Migrate existing HR task templates and open HR tasks to e-signature

task brazil Updated Sep 10, 2026 1 min read migrate-existing-tasks-to-scoped-e-signature.md
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Migrate existing HR task templates and open HR tasks to the new HR task type for e-signature with the Migrate HR e-signature tasks scheduled job. The scheduled job automatically updates the HR task type and e-signature template based on your existing configurations. It also disables the old HR task types for credential, e-signature, and sign document.

Before you begin

Role required: sn_hr_core.admin

About this task

Important:

Starting with the Brazil release, HR task types: Credential, E-signature (e_signature), and Sign Document are now deprecated and no longer supported or available for new activation. E-signature provides the latest experience for this functionality.

For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

The Migrate HR e-signature tasks scheduled job migrates existing HR task templates and open HR tasks from the Credential, E-Signature, and Sign Document HR task types to the new E-signature HR task type.

Pre-migration Post-migration
[Omitted image "e-signature-migrate-existing-task-types.png"] Alt text: Before migrating to new HR task type for e-signature [Omitted image "e-signature-migrate-new-task-type.png"] Alt text: After migrating to new HR task type for e-signature

The associated document and signature configurations are also migrated to new or existing e-signature templates. If an e-signature template for the applicable document and signature configuration already exists, then the existing e-signature template is used. Otherwise, a new e-signature template is created.

Pre-migration HR task type

Post-migration e-signature template

Credential

  • Document type: Managed document
  • Signature type: Credential

E-Signature

  • Document type: Managed document
  • Signature type: Signature

Sign Document

  • Document type: HR document template
  • Signature type: Signature
Finally, the HR task types for **Credential**, **E-Signature**, and **Sign Document** are disabled. Only the new HR task type for **E-signature** remains.

Procedure

  1. Navigate to All > System Definition > Scheduled Jobs.

  2. Open the Migrate HR E-signature Tasks scheduled job.

  3. Click Execute Now.

    Depending on the data you have, the migration may take some time.

    • Existing HR task templates are updated to the e-signature task type and an e-signature template.
    • Open HR tasks are updated to the e-signature task type and an e-signature template.
    • HR task types for Credential, E-Signature, and Sign Document are disabled.
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