SAP Knowledge Base Article - Public

2382760 - How to configure Online Offers with eSignature/DocuSign - Recruiting

Symptom

How DocuSign can be integrated with SuccessFactors Recruiting Management? How DocuSign can be configured?

Environment

SuccessFactors Recruiting Management - All Versions

Resolution

Prerequisites
You must enable and configure Online Offer.
The customer must have a DocuSign account and contract.

Context
DocuSign offers all new DocuSign clients a trial period of sending 100 offer letters with unlimited users. DocuSign also provides a Demo instance for clients to test functionality.


Procedure
1. Navigate to Admin Tools -> Managing Recruiting Settings;


2. Check: Enable electronic signature for offer letters;


3. Select the eSignature environment (demo or production) and enter:
a. eSignature Company Account ID (from DocuSign account)
b. eSignature admin e-mail address (from DocuSign account)
c. eSignature admin password (from DocuSign account)

4. Navigate to: Permissions -> Recruiting Permissions -> Grant users the eSignature Sender Permission.


The recruiting user sees a warning if they attempt to create an online offer letter for a candidate who already has an offer letter for another job at the same company. When the candidate views their online offer, they will see an option to Accept and eSign where eSignature is enabled, along with the options to decline the offer or e-mail the recruiter.

If the candidate clicks Accept & eSign they can choose to sign the offer at a later time. If the candidate does not want to eSign the offer, they can decline the eSignature and contact the recruiter to sign a hard copy of the offer.

Once the candidate has accepted and eSigned the offer, the recruiting user can view the eSignature Offer or eSignature certificate by clicking on the appropriate link in the Offer Letter portlet. You can also view the candidate response and eSignature response status separately. ESignature is reportable. All other fields follow Online Offer reportability.

See Also

2081527 - Online Offers - Recruiting

2249798 - Error: Sorry your DocuSign login was not successful, please contact your System

Keywords

KBA , LOD-SF-RCM , Recruiting Management , How To

Product

SAP SuccessFactors Recruiting all versions