Zoho People

Zoho Sign for Zoho People

Zoho Sign provides the option to integrate with Zoho People, the Human Resources Management software. Be it personal files, employment agreements, payroll documents, or appraisal documents, the HR department relies heavily on documents. Most of these documents are sent out to employees, signed, and returned, and need to be securely stored for the benefit of the company. The Zoho Sign extension for Zoho people simplifies this whole daunting process of paperwork into something much more manageable.

This section is divided into four parts:

  1. Pre-requisite
  2. Integrating Zoho People with Zoho Sign
  3. Get documents signed using Zoho Sign
  4. Disabling the Zoho Sign integration

Pre-requisite

A valid Zoho Sign account and subscription.

Integrating Zoho People with Zoho Sign

  • Log in to Zoho People.
  • Naviagte to Settings > Integrations.

  • You can find the Zoho Sign integration displayed on the Integrations page.
  • Click the Enable button.
  • If you already have a Zoho Sign account, the integration will be enabled immediately.
  • If you are new to Zoho Sign, you will be redirected to the Signup page of Zoho Sign to create an account.

  • Follow the onscreen instructions and complete the account setup process.

  • You will be redirected to Zoho People's integrations page. You can see the Zoho Sign integration enabled for you there.

Get documents signed using Zoho Sign:

  • Navigate to Files > Electronic Signature > Documents.
  • Click Send Document.

  • Upload the document that need to be sent for e-signature.
  • Enter the email addresses of the recipients.
  • If you want to send a copy of the document to anyone, enter their email address. 
  • Enter the document name.
  • Enter a message if you would like to add one.
  • Select an existing category or add a new category for this document.
  • You can set reminders and expiry if needed.
  • Click Send.

  • Click Continue.
  • Drag and drop the required fields.
  • Click Send.
  • Click Confirm.

To send a document to an employee:

  • Navigate to Settings > Forms and Services > Forms.

  • Click the required form. The form should have a File upload and Email address field.
  • Under Form Properties, check Enable Zoho Sign.

  • Next, click Organization, then select Employee.
  • Select the employees that the file should be sent to for e signature.
  • Click Send Document.
  • Select the file to be sent.
  • Enter the email addresses of the recipients. 
  • Enter a message if you would like to add any.
  • Select an existing category or add a new category for this document.
  • You can set reminders and expiration if needed.
  • Click Send.
  • Click Continue.
  • Drag and drop the required fields.
  • Click Send.
  • Click Confirm.

Steps to use Zoho People Mail Merge:

  • Click Settings, then select Employee.
  • Select the employees that you need to send the letter to for e-signing.
  • Click Send Document.
  • In the Send From section, select Mail Merge.
  • Select the respective template from the drop-down.
  • Fill in the required details.
  • Click Send.

Disabling the Zoho Sign integration:

Once the integration is enabled, there is no option to disable it as of now. We are working to provide this option soon.

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Write to us: support@zohosign.com