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Frequently	Asked	Questions
Making an Impact in HR | DocuSign PUBLIC 5DocuSign PUBLIC
Making an Impact:
The candidate experiences that matter most
Teja Vora, Director of Product Marketing, DocuSign
Kyle Lagunas, Director of Strategy, Beamery
Making an Impact in HR | DocuSign PUBLIC 6DocuSign Confidential
Candidate and
employee experience
83%
agree that employee experience is
key to their organization’s success
12%
employees strongly agree that their
organization does a great job
onboarding new employees
Making an Impact in HR | DocuSign PUBLIC 7
Talent
Acquisition
Onboarding Maintenance
& Retention
Off-Boarding
HR process
Making an Impact in HR | DocuSign PUBLIC 8
Offer Letters &
Employment Contracts
Background Check
Consent
Relocation Agreements
Tax Forms (W4, I9)
NDAs, Non-Compete
Equity Grant
Employee Handbook
Transfers & Role
Changes
Compensation Plans
Policy Updates
Separation Agreements
Exit Forms
Non-Compete
Talent
Acquisition
Onboarding Maintenance
& Retention
Off-Boarding
Agreements
All these agreements need to be prepared, signed, acted on, and managed
HR process
All these agreements need to be prepared, signed, acted on, and managed
Making an Impact in HR | DocuSign PUBLIC 9
Making an Impact in HR | DocuSign PUBLIC 10
Making an Impact in HR | DocuSign PUBLIC 11
DocuSign Agreement Cloud for HR
Partner Ecosystem
350+ prebuilt integrations
Making an Impact in HR | DocuSign PUBLIC 12
Q&A
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Making an Impact
The Candidate Experiences that Matter Most
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Kyle Lagunas
Director of Strategy at Beamery
@kylelagunas
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Talent Marketing
Bring consumer-grade marketing
capabilities to your talent team
Comply
For the global enterprise,
GDPR is just the beginning
Connect No more data silos, a single connected experience for candidates and recruiters
Talent CRM
A true CRM built on a foundation
of data intelligence
Our Talent Operating System helps enterprises attract, identify and engage
candidates on one unified platform, to deliver better talent acquisition—at scale.
The Beamery Platform
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
We’re powering market leaders
#1 US Insurance
Company
#1 Swiss Bank
#1 Social
Network
#1 eCommerce
Company
#1 Beverages
Company
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Agenda
1.  Candidate Experience: Every Moment Matters
2.  Doing Better: 3 Dimensions of Candidate
Experience
3.  Open Discussion
4.  Closing Thoughts
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
“A consistently strong [candidate experience] is
the foundation of any high-performing talent
operation.”
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
[CANDIDATE EXPERIENCE]
Wait, what?
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
3 Types of
Candidate Experience (CX)
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
“It’s my favorite restaurant! I applied to
several positions...
but I never heard back from them.”
First Degree
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
“Yes I’ve heard of it! My friend loved working
there...
She said they’re hiring.”
Second Degree
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
“You should do your due diligence. I heard
they treat employees like cattle...
but apparently they pay better than anyone.”
Third Degree
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Each scenario may seem more
fleeting than the last--but every one
matters.
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
And that’s why candidate experience
has so many people asking...
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
“How can we do better?”
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
3 Dimensions of
Candidate Experience (CX)
1.  People
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Candidate Experience is Pervasive
Every Moment Matters - As Does Every Interaction
Where are your candidates coming
from?
What information are they getting?
What expectations do they have?
Who are they interacting with?
Who do they trust?
Where can they go when something
goes wrong (or when something’s not
quite right)?
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Who Is Interacting With Your Candidates?
Direct or Indirect--Each Interaction Matters
Candidate
Brand
Reputation
Advertising & media
News & reviews
Alumni & Advocates
Haters & Trolls
Hiring
Manager:
Reviewing
applicants,
interviewing
candidates, giving
recruiters feedback,
making hiring
decisions,
onboarding new
hires.
