Overview
Updated 10/05/2021
This Adobe Sign integration (formerly Echo Sign) is for clients with a direct agreement with Adobe Sign and want to integrate with AviontéBOLD. This integration is not a part of the full Onboarding Solution.
Video
Setup
Preparing your documents
Sending from the Job Details Page
Job fields
Hire/Offer fields
Sending a Document from the Applicant's Profile
Applicant details
Job Details for any job the applicant is in progress with
Hire or Offer Details pulled from the candidate's offer or hire details
Form Fields
Tax Details
Contact information
Sending from the Company Profile
Refund and Conversion Schedules
Refund Schedule
Conversion Schedule
Video
The Avionté integration with Adobe Sign enables users to handle all paperwork (on-boarding docs, MSA’s, SOWs, etc.)
As both an Avionté and Adobe client you can benefit from the following:
- Accessibility from the Job Details Page, Applicant/Talent and Contact Profiles, and the Company Profile
- Email notifications for each action taken, i.e. when the document was received, viewed, and signed.
- Ability to leverage documents from both your Adobe Library, Documents Tab in Avionté as well as your computer.
- Auto-fill information, directly from Avionté into your documents, or pull important information from the documents, directly into Avionté!
Setup
Adobe Sign can be set up under our Partner Integrations page. Click 'Update' and connect via the appropriate User Type. You will log in using your Adobe Sign credentials.
Preparing your documents
Replace your document's verbiage with Avionté's fields so that Avionté can transfer and parse your data to and from your document. Essentially, they are used as unique identifiers between Avionté and the document.
Each Avionté page offers different fields and transfer options. The easiest way to start this process is to locate the page you intended on sending the document from and replacing the verbiage on your document with Avionté's fields.
Sending from the Job Details Page
The below Key outlines the available fields you may leverage when sending documents from the Job Details page - i.e an SOW.
Job fields
- Job Title: {{!COMPAS_Job_Title}}
- Manager Name: {{!COMPAS_Manager_Name}}
- Manager First Name: {{!COMPAS_Manager_First_Name}}
- Manager Last Name: {{!COMPAS_Manager_Last_Name}}
- Job City: {{!COMPAS_Job_City}}
- Job State: {{!COMPAS_Job_State}}
- Job Country: {{!COMPAS_Job_Country}}
Hire/Offer fields
- Currency: {{!COMPAS_Currency}}
- End Date: {{!COMPAS_End_Date}}
- Start Date: {{!COMPAS_Start_Date}}
- Notes: {{!COMPAS_Notes}}
- Bill Rate: {{!COMPAS_Bill_Rate}}
- Bill Rate OT: {{!COMPAS_Bill_Rate_OT}}
Sending a Document from the Applicant's Profile
The below Key outlines the available fields you may leverage when sending a documents from the Applicant's profile - i.e on boarding documents
Applicant details
- Current Date: {{!COMPAS_Current_Date}}
- First Name: {{COMPAS_First_Name}}
- Last Name: {{COMPAS_Last_Name}}
- Address1: {{COMPAS_Address1}}
- Address2: {{COMPAS_Address2}}
- City: {{COMPAS_City}}
- State: {{COMPAS_State}}
- Home Phone: {{COMPAS_Home_Phone}}
- Mobile Phone: {{COMPAS_Mobile_Phone}}
Job Details for any job the applicant is in progress with
- Job Title: {{!COMPAS_Job_Title}}
- Manager Name: {{!COMPAS_Manager_Name}}
- Manager First Name: {{!COMPAS_Manager_First_Name}}
- Manager Last Name: {{!COMPAS_Manager_Last_Name}}
- Job City: {{!COMPAS_Job_City}}
- Job State: {{!COMPAS_Job_State}}
- Job Country: {{!COMPAS_Job_Country}}
Hire or Offer Details pulled from the candidate's offer or hire details
- Currency: {{!COMPAS_Currency}}
- End Date: {{!COMPAS_End_Date}}
- Start Date: {{!COMPAS_Start_Date}}
- Notes: {{!COMPAS_Notes}}
- Pay Rate: {{!COMPAS_Pay_Rate}}
- Pay Rate OT: {{!COMPAS_Pay_Rate_OT}}
Form Fields
Form Fields can be added to your document when you need to obtain information from an applicant. Additionally, you can elect for Avionté to parse their responses back to their profile. This is typically used to gather tax information. The flow is as follows:
Add field to document > recipient sends their responses > Avionté parses the response back to their profile
If you would like the returned information to parse back to the profile, make sure to select the "Update Applicant Data" option within the Adobe flyout.
