Skip to main content
Document Templates help you manage the documents that are sent to new staff members during onboarding. Each template can be set up for electronic signing, download and reattach, or manual uploading by the manager.

​
Document Types:

​
Electronically Signed

Coming Soon

​
Download, SIgn and Reattach

For this type of document, as you are creating the document template, you upload a PDF that you would like the staff member to sign. When onboarding, the staff member will download the PDF, sign it manually in a way of their choosing, and will upload a completed copy back through Simplifi.

​
Uploaded by Manager

For this type of document, each time that a staff member is onboarded, the manager uploads a document specific to the staff member. After the onboarding starts, it behaves exactly like a download, sign and reattach document. The only difference is that a unique document is uploaded for every staff member. To build an document template:
  1. Navigate to Staff Onboarding Settings from the profile
  2. Press Document Templates
  3. Press New Template
  4. Enter in the template name, description and choose the document type.
  5. Press Save Template.

To use a document template, note that it must be added to a document set.