Hiring Organization:
Recruiting Coordinators, Interview
Panels, HR Business Partners, IT and
Operations, Reception
Recruiter:
Sourcing candidates,
screening and
interviewing applicants,
giving candidates
feedback, coaching
candidates,
dispositioning candidate.
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
1. Create Accountability – And
Drive it with Positive
Reinforcement
On Managing CX Influencers
2. Empower People to Make a
Positive Impact – By Proactively
Managing Expectations
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
3 Dimensions of
Candidate Experience (CX)
1.  People
2.  Process
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
“There’s a lot more to this CX thing than the apply
process.”
Critical CX Touchpoints
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
There & Back Again: The Candidate Journey
While Every Touchpoint is Important, Some are More Critical Than Others
Pre-
Apply
Authenticity is Sexy
EVP
Employee Sentiment
Employer Responses
A Needle in the Haystack
Search vs. Match
Mobile Apply
Email Confirmations
Candidate Portal
Apply
Interview
Tell Me About Yourself
Screening
Scheduling
Interviewing
Assessing
Offer
Are We Rich Yet?
Approvals
Negotiation
Pre-Hire
Onboard
Werk It
First Day
First Month
First Year
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Process: A Double-Edged
Sword
Well-Oiled Machine
System Overload
Analysis Paralysis
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Operational Challenges: What’s Your SOPersona?
The Ghost
The interview process
was extensive and
burdensome, but they
ultimately decided not to
move forward.
They didn’t say why.
It was a complete waste
of my time.
The Spaz
I had an appointment,
but when I got there they
told me to fill out a paper
application
I sat for 30 minutes
waiting for the manager
to meet with me.
She made an offer on the
spot, but I don’t think I’ll
take it.
The Norm
After I accepted their
offer, I didn’t hear from
anyone--not the recruiter,
not my manager, not
HR--for weeks.
I showed up on my first
day and had no idea
where to go.
I worry I may have made
a mistake.
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
What’s Holding You Back?
People?
Process?
Something Else?
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
3 Categories of
Candidate Experience (CX)
1.  People
2.  Process
3.  Technology
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
The Talent Tech Stack is Expansive
No	core	HR	system	can	do	everything,	requiring	the	need	for	candidate	
experience	and	employee	experience	toolsets	to	sit	on	top.	(Bersin	by	
Deloitte,	HR	Technology	Market	2019:		Disruption	ahead)
	
	
SOCIAL	SOURCING
AI	–	BASED	
ASSESSMENT
VIDEO	
INTERVIEWING
LEARNING	EXPERIENCE	
PLATFORMS
SOCIAL	RECOGNITION
ENGAGEMENT
WELLBEING	
BEHAVIORAL	CHANGE
NEW	TALENT	
SYSTEMS	OF	
ENGAGEMENT	
Standalone	app	or	
vendor
MOBILE	LEARNINGVR	BASED	LEARNING
BENEFITS
COMPENSATION
LMS
SURVEYS
REWARDS
ATS
TALENT	
SYSTEMS	OF	
RECORD
HCM	Platform
Myriad Opportunities to Optimize
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
I created an account with my LinkedIn profile.
It took seconds and they recommended jobs I
was a good fit for.
Optimized Job-Seeker UX
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
They sent my paperwork via email the week
before I started.
I was able to complete everything
electronically on my lunch break.
Digitized New Hire Onboarding
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
“Today’s talent technologies are so much more
than tools and applications.”
Technology powers modern candidate experiences.
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
The Role of Technology: Automating High-Quality
Experiences
Technology can support a personalized experience using quality candidate data
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
A true single source of truth
No more data silos. Every
candidate record, every
interaction, every
communication, must live in
one place and searchable by
your whole team.
Faster user adoption
Solutions must be designed
with a mind for user adoption,
successful implementation, and
shorter training.
Improve the
candidate experience
Build a holistic view of your
candidate experience and
manage every interaction from
a single place, from first touch,
to offer acceptance.
