provide a seamless transition experience for your employees
How Does Checkbox Automate This?
1. Collect all the necessary information using dynamic smart forms
Use dynamic smart forms to collect all the information you need to automatically populate separation agreements. Harness conditional content and on-screen tips for an intuitive end-user experience, and build in data validation to boost accuracy.
2. Automatically generate separation agreements without engaging a lawyer
You can use Checkbox’s Word Add-In to create document templates. These are then automatically populated with information processed via smart forms to generate separation agreements.
3. Facilitate e-signature
Automatically send documents to be digitally signed by the relevant people. Checkbox integrates with e-signature such as Docusign and Adobe sign out-of-the-box to facilitate the signing of documents.
4. Escalate separation agreements to a lawyer if necessary
Use built-in decision logic to identify complexity and determine if it is necessary to engage a lawyer before automatically triaging the agreement to a relevant lawyer.
5. Centrally track progress and view data using dashboards
Gain data across all agreements and view their current status in real-time.