How to Generate Automated Apprentice Agreements with Integrated E-Signatures

Learn how to use our E-Signature integration to generate, sign, and store legally binding documents, like Apprentice Agreements, without ever leaving ApprentiScope.

Step 1. Navigate to an Apprentice's Reports tab on their Profile Details Page

Step 2: Click "Download Agreement" and then Select the Appropriate Agreement for Review 

Note: This allows you to select the Federal or State agreement you need and review a draft of the form to confirm it is fully and accurately auto-filled before it is sent out for e-signatures.  If it is not complete see "Agreement Data Fields" at the bottom of this article or speak with your Customer Success Manager.  

Step 3. Assign and Confirm Agreement Signatories 

Before you can send an e-signature request, you need to define who is responsible for signing the Apprentice Agreements (aka the Signatories).  This usually includes: 1) the apprentice, 2) the Sponsor, and 3) the Employer (usually optional).   Once signatories are set, they will not need to be re-set for each additional apprentice.

• Confirm that the apprentice's name and email are properly listed in the Apprentice box.
• Confirm that the sponsor signatory's name and email are properly listed in the Sponsor Signatory box.  If no contact or the wrong contact is listed, click the EDIT or ASSIGN button.  Doing so will take you to the Sponsor Details page, where you can click the Edit/Pencil icon in the top-right corner and input or edit the Signatory.    
• You can do the same for the Employer Signatory if it is required.  Clicking the edit button will take you to the Employer Details page to set the employer signatory. 

Sponsor Details Page (after clicking the edit icon)

Step 4. Send Document for E-Signature

Once signatories have been assigned/confirmed, click "Select Agreement" in the blue "Request Signatures" bar.  Once selected, it will automatically send the agreement to the apprentice and any signatories assigned.

After requesting signatures

 

Once you've sent the document for signature, all signatories (Apprentice, Sponsor, and Employer) will receive task notifications (via email & in-app notification) from ApprentiScope that contain the unique e-signature links, shown below.  PandaDoc is our e-signature platform of choice, so the URL will always begin with: https://app.pandadoc.com/s/

Note: Apprentices do not need to be authenticated to receive this notification and sign their agreements.  If they are, the need to sign the agreement will appear on their TASKS page (sample below).

Step 5. View & Download Completed Apprentice Agreement

Once the agreement is signed by all signatories, you'll receive a notification that it has been completed, and is ready to view and download.  Simply click the blue button that says Apprentice Agreement Completed to view and download the completed document.

Note: All agreements are also automatically stored in each apprentice's Files section of their Report tab.

Notifications menu

 

Apprentice Profile after Apprentice Agreement has been completed

Agreement Data Fields

If an agreement is not fully auto-populating, you may need to enter additional data in ApprentiScope.  Below is a Guide for the US DOL 671 Form to determine the data missing from the report and where to enter it in ApprentiScope.