*Note: only users with Finance Admin access can view the applicant's full SSN and full birth date once filled out.
Tax Details
- Social Security Number {{COMPAS_SSN_es_:ssn}}
- Birthday {{COMPAS_BirthDate:Birthday_es_:isdate(format=yyyy/mm/dd)}}
- Allowances{{COMPAS_Allowances_es_:signer1:dropdown(options="0,1,2,3,4,5,6,7,8,9,10”)}}
- Filing Status {{COMPAS_Filing_Status_es_:signer1:dropdown(options=”Single,Married,Married: Higher Rate”)}}
- TC2C EIN {{!COMPAS_EIN}}
Contact information
- Current Date: {{!COMPAS_Current_Date}}
- First Name: {{COMPAS_First_Name}}
- Last Name: {{COMPAS_Last_Name}}
- Address1: {{COMPAS_Address1}}
- Address2: {{COMPAS_Address2}}
- City: {{COMPAS_City}}
- State: {{COMPAS_State}}
- Home Phone: {{COMPAS_Home_Phone}}
- Mobile Phone: {{COMPAS_Mobile_Phone}}
Sending from the Company Profile
The below Key outlines the available merge and form fields when sending documents from the attachments tab of a company profile i.e. an MSA
Company details
- Current Date: {{!COMPAS_Current_Date}}
- Agreement Owner: {{!COMPAS_Agreement_Owner}}
- Contact name: {{!COMPAS_Contact_Name}}
- Contact Title: {{!COMPAS_Contact_Title}}
- Company Name: {{!COMPAS_Company_Name}}
- Company Contract Markup {{!COMPAS_Company_Contract_Markup}}
- Company Perm Markup{{!COMPAS_Company_Perm_Markup}}
- Company Billing Terms {{!COMPAS_Company_Billing_Terms}}
Refund and Conversion Schedules
Refund and Conversion schedules can also be set up and pulled from the Categories tab:
Refund Schedule
- {{!COMPAS_Refund_Schedule_Time_1}} {{!COMPAS_Refund_Schedule_Amt_1}}
- {{!COMPAS_Refund_Schedule_Time_2}} {{!COMPAS_Refund_Schedule_Amt_2}}
- {{!COMPAS_Refund_Schedule_Time_3}} {{!COMPAS_Refund_Schedule_Amt_3}}
- {{!COMPAS_Refund_Schedule_Time_4}} {{!COMPAS_Refund_Schedule_Amt_4}}
- {{!COMPAS_Refund_Schedule_Time_5}} {{!COMPAS_Refund_Schedule_Amt_5}}
Conversion Schedule
- {{!COMPAS_Conversion_Schedule_Time_1}} {{!COMPAS_Conversion_Schedule_Amt_1}}
- {{!COMPAS_Conversion_Schedule_Time_2}} {{!COMPAS_Conversion_Schedule_Amt_2}}
- {{!COMPAS_Conversion_Schedule_Time_3}} {{!COMPAS_Conversion_Schedule_Amt_3}}
- {{!COMPAS_Conversion_Schedule_Time_4}} {{!COMPAS_Conversion_Schedule_Amt_4}}
- {{!COMPAS_Conversion_Schedule_Time_5}} {{!COMPAS_Conversion_Schedule_Amt_5}0}
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