The integration has been set up, and you have been informed about the setup of signing options. You are now ready to send it off using the integration.
In this article, we will go through the process of sending the documents. All documents sent through Elvium will also be delivered here when they are signed.
Sending contract for signing
Storage of signed documents
Status updates and overview of the contract progress
Sending contract for signing
The contract will be sent in the following manner:
- Click on the job position where the candidate is (in this case, I am using the job position 'Studentermedhjælper').
- Choose the candidate by clicking on the name
- Click on the three dots next to the candidate's name, and then select Prepare contract.
- Set Signature Provider to Visma Addo and choose a Signing workflow (If you have any questions about the available signing options, please refer to Elvium - Setup under Signing Flow Options).
- By default, the candidate will be displayed. Additional signers can be added using the ADD SIGNER function (these may include managers, directors, HR directors, etc. depending on your hiring process). Then click NEXT
- Upload the contract or select a contract template, and modify the text, fields, etc.
- After setting up and filling out the contract, you need to scroll all the way down to the bottom and click NEXT.
- Fill in the editable fields, if desired. You can navigate through them by clicking the arrow. Once you have filled in the fields you want (such as salary, start date, etc.), scroll down to the bottom and click NEXT.
- The contract is now ready to be send. Click on SEND TO CANDIDATE FOR REVIEW
The contract has now been sent to the candidate. They will receive an email directing them to Elvium, where they can review the contract and fill out selected information. The image below shows what it looks like for the candidate:
After completion, the recruiter will receive the contract again with the filled-in fields. The recruiter must then initiate the signature process (a mail will be sent to the recruiter):
After clicking SEND FOR SIGNING, the contract will be sent back to the candidate, who can now access a signing link to sign the final contract.
After signing, the contract will appear on the candidate's Elvium portal and with the recruiter under the employee.
Storage of signed documents
After signing, the signed contract will appear under the relevant candidate in FILES with the recruiter.
The contract will also be sent to the candidate via email, but it can also be found on the Elvium portal for candidates:
Status messages and overview of the contract process
You can keep track of the contract flow under Contract management and CONTRACT SIGNINGS. Here, you can follow the progress of the process, as well as whether the documents have been signed or rejected. If you want to delete the contract flow, click on the cross on the right-hand side in the Actions column.
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