Set up signoffs

Meet compliance requirements by requesting that employees sign off on the job descriptions you’ve built and customized. Signoffs are managed on the job template. This means you can turn on signoff for some jobs but not others if you have multiple templates. Follow the steps below to turn on signoff and configure the settings to create a process that suits your organization.

Step 1. Turning on signoff

Turning on signoff enables you to send signoff requests for jobs using that template. Signoff is a manual process, so you don’t need to worry about triggering any automatic emails when you turn it on.

1. Click the gear icon on the top right of your screen.

2. Select General administration in the drop-down.

3. Click Job templates under Content in the side menu.

4. Click the Job descriptions template.

5. Click the three dot icon beside Job-signoffs.

6. Select Turn on in the drop-down.

Step 2. Setting the default due date

Due dates help you manage the signoff process. You can see who is overdue and send reminders to those employees. You can also override the default due date when sending requests to allow for holidays and special events.

1. Click the gear icon on the top right of your screen.

2. Select General administration in the drop-down.

3. Click Job templates under Content in the side menu.

4. Click the Job descriptions template.

5. Click Job-signoffs to open the side panel.

6. Enable or disable the Default due date setting.

7. Click 7 days to adjust the number.

Step 3. Setting the expiry date

Expiry dates are useful for setting up a cycle of signoffs. For example, some companies require that employees acknowledge their job description every year, even if the requirements haven’t changed. Use expiry dates to easily keep track of when signoffs need to be renewed. Turning on the expiry date only affects new requests going forward. Turning it off deletes the date for all unexpired signoffs.

1. Click the gear icon on the top right of your screen.

2. Select General administration in the drop-down.

3. Click Job templates under Content in the side menu.

4. Click the Job descriptions template.

5. Click Job-signoffs to open the side panel.

6. Enable or disable the Default due date setting.

7. Click 365 days to adjust the number.

Step 4. Customizing the signoff statement

The signoff statement is the declaration employees agree to stating that they’ve reviewed their job description and acknowledge its accuracy. The statement is displayed below the job and alongside the Submit button on the signoff task. We provide default wording that you can customize. Editing the statement wording only affects new requests going forward.

1. Click the gear icon on the top right of your screen.

2. Select General administration in the drop-down.

3. Click Job templates under Content in the side menu.

4. Click the Job descriptions template.

5. Click Job-signoffs to open the side panel.

6. Click Edit this statement.

7. Make your changes and click Save.