MunaHR - Document Request - For Digital Signature 

1. Go to “Document Request” on the left panel
2. Click the blue button “Add Document Request”
3. Fill out the details on the page - Tip: Use your Document Request as a template by using a generic name like "Individual Employment Agreement" then this request can be used repeatedly.
4. Select Save 
5. Click “Add Document Completion Step” and complete the details.
6. Assign whoever is in charge of this document. Eg; manager or administrator.
7. Select “Save”
8. Click “Add Document Completion Step” and add the second step, being a request for the employee to review and sign the contract.
9. Assign to the employee
10. Select “Save”
11. Once you have completed the set-up you can now tag / assign to an employee from the employee list.
12. Select Save
13. Now go to “My Employment” at the top of the page
14. Then select “Documents” and go to “Draft Documents” where you will find the document you just set up.
15. Select the document and upload the file
16. Select “completed”
17. Then select “Save”
18. This file will go to your employee for review and signing

Extra notes:

Document request for signature can be used to have a variety of documents viewed and signed by your staff.  They include but are not limited to - Tip set these Document Requests up as standard templates to be used again.

• Contracts
• Position Statements
• House Rules / guidelines
• Health & Safety Policy updates

Offer Letter Example

Employment Contract Example