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HR Documents, Policies and E-Signature

Letters, policies and contracts, signed without the printer

Issue HR letters, publish policies people acknowledge, and send contracts and offer letters for e-signature from one document library, with every signature tracked on the record.

  • HR letters and policies
  • E-signature and acknowledgement
  • 90+ prebuilt policies, 70+ contracts
BusinessHRM HR documents overview with pending signatures, policy compliance and documents awaiting signature
Signed, then storedEvery signature lands on the employee or contact record

What is HR document management with e-signature?

HR document management with e-signature is how a company writes, issues, signs and stores the paperwork around its people and clients: offer letters, contracts, policies and letters. BusinessHRM keeps the templates, the issued documents and the signatures in one place, so employees sign or acknowledge on screen and HR can see who has not.

What BusinessHRM does about it

BusinessHRM gives HR a template library with version history, so letters, policies and contracts start from one approved wording. You issue a document to a person and they e-sign or acknowledge it on screen, with reminders until they do. Signed copies land on the employee or contact record, a compliance tracker shows who is still outstanding, and employees find everything they have been sent under My documents.

Why teams go looking for documents and e-sign

  1. 01Letters get rebuilt in a word processor every timeSomeone copies last month's experience letter, changes the name, forgets the date, and prints it. There is no single template and no record of what was sent.
  2. 02Nobody knows who has read the policyA new leave or IT policy goes out by email. Months later there is no way to show who acknowledged it, and the old version is still in circulation.
  3. 03Signatures mean printing, scanning and chasingContracts and offer letters travel as attachments, come back as phone photos, and live in an inbox instead of on the record they belong to.

How documents and e-sign works

From template to signed record in four steps

The same flow works for a warning letter, a remote-work policy or a client contract.

  1. 1

    Library

    Start from a template

    Pick one of your templates, import a prebuilt one, or let the AI draft a first version. Every edit is kept in the version history.

  2. 2

    Issue

    Send it to the right people

    Issue a letter to one employee, a policy to a department, or a contract to a client contact. New hires can get a document pack automatically.

  3. 3

    Sign

    They sign or acknowledge on screen

    People open the document, read it and sign or acknowledge it. Reminders go out until they do.

  4. 4

    Record

    The signed copy is filed for you

    The signed document is stored on the person's record and in their My documents page, and the tracker shows who is still outstanding.

Every document, in one library

Real screens from the Demo Agency workspace. HR documents, policies, contracts and offer letters share the same sign-and-track pattern.

01

One HR documents hub

Pending signatures, policy compliance and recently issued letters on one page, with quick actions to issue in bulk.

  • Awaiting signature list
  • Policy compliance per policy
BusinessHRM HR documents overview with pending signatures, policy compliance and documents awaiting signature
02

Policies you do not write from scratch

Import from 92 prebuilt policies, including an employee handbook for each industry, then edit the wording to fit your company.

  • Preview before you import
  • Versions kept on every change
BusinessHRM Policies with published policies, versions, acknowledgement progress and an Import prebuilt policies button
03

Contracts that track their own status

See which contracts are awaiting signature, signed, expiring soon or expired, and send reminders from the same screen.

  • 73 prebuilt contract templates
  • Public signing link for the client
BusinessHRM contracts with counts awaiting signature, expiring and expired, and contract cards with value and status
04

Concerns raised safely

Employees can report a concern through the grievance register, anonymously if they choose. Cases get a handler, notes, files and a PDF export.

  • Grievance and safety registers
  • Configurable categories
BusinessHRM Report a concern form with subject, category, what happened, who the concern is about, when and where it happened
05

My documents, for every employee

Each employee sees the letters and policies sent to them, what still needs a signature, and the signed copies they can download.

BusinessHRM My documents page for an employee with a policy to sign and a joining letter to read

Issue your first signed letter today

Create a free workspace, import a prebuilt policy or contract, and send it to yourself to see the signing flow end to end.

What you get with Documents & E-Sign

Included on every plan, including the free Starter plan for unlimited users.

Template library with versions

Keep one approved wording for every letter, policy and contract, with version history and an AI draft to start from.

E-sign or acknowledge

Choose whether a document needs a signature or a simple acknowledgement, and send reminders until it is done.

Policy compliance tracker

See for every policy who has acknowledged the current version and who has not, and download a per-person PDF.

Document packs on hire

Bundle the contract, handbook and policies a new joiner needs, and send them automatically when they are hired.

Contracts and offer letters

Send client contracts through a public signing link and offer letters candidates e-sign before you countersign.

Workplace registers

Log grievance cases and safety incidents with handlers, actions, files and PDF exports, kept apart from day-to-day HR records.

What changes once it is running

  • Letters out in minutes, not an afternoonMerge the person's details into an approved template and send it, instead of rebuilding the document by hand.
  • Proof of who read whatAcknowledgements and signatures are recorded per person and per version, so an audit question has an answer.
  • No printing, scanning or chasingPeople sign on screen and the reminders do the chasing, so signed copies stop living in inboxes.

Who it is for

  • HR teams of one or twoPeople who issue letters, publish policies and chase signatures alongside every other HR job.
  • Agencies and service firmsTeams that send client contracts and want the signed copy on the client record, next to the project and invoices.
  • Companies with written policiesBusinesses that must show staff have read the handbook, health and safety or IT policy.

Software this replaces

Get documents and e-sign without paying for a separate tool, and keep the rest of your business attached.

See all comparisons
  • DocuSignCovers the signing step for letters, policies, contracts and offer letters built in BusinessHRM, without a separate subscription per sender.
  • Shared drives of Word templatesOne versioned library instead of copies of copies, with the issued document saved on the person it was sent to.
  • Policy acknowledgement spreadsheetsA live compliance tracker per policy version instead of a sheet someone updates by hand.

Documents & E-Sign questions, answered

Can employees e-sign documents in BusinessHRM?

Yes. HR letters, policies, offer letters and loan agreements can be signed on screen, or simply acknowledged when a signature is not needed. Reminders go out until the person responds, and the signed copy is saved on their record.

Can clients sign contracts without an account?

Yes. Contracts are sent through a public signing link, so the client signs in the browser without logging in. Reminders can be sent from the contract page.

How many prebuilt templates are there?

The library includes 92 prebuilt policies (with an employee handbook for each industry), 73 contract templates across industries and 60 offer-letter templates. You import them through the Import Prebuilt popup and edit them like your own.

Can I see who has acknowledged a policy?

Yes. The policy compliance tracker shows, for the current version of each policy, who has acknowledged or signed it and who has not, and you can send reminders from there.

Do new hires get their documents automatically?

Yes. You can set up document packs that are sent automatically when someone is hired, so the contract, handbook and policies are waiting in their My documents page.

Is there a way to report a grievance anonymously?

Yes. The workplace grievance register has a Report a concern form with an anonymous option. Cases get a handler, notes, files, status and a PDF export. There is also a safety incident register.

Paperwork that signs and files itself

Templates, policies, contracts and offer letters with e-signature and tracking, in the same workspace as your people and clients.

Free forever for unlimited users. No credit card required.