Working on a document task

Complete your document tasks from Employee Center.

Before you begin

Role required: none

You must have activated the Employee Center (com.sn_hr_service_portal) plugin.

Procedure

1. Navigate to All > Self-service > Employee Service Centre.

   Important: Alternatively, you can complete your document tasks by navigating to Self-Service > My Document tasks.

2. Select the To-dos page.

3. Work on any one of these document tasks that is assigned to you.

4. Fill and sign a PDF document
   Complete your document task by filling in the required details and submitting the PDF document.

5. Sign an HTML document
   Complete your document task by signing and generating a PDF copy of the HTML document.
6. Review a PDF document
   Complete your document task by reviewing a PDF document. Send your review comments to one or more participants who are working on the document.
7. Resubmit a PDF document
   Complete your document task by incorporating the reviewer's suggestions.

Parent Topic:Using Document Templates

Related topics

Using Document Templates: HR Service Delivery

Using Document Templates: Custom use case

Using Guided Tours in Document Templates