We are excited to announce an update to our Box Sign for Workday integration by introducing the ability to integrate seamless, secure e-signatures within the Workday Business Processes Framework, eliminating manual steps and duplicate data entry, and enabling joint customers to fully automate their most critical HR workflows in Workday, including recruiting, onboarding, and more.
With this release, Workday administrators can add a configurable Box Sign orchestration step directly into standard Business Process definitions. When a workflow reaches this step, signature distribution and review flows trigger automatically without the need for manual intervention. Document fields and placeholders will be automatically pre-filled with parent data from the Workday Business Process.
The Box Sign for Workday integration allows organizations to manage templates directly within Workday Business Processes, enabling users to map Workday field values to placeholders and manage recipients.
Additionally, a dedicated admin interface within Workday makes configuration effortless. Admins can view available Box Sign templates, template IDs, and field placeholders, manage template access permissions, and copy external identifiers directly for quick Business Process setup. Admins can also configure multiple template IDs on a single orchestration step. Workday conditions, such as employee country, dynamically determine which document is sent (e.g., triggering a US template vs. a Poland template automatically).
You can learn more about this new feature by leveraging the resources below: