Adobe Sign - Forms - F3.6A Leave and Overtime

The F3.6A Leave and Overtime Form is available for use on Adobe Sign. These instructions are for using the Workflow.

Starting the Workflow

  1. Click the Start from library button. (See Figure 1.)
    Fig. 1: Adobe Sign Home Page
    A screen capture of the Adobe Sign home page.
  2. Select Workflows on the left navigation. (See Figure 2.)
    Fig. 2: Adobe Sign Template and Workflow Library
    A screen capture of the Library showing available templates and workflows.
  3. Under Account Workflows, select Payroll – F3.6A Request for Leave and Overtime – Self-Fill or Admin-Fill. If you are filling the form out for yourself, select Self-Fill. If you are filling out the form on behalf of someone else, select Admin-Fill.
  4. Click the Start button.
  5. The workflow kickoff screen will display and the instructions for the form will be displayed under the title. (See Figures 3 and 4.)
    Fig. 3: Assign Requester and Approvers - Self-Fill
    A screen capture of the workflow kickoff screen used to identify who needs to sign the document
    Fig. 4: Assign Requester and Approvers - Admin-Fill
    A screen capture of the workflow kickoff screen used to identify who needs to sign the document
  6. For self-fill, you will see “Myself” listed as the Requester. For admin-fill, enter the email address of the employee whose data will be in this form.
  7. Under Supervisor, enter the supervisor’s email address.
  8. If you want the signed copy to go to your department's administrative assistant or another recipient, add their email address in the CC field.If you are that person, you will already get a copy and the system will not permit you to enter yourself in multiple roles.
  9. No other action is necessary, although you may choose to set a reminder under Options.
  10. Click the Send button.
  11. You will be taken to the form.

Filling Out the Form

  1. Fill out the form as usual.
  2. The form does not accept supporting documentation. Please send your supporting documentation to the proper person as per your departmental procedures.
  3. When you are done, click on the signature field labeled Click here to sign.
  4. Select your signature and click the Apply button. NOTE: If you have not created a unique, custom signature you can still draw, select an image, or use mobile; however, it will not save in your profile.  View instructions on configuring your signature.
  5. If you have completed all required fields, you will be prompted to sign the document at the bottom of the screen. When ready, click the Click to Sign button. (See Figure 5)
    Fig. 5: Click to Sign
    Screen capture of the click to sign button and agreement
    NOTE: Some people have reported that the Click to Sign button is not always fully visible when the browser window is maximized. If this happens to you, you can click the restore down icon Restore Down Icon in the upper right corner of your browser window. You should then be able to see the button. Please notify IT Services if you experience this problem.
  6. After signing a confirmation screen will display.
  7. Your supervisor will receive an email from Adobe Sign informing them that their approval is requested on the document.

Approving the Request

  1. You will receive an email from Adobe Sign informing you that your approval is requested on the document. The from address of this email will be formatted as Employee Name <adobesign@adobesign.com>.
    Fig. 6: Email - Review and Approve
    Screen capture of email sent to approver with link to review and approve
  2. Accessing the document
    1. Accessing the document via the email link
      1. Click on the Review and approve link in the email.
      2. When prompted, enter your email address and click Continue.
      3. If prompted, select Work or School account.
      4. Log in with your LSCPA credentials
    2. Accessing the document directly in Adobe Sign
      1. Access Adobe Sign through MyLSCPA  or...
      2. Using a web browser, navigate to https://lamarpa.na2.documents.adobe.com/account/homeJS
      3. Enter your email address and click Continue.
      4. If prompted, select Work or School account.
      5. Log in with your LSCPA credentials
  3. When you have completed your review of the document, click on the Start button to be taken to the Approval section.
    1. If you are the employee and someone else has started the form for you, click the acknowledgment checkbox.
    2. If you are the Supervisor, select Approved or Disapproved and then
  4. Click on the signature field labeled Click here to sign
  5. Select your signature and click the Apply button. View instructions on configuring your signature.
  6. If you have completed all required fields, you will be prompted to sign or approve the document at the bottom of the screen. When ready, click the Click to Sign or Click to Approve button. NOTE: Some people have reported that the Click to Sign button is not always fully visible when the browser window is maximized. If this happens to you, you can click the restore down icon Restore Down Icon in the upper right corner of your browser window. You should then be able to see the button. Please notify IT Services if you experience this problem.
  7. You will be taken to a completion screen. You may close your browser to click on Manage to see your Adobe Sign agreements.

 

 

 

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Details

Article ID: 16448
Created
Mon 10/2/23 10:06 AM
Modified
Thu 12/7/23 9:46 AM