With multiple use cases for increasing engagement and layering policy acknowledgements within any document on AirMason, our Checklist template plays a dual role in both interactivity and compliance.
Uses for this feature:
Create fun reminders/checklists to keep employees engaged through lengthy/wordy documents
Check off must-have/must-do items and tasks prior to collecting an electronic signature
Collect acknowledgement of specific policies or pages within a document - an alternative to initialling
Reiterate learning/comprehension on important sections or pages
Gather electronic signatures on multiple legal acknowledgements within one handbook (i.e. Acknowledgement of Anti-Harassment Policy, Acknowledgement of Non-Discrimination Policy, Acknowledgement of Non-Disclosure Agreement etc.)
Showcase crucial clauses/excerpts and cover legal bases
Read on for a step-by-step breakdown on achieving the above.
Checklists are a fun way to keep your team engaged with the document they're viewing on AirMason. This element of interactivity is a simple but effective way to keep eyes on the page and interest at a high. Think about uses for this such as completing an onboarding checklist, checking off important tasks, or just a quick check in mid-handbook.
You can also use this tool for compliance. Choose to disallow the employee to sign until they've checked off every item, ensuring they have completed necessary steps/tasks to electronically signature the document (optional).
Add a new page in your handbook using the Checklist template. Click into each text box to insert your content as wanted/required. Use the arrows to shift the order of the text boxes, and the X buttons to remove if needed.
2. Customize the look of the page under the Style tab:
3. Choose your checklist settings under the Style tab, including whether or not to force checklist completion prior to allowing a signature to be collected (optional).
3. Check it out in preview mode to see how it looks and works!
Individual Page/Policy Acknowledgements (Initialling)
If you're collecting signatures on your AirMason document and would like to layer in acknowledgement of particular pages or policies within that document, the Checklist template is your go-to.
Think of it like initialling. Adding a singular, must-click box onto the page allows you to ensure the employee has specifically acknowledged that page or policy, before they'll be able to give their electronic signature.
Add a new page in your handbook using the Checklist template. Click into the top text box to insert your content/policy as required.
2. Use the X button to remove all but one of the text boxes.
3. Insert the wording you'd like to use for the "initialling"/acknowledgement of this specific page/policy in the remaining text box. For example:
4. Go to the Style tab.
5. Click to expand the "Progress bar settings", then click to toggle "Make checklist completion required" on (this tells us that the employee cannot sign without having ticked the box). In the same spot, you can also choose to hide the progress bar (optional).
You can also customize the colours/design of the checklist itself under the "Custom Colors" heading.
Now, when you publish the handbook with signature collection turned on (support article on how to do this), employees must check the box on this page to be allowed to sign the document. Once they have checked this box (and any other pages set up in the same way; you can have as many of this template as you need in the document), they will be prompted to sign.
Multiple Signature Acknowledgements
AirMason's electronic signature collection and automatic reminder features automate the process of chasing down employees' signatures on your important documents. Now, with Checklists, you can include multiple legal acknowledgements for any document.
Layering HR and legal compliance. Use the Checklist template to provide more than one legal acknowledgement, with the ability to force every box to be checked off prior to the employee being able to sign.
Add a new page in your handbook using the Checklist template, then click into the first text box on the page and insert your heading or opening text.
2. In each text box, insert your acknowledgement text as required. For example:
3. Go to the Style tab, then click "Progress bar settings". Toggle "Make checklist completion required" on (this tells us that the employee cannot sign without having ticked each acknowledgement); hiding the progress bar is optional.
Now, when you publish the handbook with signature collection turned on (support article on how to do this), employees must check every box on this page to be allowed to sign the document. Once they have checked this box (and any other pages set up in the same way; you can have as many of this template as you need in the document), they will be prompted to sign.
Checklist Settings Overview
It's possible to use this AirMason handbook page template as both a simple, fun and interactive element to your document, or as a tool which requires completion before allowing your employees to electronically sign the document.
Here's how to change your AirMason Checklist settings, along with a look at how it will appear and operate for an employee viewing the document.
Quick jump to:
For more questions, ideas, or use cases using the AirMason Checklist template, get in touch with the Customer Success team.