Managing employee documents at scale can be a significant challenge for HR teams. Whether it's getting new NDAs signed, distributing policy updates, or tracking training certifications, the manual process of collecting and uploading documents to individual employee profiles can be time-consuming. In this guide, we'll show you how to automate this entire workflow using DocuSign and BambooHR, connected through Make.

What are the benefits of using this integration instead of BambooHR's built-in eSignature feature?

• Some companies require the use of their preferred eSignature software.
  • Organizations in industries with strict regulatory requirements may prefer other eSignature apps that have specific legal and compliance capabilities.
• BambooHR's signing flow is limited—it only allows the candidate to sign. You can't set up a manager or executive to sign first.
  • DocuSign offers advanced features beyond standard eSignatures, including conditional logic, templates for complex documents, and multi-party signing workflows.
• You may need to store copies of signed documents in multiple locations.
  • For example, you might want a copy in Dropbox or sent via email.

What This Automation Can Do

This automation will:

• Monitor DocuSign for completed documents
• Automatically retrieve signed PDFs
• Match documents with employee profiles in BambooHR
• Upload documents to the correct employee's profile
• Handle bulk document processing for your entire workforce

Use Cases

This automation is perfect for handling:

• Onboarding documentation
• Performance review sign-offs
• Policy acknowledgments
• New NDAs
• Contract renewals and amendments
• Training certification tracking