In the "Adding Documents Overview," we mentioned that there are three types of documents you can upload in Humi:
- "Offer Letter" templates – has customizable fields, so you can reuse them multiple times for different candidates.
- "Signing" templates – a reusable document that requires signatures from assigned employees.
- "View-Only" documents – a non legally binding document that employees can view or acknowledge.
This article will go through each document type in more detail and provide instances of when each should be used.
Note
Unfortunately, you can't create a document from scratch in Humi, and all documents must be uploaded as a "PDF" file.
"Offer Letter" templates
You can use an offer letter template to save time instead of creating a new offer letter from scratch each time you hire a new applicant.
Offer letter templates allow you to create templates that you can use multiple times to quickly generate offer letters for your various job postings.
Formatting your offer letter documents and setting up using the template editor takes a bit of effort, but it pays off! To help you get started, check out this step-by-step guide on setting up your offer letter templates.
"Signing" Templates
For documents requiring one or more signatures, you can use a "Signing" template to gather all signatures directly in Humi.
When creating your signing documents, leave blank spaces in the fields where signatures are required. That way when you upload it into Humi, you'll have the space available to drag and drop "signature" fields onto your document.
If the document requires multiple signatures, you can select up to three cosigners per signing template.
When the template is complete, you can assign it to the employee(s) to review and sign.
Learn how to set up a signing template here.
"View-Only" Documents
"View-Only" documents can only be viewed by employees and, if assigned, requires them to "acknowledge" the document after reviewing it.
Typically, companies use view-only documents for workplace health and safety policies, training guides, or any other general documents that require employees to acknowledge that they've read and understood the information but don't require a signature.
Employee-Specific Documents:
If you have employee-specific documents, you can upload them directly to the employee's profile as a way to store their documents.
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