1.
INTRODUCING: OFFERS AND ESIGNATURES
Presented by
• Jonathan Muller, Senior Product Manager, Jazz
• Lyla Rozelle, Customer Success Manager, Jazz
#PaperlessProcess @JazzDotCo

2.
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

3.
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

4.
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

5.
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

6.
Top 5 Feature Requests
• We surveyed customers across the nation to find they had very similar
needs:
#PaperlessProcess @JazzDotCo

7.
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

8.
Review Customer Success Story: KTA-Tator
#PaperlessProcess @JazzDotCo

9.
The Dynamic Duo at KTA-Tator
Emily Pasquarelli
HR Specialist
Kimberly Rogers
HR Specialist
#PaperlessProcess @JazzDotCo

10.
The Bad Guys
#PaperlessProcess @JazzDotCo

11.
The Secret Weapon
#PaperlessProcess @JazzDotCo

12.
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

13.
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

14.
Jazz Gathers All Docs All in One Place
#PaperlessProcess @JazzDotCo

15.
Build & Test eTemplates for Often-Used Docs
#PaperlessProcess @JazzDotCo

16.
Upload & Send eDocuments
#PaperlessProcess @JazzDotCo

17.
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

18.
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

19.
More Villains Rear Their Ugly Heads
Insidious “Sensitive Document Creepers”… sworn enemies of HR Heroes
#PaperlessProcess @JazzDotCo

20.
Jazz Document Privileges to the Rescue
#PaperlessProcess @JazzDotCo

21.
New Enemies Emerge
Procrastinating Candidates
#PaperlessProcess @JazzDotCo

22.
New Enemies Emerge
Automatic
Reminders,
Mobile Signing
Procrastinating Candidates
#PaperlessProcess @JazzDotCo

23.
New Enemies Emerge
Anticipation
#PaperlessProcess @JazzDotCo

24.
New Enemies Emerge
Anticipation
Document
Viewed Notifications
#PaperlessProcess @JazzDotCo

25.
New Enemies Emerge
Documentation Hounds
#PaperlessProcess @JazzDotCo

26.
New Enemies Emerge
Documentation Hounds
Carbon Copy
Team Members on
Fully Executed
Documents
#PaperlessProcess @JazzDotCo

27.
New Enemies Emerge
Budget Cuts
#PaperlessProcess @JazzDotCo

28.
New Enemies Emerge
Ability to Cancel
eDocument Requests
Budget Cuts
#PaperlessProcess @JazzDotCo

29.
New Enemies Emerge
Fatigue
#PaperlessProcess @JazzDotCo

30.
New Enemies Emerge
Fatigue
Automatically
mark signed
eDocuments
containing
Offers as
Approved
(Reporting)
#PaperlessProcess @JazzDotCo

31.
New Enemies Emerge
Download to
preview Offer
Templates
before selecting
them for a
candidate.
Fatigue
#PaperlessProcess @JazzDotCo

32.
KTA-Tator is Victorious with Jazz
Prologue: Offers & eSignatures helps KTA-Tator hire a legion of super employees
#PaperlessProcess @JazzDotCo

33.
Customer Reactions
“Very pleased with what we see. This has everything
that we need!”
-Kim, KTA-Tator
#PaperlessProcess @JazzDotCo

34.
See it in action: live demo
#PaperlessProcess @JazzDotCo

35.
Getting Started
#PaperlessProcess @JazzDotCo

36.
Resources
Next Webinar: Product Deep Dive: Job Creation - July 27th @ 3pm
Additional Resources
• Offers and eSignatures Blog
• Offers and eSignatures Product Guide
#PaperlessProcess @JazzDotCo

37.
Q & A
Q & A