Migrate existing HR task templates and open HR tasks to e-signature
Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document.
Before you begin
Role required: sn_hr_core.admin
About this task
Important:
Starting with the Australia release, HR task types: Credential, E-signature (e_signature), and Sign Document are now deprecated and no longer supported or available for new activation. E-signature provides the latest experience for this functionality.
For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.
The Migrate HR e-signature tasks scheduled job migrates existing HR task templates and open HR tasks from the Credential, E-Signature, and Sign Document HR task types to the new E-signature HR task type.
| Pre-migration | Post-migration |
|---|---|
Before migrating to new HR task type for e-signature|\[Omitted image "e-signature-migrate-new-task-type.png"\] Alt text: After migrating to new HR task type for e-signature|
The associated document and signature configurations are also migrated to new or existing e-signature templates. If an e-signature template for the applicable document and signature configuration already exists, then the existing e-signature template is used. Otherwise, a new e-signature template is created.
| Pre-migration HR task type | Post-migration e-signature template |
|---|---|
| Credential | - Document type: Managed document - Signature type: Credential |
| E-Signature | - Document type: Managed document - Signature type: Signature |
| Sign Document | - Document type: HR document template - Signature type: Signature |
Finally, the HR task types for Credential, E-Signature, and Sign Document are disabled. Only the new HR task type for E-signature remains.
Procedure
Navigate to All > System Definition > Scheduled Jobs.
Open the Migrate HR E-signature Tasks scheduled job.
Click Execute Now.
Depending on the data you have, the migration may take some time.
- Existing HR task templates are updated to the e-signature task type and an e-signature template.
- Open HR tasks are updated to the e-signature task type and an e-signature template.
- HR task types for Credential, E-Signature, and Sign Document are disabled.