
Workday and Docusign have partnered to bring seamless eSignature integration to the Workday platform. This partnership allows users to electronically sign documents within Workday, eliminating the need for paper-based signatures and manual data entry.
With Workday Docusign integration, users can access Docusign's eSignature capabilities directly from within Workday, streamlining the signing process and reducing errors.
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What is Docusign Integration
The Docusign integration is a powerful tool that helps organizations streamline their business processes. It's created and managed through the Workday Business Process Framework (BPF), which allows users to track and distribute the receipt of documents.
With the Docusign and Workday integration, you can automate the agreement process, eliminating the need to print, sign, scan, fax, mail, and file paper documents. This saves time and reduces errors.
The integration supports over 400 business operations, including HCM, student, payroll, and financial management. This means you can use Docusign to complete and sign forms, such as digital offer letters, all within Workday.
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Docusign Connect lets users send and receive e-signatures for HR, Finance, and Operations-related business processes. This keeps Workday as the system of record for your employee data.
The Docusign integration is designed to eliminate manual, paper-based processes, helping companies save money and reduce agreement turnaround time. It also increases compliance and boosts candidate and employee satisfaction.
Key Features and Benefits
The Workday Docusign integration offers numerous key features and benefits that can streamline your HR workflows. You can eliminate paper and manual processes, secure and compliant anywhere on any device, improve candidate and employee experience, and save time to spend on strategic initiatives.
With the integration, you can support sequential signatures on documents, leveraging the Review Document step powered by Workday's Business Process Framework. This feature is supported on both Workday Mobile and Desktop clients.
The integration enables you to share data between Docusign CLM and Workday by mapping values to objects. This allows for seamless communication between the two systems, making it easier to manage your HR workflows.
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You can automate agreement processes, such as offer letters, non-disclosure agreements (NDAs), benefits enrollment, contractor agreements, termination certificates, and more. The integration also enables you to send employee agreements in bulk, using the Docusign Bulk Send feature.
The integration also improves agreement compliance by storing and keeping a digital record of all signed forms directly in the Workday system. This ensures that all agreements are properly documented and easily accessible.
Here are some of the most common HR documents that the Docusign and Workday integration can help facilitate:
- Offer letters
- Non-disclosure agreements (NDAs)
- Benefits enrollment
- Contractor agreements
- Termination certificates
- State Tax Withholding forms
- Direct Deposit/Payroll agreements
- Compensation plans
- Employee Handbook acknowledgement forms
- Drug test consent agreements
- Confidentiality and security agreements
By using the Workday Docusign integration, you can reduce agreement turnaround times by up to 80% and improve the overall efficiency of your HR team.
Integration Process
The integration process between Workday and DocuSign is straightforward and efficient. You can use Zapier to connect the two platforms and automate various business-critical workflows.
With the integration, you can eliminate the need to manually enter applicant and employee data into contracts and agreement forms. This saves time and reduces errors.
To send bulk employee agreements, simply use Workday's integration with DocuSign bulk send. This allows you to send forms to multiple candidates or staff members with just one click.
All signed documents are stored securely in Workday, where you can view signature history and get a tamper-proof seal. This provides improved security and compliance.
The integration also enables users to make the most of each platform, enhancing the functionality of the Workday experience.
Impact and ROI
The impact of integrating Workday and DocuSign is significant, eliminating the need to manually enter data into contracts and agreement forms, and minimizing errors.
This integration also increases efficiency by allowing users to send bulk employee agreements with just one click, which is helpful for annual documentation, such as corporate policy modifications, seasonal recruiting, and benefit re-ups.
By reducing paper-based expenses, customers can see a fast return on investment, with turnaround times also decreasing.
All signed documents are stored securely in Workday, providing improved security and compliance, with users able to view signature history and get a tamper-proof seal.
This integration can also help reduce paper-based expenses, leading to a faster return on investment.
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Setup and Automation
Setting up the Docusign and Workday integration is a breeze, thanks to pre-built integration design and flexible deployment options.
You can save time and effort with these options, making it easier to get started.
The Workday Review Document phase in the Business Process Framework for eSignatures includes a configuration option for the DocuSign Workday integration once the tenancy has been set up.
This means you can easily configure the integration without needing to write any code.
With Zapier, you can integrate Docusign with Workday in just minutes - no code necessary.
To get started, choose a trigger, such as a "Click Agreed" from Docusign, to start your Zap.
This automated agreement process can help you manage the complete document signing process without leaving Workday.
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Use Cases and Integration
The Workday Docusign integration offers a wide range of use cases that can benefit your organization. With the integration, you can automate the agreement process, eliminating the need to manually enter existing candidate and employee data into contracts and agreements.
By leveraging automated workflows, you can simplify the HR process and get more done faster and more efficiently. This is especially useful for tasks like sending bulk employee agreements, which can be done with just one click.
The integration also enhances security and compliance by storing signed documents securely in Workday, where you can view signature history and get a tamper-proof seal. This ensures that your organization is in compliance with critical documentation requirements.
Some of the most popular use cases for the Workday Docusign integration include:
- State Tax Withholding documents
- Drug or alcohol test consent forms
- Payroll/direct deposit forms
- Benefits enrollment
- Contracting agreements
- Job analysis documents
- Non-disclosure agreements (NDAs)
- Compensation plans
- Termination forms
- Security and confidentiality documents
- Employee handbook documents
- Employee equipment inventory forms
- Employee invention agreement documents
By implementing the Workday Docusign integration, you can achieve a significant return on investment through reduced paper-related costs and faster turnaround times. In fact, Docusign customers report an average savings of $36 per document.
Get Started
To get started with the Workday DocuSign integration, you'll need to sign up and obtain a license from DocuSign, the third-party electronic signature service provider.
You'll need to take note of your Account ID, password, and integration system user name from DocuSign.
Your Workday administrator must enable the integration, which involves authenticating the DocuSign system and accessing the Edit Tenant Setup – Business Processes task.
Once enabled, users can utilize the pre-integrated service to obtain e-signatures for business processes related to HR, Finance, and Operations within your tenant.
The system of record for your employee data remains in Workday, but users can look up DocuSign on the Workday Community website for more information.
To access the setup details, navigate to Manage Workday > Documents and Electronic Signatures > Set Up Electronic Signatures.
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Configuring Integration
With Zapier, you can integrate everything from basic data entry to end-to-end processes.
You can connect Docusign and Workday to integrate crucial parts of your business.
This integration allows you to automate business-critical workflows, such as integrating data entry.
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Success and Connection
With Zapier, you can seamlessly connect Docusign and Workday, automating your workflow.
This connection allows you to streamline your tasks and save time by eliminating manual data entry and tedious paperwork.
Zapier makes it easy to integrate Docusign and Workday, ensuring a smooth and efficient workflow.
By automating your workflow, you can focus on more important tasks and increase productivity.
With the Zapier connection, you can expect a significant reduction in errors and delays caused by manual data entry.
This integration also enables you to scale your business more easily, as you'll be able to handle increased workloads with ease.
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