Every company's greatest asset is its people, yet the challenges of employee onboarding and document management often leave HR professionals drowning in a sea of paperwork. What they need is a sophisticated vessel that helps them navigate this sea with ease, convenience, and security, and that comes in the form of Zoho Sign + Zoho People integration. By centralizing document signing and personnel management, this powerful combination transforms HR processes into a smooth and collaborative experience, allowing HR to channel their time into what they do best—building a thriving workforce!
Why integrating Zoho Sign and Zoho People is a game changer?
Managing an organization's workforce is no easy task. The HR team wears many hats, whether it’s managing the employee lifecycle, drafting benefits policies, maintaining employee files, conducting employee wellness programs, and much more. What ties them together? Repetitive paperwork. The absence of an integrated system forces HR professionals to bear the brunt of juggling between multiple applications to manage documents, track signatures, and update employee records.
What are the main challenges?
Labor intensive
Manually preparing paperwork for each new hire can be cumbersome, error-prone, and time-consuming.
Lack of visibility
HR departments face difficulties tracking the status of the documents, leading to unnecessary follow-ups and confusion.
Fragmented workflow
Constantly switching between applications to get documents signed leads to inefficiencies, increased workload, a higher risk of errors, and misplacing documents.
Poor employee experience
Employees become victims of disjointed document signing processes, which negatively impact their experience.
Leap over these hurdles with an integrated eSignature solution
A unified system that integrates electronic signature workflows can resolve HR's troubles, streamline operations, and enable these departments to prioritize important initiatives over navigating multiple tools. Top benefits include:
- Smooth onboarding processes
- Automated workflows
- Document tracking and visibility
- Custom templates
- Centralized management
- Enhanced security
- Legal compliance
- More time for critical tasks
- Improved employee experience
What happens when you integrate Zoho Sign with Zoho People?
When Zoho Sign and Zoho People join forces, the convenience of signing electronic documents is brought to your human resources management system. Zoho Sign's secure electronic signatures coupled with the centralized HR platform is the ideal solution for efficient document signing and streamlined workflows, which will benefit HR departments and employees alike.
Send documents for signature directly from Zoho People
Draft, send, and store essential HR documents including offer letters, legal compliance forms, non-disclosure agreements, and more entirely within the platform. Stop chasing physical signatures or managing multiple applications and collect signatures from employees with just a few clicks. The automated signing workflow boosts employee efficiency by saving them valuable time and effort.
Create templates to simplify document creation
Drafting documents from scratch can be a huge burden. Now you can simplify this process by creating customizable templates to streamline document creation. These pre-built layouts are real lifesavers and can be designed for your frequently used documents. All you need to do is pick a template that fits your requirements, tailor it to your needs, and send it to employees across your organization.
Send documents for signature from employee forms
Store HR documents like salary offers, employment contracts, probation confirmation letters, and more that are specific to individual employees directly within each employee's form, or create customizable templates for sending them out for e-signatures. This can be achieved using three primary methods—file upload field, mail merge templates, and Zoho Sign templates. This gives you the flexibility to choose the method that best meets your requirements.
Track the status of documents directly from your HR portal
Keep your files at your fingertips, making them accessible from anywhere, anytime you need them. Track the real-time status of your documents, and if you need a closer look, simply click on the file to view the complete signing workflow. And, that's not all! You can also download a copy, recall a document if needed, adjust deadlines, and send reminders—all from within Zoho People.
E-sign documents right from your inbox
Eliminate downloads and app switching! This integration delivers documents for e-signing directly to inboxes, enabling employees to sign within seconds. They can also print or download the signed document right from their inbox. The ensures a faster signing workflow and makes the entire e-signing process a walk in the park.
Get your agreements signed quickly—all within Zoho People!
FAQs
Can I integrate my existing Zoho Sign account with Zoho People?
Yes, of course! You can use the Zoho People integration with your existing Zoho Sign account.
Do recipients need a Zoho account to sign documents?
Not at all! Recipients don't need a Zoho account to sign documents sent through Zoho Sign. They can sign documents directly from their inbox with just a few clicks.
Are the signed documents stored in Zoho People?
Yes, signed documents are automatically stored in the respective employee's profile in Zoho People. This ensures that all employee documents are centralized and easily accessible.
Which edition supports this integration?
The integration is available through the Standard, Professional, and Enterprise editions of Zoho Sign and all editions of Zoho People. However, some advanced features of Zoho Sign may be limited to specific editions.
Where can I find more information about the integration?
Head to our knowledge base for a comprehensive walkthrough of the integration and get clarity on any questions you may have.