EchoSign

The AdaptSuite EchoSign Integration is used to send onboarding documents to new candidates and receive their signed and returned forms. The initial document/form setup is performed by an administrator and transmission of documents/forms occurs at the candidate level.

Integrations Settings in System Settings

§  Before onboarding form requests can be sent to candidates the EchoSign connection information must be added to the Integration Settings segment of the System Settings profile.

§  A system administrator will need the master key, and web services url in order to set the integration flag to active.

§  This information can be found under account details on the EchoSign web site.

For additional details regarding setup, please refer to the System Settings Integration Settings topic.

General Administration Setup

§  The General Administrator will need to setup the login credentials and create form/policy records at the branch level.

§  From the Manage Partner Integration component the administrator will create a partner integration account for EchoSign with the user name and password and activate the account.

§  After establishing the partner integration account the administrator will need to authorize users to utilize the login credentials.

For additional details regarding setup, please refer to the General Administration Manage Partner Integration topic.

§  After establishing the login credentials the administrator will add forms (documents and policies) to the Manage Onboarding component for use across branches and throughout the system.

§  During the process of adding forms the administrator will set parameters for form group (Tax Documents, Client Requirements, etc.), hiring requirement (Required for Placement, etc.), location to store signed forms (within AdaptSuite or with Vendor) and # of required signatures to consider the form complete.

§  The final step in managing onboarding forms is to authorize the branches for use.

For additional details regarding setup, please refer to the General Administration Manage Onboarding topic.

Send Candidate an onboarding form request

§  Once onboarding forms are created and authorized for branch use those forms are ready to be sent to the candidate for signature.

§  From the Candidate’s Onboarding segment the user will use the Add Onboarding Record workflow to select onboarding forms to send to the candidate for review and signature.

§  Once the forms are added to the candidate record the forms are then transmitted to the candidate via an email workflow. There are two email workflow options but the EchoSign integration uses the Send Form Request workflow.

§  The candidate receives an email from the AdaptSuite application with a link to the form. After the candidate follows the instructions to sign the form EchoSign saves the document and returns it to the location specified in the Form Request record. I.e., in AdaptSuite or Vendor location.

§  If the form is sent back to AdaptSuite the Recruiter/Account Manager can then access the form, from the candidate record, to verify the signature and continue the onboarding/hiring process.

For additional details regarding setup, please refer to the Candidate Onboarding topic.

Assign Candidate with onboarding form request

§  The form features a hiring requirement that works as an assignment control. If this option is populated the user is presented with alerts if the onboarding form request is not completed or expired.

§  The alert options are a warning for incomplete forms or prevention of assigning the candidate to a contract job order.

§  Once the form request is cancelled or completed the workflow will complete without producing the alerts.