By activating our integration with DocuSign, you'll be able to add triggers that automatically send documents to your candidates for them to e-sign. Automate your recruitment process by automatically sending out the employment contract to your soon-to-be new colleagues!
To enable the integration between DocuSign and Teamtailor, you connect your existing DocuSign account to Teamtailor through our Marketplace page. Head over to Marketplace→DocuSign and click Activate. A permission request window will open up where you click Accept. Just like that, you've set up the integration! 👏
When you add the trigger in Teamtailor, you will be able to select which DocuSign template to use. Manage these templates in your DocuSign account, under Templates.
You can set up the signing order for the document. All people added to the templates signing order will receive the document for signing when it's triggered to the candidate.
In config, you have to choose a template, and a DocuSign signing role
The signing role name needs the candidate placeholder in Docusign.
Simply create a new recipient, enter the input name and leave the remaining fields empty
You can use a placeholder in your DocuSign templates that automatically get populated with the candidate's data from Teamtailor. These are the place holders you can use:
tt_candidate_nameautomatically gets filled with the candidate’s name
tt_candidate_emailautomatically gets filled with the candidate’s email
tt_candidate_phone automatically gets filled with the candidate’s phone
- Any custom field can be automatically added as well using the convention
xxxxis the namespace of your custom field in Teamtailor). As an example, if you have a custom field called
salaryin Teamtailor, you can use the placeholder
tt_cf_salaryon your DocuSign template.
Set up the workflow in Teamtailor
The DocuSign document is automatically sent to the candidate via a trigger you add to a stage in the recruitment process.
To add the trigger, go to the stage where you want the event to happen. There you can click Triggers (1) and then add it to the stage you want by clicking the big plus ✚ (2).
Select Send document DocuSign and add the DocuSign template you want to use, and add the trigger. Now every time you move a candidate to this stage the selected template will be sent for e-signing to the concerned parties.
💡 If you want to add the same Send document trigger on this stage on several jobs, make sure to add it to the stage in your job templates. To do so, have a look under Settings -> Job templates and add this trigger to the job template you want to use it for. See more here.
As soon as the document is triggered, you will be able to track it right in the candidate's profile in Teamtailor. When all signing parties have signed the document, the status changes from pending→completed.
Automatically move candidate when the document is signed
When you set up the trigger, you will be able to check a box for Move candidate when complete. This means the candidate will automatically be moved to the stage you added under Hired.