video instructions on How To Simplify Onboarding and Offboarding with Templates, simply visit the airSlate Academy website. There, you will find free access to pages with these videos. These instructional videos will walk you through the process of simplifying onboarding and offboarding using templates, highlighting the power of airSlate integrations and other product features. At the end of each video, you'll be directed to the related academy course for further learning.

Yes, there is a transcript available for the video instruction on How To Simplify Onboarding and Offboarding with Templates. The transcript allows you to follow along with the video and easily refer back to specific information. This ensures that you have a comprehensive understanding of the content and can reference it as needed.

The video instructions on How To Simplify Onboarding and Offboarding with Templates are typically 40 seconds to 1 minute in length. These concise videos are designed to provide you with a quick and efficient overview of the topic, allowing you to grasp the key concepts without investing a significant amount of time. This ensures that you can easily fit learning into your busy schedule.

No, you do not need an airSlate account to follow along with the video guide on How To Simplify Onboarding and Offboarding with Templates. These videos are accessible to everyone for free on the airSlate Academy website. Whether you're new to airSlate or simply interested in learning more about streamlining your onboarding and offboarding processes, you can easily access and benefit from these instructional videos.

Yes, there is another guide available on 'How To Simplify Onboarding and Offboarding with Templates'. In addition to the video instructions, airSlate Academy offers a comprehensive course on this topic. This course goes into greater detail and provides step-by-step guidance on utilizing templates to simplify your onboarding and offboarding processes. By exploring this additional resource, you can further enhance your understanding and implementation of these powerful techniques.