Employment Agreement Generation
Employee agreements are business-critical documents that are often manually administered by the HR team. While it is common for this process to be managed using spreadsheets and mail-merges, this method still requires HR teams to engage in significant manual data entry which leaves room for human error and takes their focus away from the people and into the process. Subsequently, the employee experience is impacted too, requiring employees to engage with HR through manual workflows in collecting information and signing documents.
How Checkbox Solves Employment Agreement Generation
|Challenges||How does Checkbox address it?|
Manual Information Capture Process
This often leads to errors (e.g., missing information or signatures), resulting in several back-and-forth emails, multiple versions of agreements and significant time wasted on manual paperwork.
Checkbox’s form-based user interface is seamless and easy-to-use, allowing for digital employee information capture. Custom form validation and integrations with existing employee systems of record ensures that the correct and complete information is captured the first-time round. This significantly expedites the process while improving the employee experience.
Manual document creation can result in non-standard agreements
Checkbox eliminates the need for manual document creation by populating employee data into HR documents.
These documents are automatically customised and can feature conditional clauses – only the relevant clauses are dynamically inserted into the document and automatically numbered.
Bespoke agreements can also be generated and sent out using Checkbox’s bulk generation functionality, empowering HR teams to maintain high accuracy and low turnaround times even during busy periods. Learn more about Bulk Employment Letter Generation.
Once a document is generated, Checkbox can also facilitate e-signature workflows and automatic reminders.
Template Version Control
Checkbox’s no-code drag and drop studio empowers anyone to quickly build and deploy their solution in a matter of days, and make updates as required without needing IT.
These changes may include adding new remuneration policies, introducing approval checkpoints, and changing business logic.
Lack of centralized management and visibility
Checkbox’s customizable dashboard enables admins to seamlessly monitor and manage the status of all agreements, including signature status and a full audit trail of responses, and functions as a repository for all signed and finalized documents.
How Does Checkbox Automate This?
1. Collect or pre-fill employee details
Checkbox’s form-based user-interface allows new employees to quickly and easily provide their basic details, and can capture information dynamically depending on the employee’s role, pay grade etc. Checkbox also offers bulk-upload functionality to enable HR-led process initiation for current employees, leveraging existing data.
2. Generate a draft letter or agreement for HR/Hiring manager review
Any approvals required from HR supervisors or hiring managers can be seamlessly captured using Checkbox’s human-in-the loop workflow functionality. Approvers can be sent a draft letter, which they can approve, edit or send back for further information.
3. Automatically determine the necessary approval path for your document
Checkbox’s complex calculation engine will automatically assign the document to the appropriate business stakeholders for review, and approval, with automated reminders.
4. Send a finalized document to employee for e-signature
Once finalized, Checkbox’s out-of-the-box e-sign integrations can be used to automatically send the document to all required signatories and cc’ed parties, before returning to the Checkbox platform as a fully signed agreement.
5. Monitor the status of all agreements and letters at-a-glance
Process administrators can use Checkbox Dashboards to manage and monitor the progress and audit trails of all letters and agreements. Dashboards also allow for bespoke analytics on data captured and time taken to support organizational efficiency initiatives.