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New Hire Flow – Doc management

  • June 3, 2025
  • 0 replies
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Jessica Lane
Bobber

If non-admin employees will be triggering the New Hire Flow, make sure they have the right document request permissions. This ensures that any Read Approvals or eSigns included in the flow are successfully sent to the new employee.

 

What to check

In the relevant permission group, under People’s data, confirm the following settings:

  • Request read approval

     

  • Request eSign for employee

Without these permissions, the document steps in the flow won’t trigger properly.