E-Signatures in BambooHR

The e-signature feature in BambooHR facilitates electronic documentation, allowing employees to fill out and sign documents online, which are then automatically uploaded to their profiles. To utilize this feature, users must first create a signature template, specifying required fields and the document's storage location. Once the template is ready, it can be sent to multiple employees for signatures. Employees receive notifications to review and sign the documents, which are then stored in the designated folder. Additionally, the Signed Documents report provides an overview of completed e-signatures and allows for reminders to be sent for pending requests. This process streamlines paperwork, reducing manual tasks for both employers and employees.

  • Oct 17, 2025
  • Knowledge

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E-Signatures in BambooHR
Article Text
This feature is included in the Core, Pro, and Elite packages.

How does the e-signature process work in BambooHR?

Purpose: To help you understand what functionalities are available with BambooHR's e-signature feature. Our e-signature feature allows you to create documentation that you can send to an employee to fill out and sign electronically, then automatically upload back into BambooHR. E-signatures is a great way to streamline your paperwork and take the manual labor out of the process for you and your employees.

Table of Contents

Create a signature template

To get started with e-signatures in BambooHR, you will first need to create a signature template. You can set the specific fields you need an employee to fill out when they sign a document. You can also designate which folder you would like the document to add to within the employee's Documents tab once the signing process is complete. 

Request a signature

Once you create a signature template, you can send it out to as many employees as needed. To do this, go to the Files tab, hover over the specific template, and click on the pen icon.

Complete and sign the document

An employee will receive a notification letting them know of your signature request. They can review and sign the document by going to their inbox in BambooHR. Once they sign the document, it will automatically upload to the employee's documents tab in BambooHR in whichever folder you designated when creating the template.

Signed Documents report

The Signed Documents report allows you to easily see when your employees completed e-signatures and send reminders for pending signature requests.

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