In Bitrix24 e-Signature for HR, you can group employees by departments, projects, or any other criteria. This makes it faster to send the same document to multiple people at once.

For example:

• Employees from different departments need to attend a conference. HR sends the business trip document to the whole group at once.
• A cross-functional team includes members from different areas of the company. You notify everyone about a weekend shift or special task.
• A company has different branches or offices. A local policy or notice is sent only to employees in the relevant location.

Create an employee group in e-Signature for HR

1. Go to e-Signature for HR.
2. Click More.
3. Open the Employees section.
4. Select Employee groups.
5. Click Create group.
6. Enter the group name and click Create.
7. Open the created group and click Add employees.
8. Select employees or departments and click Save.

Edit or delete a group

Edit: Click the group name to add or remove employees.

Rename: Use this if the group’s purpose changes.

Copy: Use this to create a new group with a similar set of employees.

Delete: Remove the group if it’s no longer needed, for example, after a business trip is over.

Open the Menu (≡) and choose the action you want.

Send a document for signing

To send a document for signing to an employee group:

1. Go to e-Signature for HR > e-Signature for HR.
2. Click Create.
3. Choose a document from recently uploaded files or add a new one.
4. Click Continue.
5. Enter the company, provider, and representative details.
6. Select the employees who need to sign by clicking Groups and choosing the group.
7. Click Continue. If the group includes employees who refused to use e-Signature for HR, they won’t receive the document.
   Manage e-Signature for HR refusers
8. Make edits if needed using the editor blocks on the right, then click Continue.
9. Review the details and click Submit for signing.