Add a universal recipient in CC for docusign offer letters

Instead of manually adding recipients to the CC email field for each individual offer letter, you can now allow admin users to configure specific emails in the Admin Console settings to automatically receive all signed offer letters.  This provides a streamlined onboarding process, ensuring the payroll department receives the necessary documents promptly, reducing the risk of delays and errors.

• Default on

Users

Roles with permission to view offers.

Requirements

• To enable Talent Tracking features within your environment, an additional license cost may be required. For more information and support, contact your dedicated Account Executive or account team.

• Docusign license and Docusign integration is a prerequisite

Needs addressed

• Market Need: Some workflows require forwarding signed offer letters. Previously, this was a manual effort that needed to be automated.

• Solution: The universal CC feature solves this challenge by allowing admin users to set up specific emails that'll receive all the candidate's signed offer letters.

• Use Case: For example, automatically adding the payroll department allows them to have the necessary documents for processing.

• Impact: After implementing this feature, a customer can expect to see improvements such as automated forwarding of signed offer letters to specific departments, streamlining the onboarding process, and reducing the risk of delays or errors.

For steps to set up this feature, read Configuring Universal CC Recipient for DocuSign Offer Letters.

Initial setup

Talent Tracking license customers will have access to this feature by default. Customers don't need to do anything to see this change in their Eightfold environment by the sandbox and GA dates.