The AirMason pre registration feature was built to collect signatures on your important documents prior to employees having been onboarded. For the purpose of this tutorial, "onboarded" means they have been added to your HRIS as an active employee.
Our team will switch on the pre-registration feature for you. The handbook you would like to collect signatures on must be launched already and collecting signatures. To turn on pre-registration for a specific document:
Step 1: Go to Signatures, then hit the Preregistration tab, and click the "Allow pre-registration" toggle to enable pre-registration
Step 2: Choose which details you'd like to collect from incoming employees. They will also be required to input their name when signing. Hit Confirm
Step 3: Once enabled, this box contains the link you will need to share with employees during the onboarding process. This can be supplied manually or embedded into your HRIS as a step in the onboarding process. Click to copy the link
Step 4: As you share the pre-registration link above, new/incoming employess will be able to sign the document using their personal email address. Employees will be able to view the handbook, use the table of contents and the search feature
Step 5: To view pre-registered signatures, go to the Signatures page by hovering over the handbook tile, hitting Signatures, then going to the Preregistered tab
Step 6: Your signatures from preregistered employees will gather here under the Preregistered tab. Once your HRIS feed syncs and the employee is fully onboarded, i.e. their information has been brought into AirMason including their work email address, system will automatically find a match
Step 7: Click to view the details and, once you've confirmed that the record is the correct individual, hit Merge
Step 8: Go back to the active tab to see the merged signature record merged from the onboarding employee (personal email address) to the now-active employee (work email address). Moving forward, employees will be able to log in using their work email address including using single sign on if enabled.
