Bulk Sign Document in the ESS portal.

Help Document: Bulk Signing Documents in the ESS Portal

Purpose:

This guide provides a step-by-step checklist for employees and HR teams to bulk sign documents during the onboarding process using the ESS portal.

✅ Checklist Before Bulk Signing:

1. Employee Must Be in "Onboarding Initiated" Stage

   • Ensure the employee’s onboarding process has been initiated in the system core application.

2. Employee Should Log in to ESS Portal

   • The employee needs to log in to the ESS portal using their credentials.

3. Complete Onboarding Details

   • Once logged in, the employee must fill in all required onboarding details (e.g., personal, bank, education, experience information, etc.).

4. Add and Upload Signature

   • The employee must upload their digital signature under the profile section.

   • Note: The signature upload is mandatory for bulk signing functionality to work.

? Steps to Bulk Sign Documents:

1. Log in to the ESS Portal

   • Use the provided user credentials to access the portal.

2. Navigate to the "Document" Section

   • Go to the main menu and click on the  "Onboarding Documents"  and "Documents" section.

3. Click on "Bulk Sign" Option

   • In the document section, you will see a button labeled "Bulk Sign".

   • This allows employees to sign all required documents at once, provided the digital signature has been uploaded.

4. Confirm and Submit

   • Review the listed documents.

   • Click Confirm to apply your signature to all documents.

   • Once signed, the system will automatically update the status.

? Important Notes:

• Bulk signing will only work if the digital signature is already uploaded.

• If any mandatory onboarding detail is missing, the bulk sign option may not appear.

• The feature helps in avoiding manual document-by-document signing, saving time during mass onboarding.