Request a Signature
How do I request a signature?
Purpose: To teach you how you can request a signature for a document in BambooHR. Utilizing signature documents in BambooHR will save time for you and your employees by sending documents for signature and receiving signed documents electronically. This guide will help you understand how to initiate this process for a signature document.
Do you prefer hands-on learning? Our interactive guides will guide you through different aspects of your BambooHR experience. We have an interactive guide specifically designed to show you how to request a signature. You can use the link below to access this guide. All you need to do is modify the "REPLACEME" with your BambooHR subdomain, and you can get started!
https://REPLACEME.bamboohr.com/home?pendo=_uOveQ428G4de7bkWHyHC5LOWlA&step=-_NypbvyXNqJtpPDtwzTBslvNcs
Request a signature from a signature template
Go to the Files tab, hover over a signature template, and click on the pen icon.
You can find a list of current signature templates in the Signature Templates folder, or you can recognize a signature template by its purple template icon.
Send a signature request
- Send a signature request to: Type the name* of the employee(s) who need(s) to fill out and sign the document, or request a signature from all employees. You can also start typing in one of your Locations or Access Levels and send by groups that way. Please note that an employee must have access to BambooHR for you to request a signature.
- Each document will also require signatures from: This shows a requirement for the additional signer(s) to fill out the document's fields and sign the document.
- Message to Signers: A pre-filled message will appear for the signers, but you can customize the message when needed.
After you set up the signature request, click Send Request. A green Signature request has been sent to 'Employee Name' banner will appear and the first signer will receive an email notification about your signature request. Please note that it will say the request was sent to the employee regardless if they are the first signer or not, however, it will still follow the signing order set up in the template.
*In the Send box, you can send a document to the specific employees you named (you can type in multiple employees within one request), users in an entire access level, or employees in a specific location. The document will send to any employees matching the set criteria.
Please note that the system will automatically cancel any requests that are pending for more than 180 days. You can resend the request if it is still needed.
If an employee whose signature has been requested is terminated, and they are the only signer added to the signature template, the signature request will be automatically canceled. The signature request will no longer appear in the Signed Documents report for that particular signature template.
If a multi-step signature request is pending, and the terminated employee is still an attached signer, you cannot correct the pending signature request. Instead, you will need to cancel the request and change the signature template before sending a new one.
BambooHR's e-signature feature has been designed as a secure platform that adheres to U.S. electronic signature laws. By not allowing the document to be changed or altered by anyone other than the original signers, the process ensures accuracy and avoids fraud on important legal documents.