Partner: Penneo (e-Signing)

Learn how to automatically send documents to your candidates for e-Signing

Jelmer Stiekema avatar
Written by Jelmer Stiekema
Updated over a week ago

By activating the Penneo integration, you'll be able to add triggers that automatically send documents for signing to candidates.

Penneo Sign is a digital signing solution that makes signing easy, secure, and convenient. With Penneo Sign, you can sign digitally using national eIDs, automate processes through signing flows, and validate the identity of your signers in an efficient and compliant way.

Combine Teamtailor and Penneo to make signing documents fast and easy!

Getting started in Teamtailor

To enable the integration between Penneo and Teamtailor, you connect your existing Penneo account to Teamtailor through our Marketplace page.

First things first: collect your Client Key and Client Secret via your Penneo account. Go to Configure > Profile > API keys.

See image below.

Then go to your Teamtailor account and search for Penneo in the marketplace.

Step 1. Activate Penneo in the marketplace of the Teamtailor application

You will be redirected to the activations page in your Teamtailor settings where you can add your Penneo client key and client secret. Click 'validate credentials' and finish the installation.

Step 2. Add your Penneo client key and secret

Set up the trigger in Teamtailor

Now the integration is activated you can head over to one of your jobs in Teamtailor. From the applications view, you should click on the Triggers symbol (1).

Select the stage from which you want the transfer to trigger by clicking the ➕ (2) in that stage. Candidates that are moved to this stage will be automatically send the Penneo document you've uploaded.

Select Send Penneo webhook to add the trigger.

Complete the configuration by:

  • selecting the folder in Penneo where you want the document to be saved (Teamtailor shows all folders you have created in Penneo).

  • setting the title for the case file / document, this is the title under which the document will be saved in Penneo.

  • set the 'signer role' for the candidate. This is a free text field, and the value shows up on the document in Penneo. A signer role could be simply 'signer', or 'candidate'.

  • add the additional signers, for example the hiring managers. Follow the format:

    name: email, role

    For example John Doe:, hiring manager. The role is similar to the earlier mentioned 'singer role'. Each line (separated by an enter) is an additional signer. The order in this text box will also be the signing order (top line signs first, second line signs second, etc.). The candidate is always the last in order, except if you don't add additional signers.

  • upload the document you want to have signed.

  • decide if you want to enable 'insecure signing'. When enabled the signer can also sign by drawing a signature or typing a name. When disabled the signer is required to use an identification tool like BankID.

  • set the interval for the reminder. By default the signers are reminded after 4 days to sign.

Note: the required fields on the candidate card for the Penneo integration are first name, last name and email address. Without these fields the integration will return an error.

Using the integration

Candidates that are moved to the stage where the Penneo trigger is added will be automatically receiving a Penneo e-mail with the documents to sign.

On the candidate card in Teamtailor you will see the status (pending / completed). Once signing is completed you also get a direct link to the case file in Penneo.

Also in Penneo you can follow the progress and view the signed document.

What data is transferred?

Once the Penneo integration is triggered the following information will be transferred between Teamtailor and Penneo:

  • First name

  • Last name

  • Email address

  • Uploaded document

  • Casefile title

  • Additional signer name, email and role

  • Reminder email interval

  • Insecure signing option

  • Status of the case file

  • List of available folders

  • Link to completed case file

Need support?

Contact Teamtailor directly via:

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