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INTRODUCING:	OFFERS	AND	ESIGNATURES
Presented	by
• Jonathan	Muller,	Senior	Product	Manager,	Jazz
• Lyla	Rozelle,	Customer	Success	Manager,	Jazz
#PaperlessProcess	@JazzDotCo
Quick	Housekeeping
• We	will	be	recording	the	webinar
• Chat	box	is	available	if	you	have	any	questions
• There	will	be	time	for	a	Q&A	at	the	end	
• Attendees	will	receive	a	copy	of	the	slides/recording	
• Twitter	hashtag:	#PaperlessProcess
#PaperlessProcess @JazzDotCo
Welcome	and	Introductions
Lyla Rozelle
Customer	Success	Manager,	Jazz
FUN	FACTS:
▪ Speaks	Russian
▪ Loves	pickles
HEADSHOT
Jonathan Muller
Senior	Product	Manager,	Jazz
FUN	FACTS:
▪ Speaks	Spanish
▪ Pittsburgh	transplant
▪ Huge	Science	Fiction/Fantasy	nerd
▪ Father	of	a	4-year	old	daughter
#PaperlessProcess @JazzDotCo
Agenda
• Introduce	Offers	and	eSignatures
• Key	Benefits
• Review	Customer	Success	Story:	KTA	Tator
• See	It	In	Action:	Live	Demo	
• Getting	Started
• Resources
• Q	&	A
#PaperlessProcess @JazzDotCo
Introducing:	Offers	and	eSignatures
• What	it	is:
•A	feature	allowing	you	to	easily	create,	store,	and	manage	all	of	your	pre-
employment	and	onboarding	documents	in	Jazz
•Why	it	matters:
•Now	you’ll	be	able	to:
•Seamlessly	eSign	and	create	eDocuments	within	Jazz
•Track	offer	statuses	in	a	secure	environment
•Use	from	day	one.	Completely	integrated	in	Jazz
•Eliminate	paperwork	and	completely	digitize	hiring	process
#PaperlessProcess @JazzDotCo
Top	5	Feature	Requests
• We	surveyed	customers	across	the	nation	to	find	they	had	very	similar	
needs:
#PaperlessProcess @JazzDotCo
Key	Benefits
• New	functionality	where	you	can	now	easily:
• Use	powerful	automation	and	electronic	documents	throughout	the	pre-
employment	and	onboarding	process
• Create	error	free	documents	using	our	customizable	Offer	templates
• Accelerate	time-to-hire	with	an	entirely	paperless	process
• Manage	and	store	all	candidate	files	all	in	one	place
#PaperlessProcess @JazzDotCo
Review	Customer	Success	Story:	KTA-Tator
#PaperlessProcess @JazzDotCo
The	Dynamic	Duo	at	KTA-Tator
Emily Pasquarelli
HR Specialist
Kimberly Rogers
HR Specialist
#PaperlessProcess @JazzDotCo
The	Bad	Guys
#PaperlessProcess @JazzDotCo
The	Secret	Weapon	
#PaperlessProcess @JazzDotCo
Automate	&	Digitize	the	Offer	Signing	process
✓ Reference	Check	Authorizations
✓ Paper	Applications
✓ Paper	Qualification	Tests
✓ Others
✓ Non-disclosure	agreements
✓ Employee	Covenants
✓ Conflict	of	Interest	Statement
✓ Others
Pre-Employment	Paperwork Onboarding	Paperwork
Not	just	offers.	Offers	are	only	one	part	of	new	hire	paperwork.
#PaperlessProcess @JazzDotCo
Automate	&	Digitize	the	Offer	Signing	process
Not	just	eSigning.	New	hire	paperwork	includes	a	lot	of	different	types	of	forms.
✓ Often	used	forms	and	documents	can	be	uploaded	and	
turned	into	eTemplates	with	a	variety	of	inputs
#PaperlessProcess @JazzDotCo
Jazz	Gathers	All	Docs	All	in	One	Place
#PaperlessProcess @JazzDotCo
Build	&	Test	eTemplates	for	Often-Used	Docs
#PaperlessProcess @JazzDotCo
Upload	&	Send	eDocuments	
#PaperlessProcess @JazzDotCo
Multi-purpose	functionality	to	accommodate	you
When	sending	eDocuments	out	for	completion	there	are	many	options.
Package	multiple	documents	of	various	types Sequenced	signing	workflows
#PaperlessProcess @JazzDotCo
Generate	Offers	for	eSigning
Easily	send	generated	offers	out	for	eSigning	from	within	Jazz.
Generated
Offer letter
inherits the
permissions of
the originating
offer data
#PaperlessProcess @JazzDotCo
More	Villains	Rear	Their	Ugly	Heads
Insidious	“Sensitive	Document	Creepers”…	sworn	enemies	of	HR	Heroes	
#PaperlessProcess @JazzDotCo
Jazz	Document	Privileges	to	the	Rescue
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Procrastinating	Candidates
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Automatic
Reminders,
Mobile Signing
Procrastinating	Candidates
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Anticipation
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Anticipation
Document
Viewed	Notifications
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Documentation	Hounds
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Documentation	Hounds
Carbon	Copy
Team	Members	on	
Fully	Executed	
Documents
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Budget	Cuts
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Ability	to	Cancel	
eDocument	Requests
Budget	Cuts
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Fatigue
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Fatigue
Automatically	
mark	signed	
eDocuments	
containing	
Offers	as	
Approved	
(Reporting)
#PaperlessProcess @JazzDotCo
New	Enemies	Emerge
Download	to	
preview	Offer	
Templates	
before	selecting	
them	for	a	
candidate.
Fatigue
#PaperlessProcess @JazzDotCo
KTA-Tator	is	Victorious	with	Jazz
Prologue:	Offers	&	eSignatures	helps	KTA-Tator	hire	a	legion	of	super	employees
#PaperlessProcess @JazzDotCo
Customer	Reactions
“Very	pleased	with	what	we	see.	This	has	everything	
that	we	need!”
-Kim,	KTA-Tator
#PaperlessProcess @JazzDotCo
See	it	in	action:	live	demo
#PaperlessProcess @JazzDotCo
Getting	Started
#PaperlessProcess @JazzDotCo
Resources
Next	Webinar:	Product	Deep	Dive:	Job	Creation	- July	27th	@	3pm
Additional	Resources
• Offers	and	eSignatures	Blog
• Offers	and	eSignatures	Product	Guide
#PaperlessProcess @JazzDotCo
Q	&	A
Q	&	A

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Eliminate HR Paperwork & Manual Processes