HR Document Automation
By MASA Consult
This template simplifies HR processes by automatically creating contracts, agreements, and evaluations using data from a Smartsheet database. Documents are seamlessly distributed for signature via DocuSign workflows, reducing manual effort and increasing efficiency.
Streamlined HR document generation using Smartsheet and DocuSign
Reduce manual effort in HR with automated workflows. Effortlessly generate documents like candidate contracts from your database, review them, and send for signature via DocuSign. Seamlessly integrated with Smartsheet, this solution triggers every step automatically, ensuring a smooth and efficient process.
HR managers can efficiently track all candidate data in an organized database, managing statuses, up-to-date contact details, and other critical information throughout the hiring process. Data can be filtered and sorted with ease, enabling the automatic generation of final documents when ready.
Generate finalized PDF documents that can be reviewed by internal teams or recruiters. The documents will be kept neatly organized, structured, and archived for easy access and compliance.
Once the document is approved and ready for distribution, the recruiter can easily trigger an automated workflow to initiate the DocuSign process. The data is seamlessly transferred to DocuSign, allowing the candidate to instantly receive the document for final review and electronic signature.
After the candidate receives the email and provides the required signature, the recruiter will be notified of the successful completion. All information is updated in the main database, and a dashboard provides a comprehensive overview of the hiring status, including the number of signatures received and the total number of finalized processes.