Connect systems
you’re already using
API middleware and 2-way
integrations between the
systems that you’re using
already to have an end-to-end
recruiting workflow.
Infrastructure enables competitiveness
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Questions?
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Closing Thoughts
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Today’s Hiring Climate is Too Competitive to Be
Reactive
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Every Candidate Experience Matters – And Every
Interaction Influences CX.
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
There’s a lot more to this CX thing than the apply
process.
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Today’s talent technologies are so much more than tools
and applications.
www.beamery.com
Private & Confidential – Do Not Share
© Beamery Inc. All rights reserved.
Making an Impact in HR | DocuSign PUBLIC 51
Thank you
+1 877.720.2040
www.docusign.com
+1 8xx.xxx.xxxx
www.xxxx.com
BeameryDocuSign
sales@docusign.com xxx@xxx.com
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Making an impact the candidate experiences that matter most

  • 1. #WFwebinar The presentation will begin at the top of the hour. A dial in number will not be provided. Listen to today’s webinar using your computer’s speakers or headphones. Welcome to the webinar!
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  • 4. #WFwebinar 1. May I receive a copy of the slides? YES! Click on the handouts list located on the right portion of your screen. 2. May I review the webinar recording at a later date? YES! You may log in again using today’s link to review the presentation on-demand. 3. Is this webinar HRCI or SHRM certified? YES! The HRCI and SHRM certification codes will be sent in the same follow up email as the recording Frequently Asked Questions
  • 5. Making an Impact in HR | DocuSign PUBLIC 5DocuSign PUBLIC Making an Impact: The candidate experiences that matter most Teja Vora, Director of Product Marketing, DocuSign Kyle Lagunas, Director of Strategy, Beamery
  • 6. Making an Impact in HR | DocuSign PUBLIC 6DocuSign Confidential Candidate and employee experience 83% agree that employee experience is key to their organization’s success 12% employees strongly agree that their organization does a great job onboarding new employees
  • 7. Making an Impact in HR | DocuSign PUBLIC 7 Talent Acquisition Onboarding Maintenance & Retention Off-Boarding HR process
  • 8. Making an Impact in HR | DocuSign PUBLIC 8 Offer Letters & Employment Contracts Background Check Consent Relocation Agreements Tax Forms (W4, I9) NDAs, Non-Compete Equity Grant Employee Handbook Transfers & Role Changes Compensation Plans Policy Updates Separation Agreements Exit Forms Non-Compete Talent Acquisition Onboarding Maintenance & Retention Off-Boarding Agreements All these agreements need to be prepared, signed, acted on, and managed HR process All these agreements need to be prepared, signed, acted on, and managed
  • 9. Making an Impact in HR | DocuSign PUBLIC 9
  • 10. Making an Impact in HR | DocuSign PUBLIC 10
  • 11. Making an Impact in HR | DocuSign PUBLIC 11 DocuSign Agreement Cloud for HR Partner Ecosystem 350+ prebuilt integrations
  • 12. Making an Impact in HR | DocuSign PUBLIC 12 Q&A
  • 13. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Making an Impact The Candidate Experiences that Matter Most
  • 14. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Kyle Lagunas Director of Strategy at Beamery @kylelagunas
  • 15. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Talent Marketing Bring consumer-grade marketing capabilities to your talent team Comply For the global enterprise, GDPR is just the beginning Connect No more data silos, a single connected experience for candidates and recruiters Talent CRM A true CRM built on a foundation of data intelligence Our Talent Operating System helps enterprises attract, identify and engage candidates on one unified platform, to deliver better talent acquisition—at scale. The Beamery Platform
  • 16. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. We’re powering market leaders #1 US Insurance Company #1 Swiss Bank #1 Social Network #1 eCommerce Company #1 Beverages Company
  • 17. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Agenda 1.  Candidate Experience: Every Moment Matters 2.  Doing Better: 3 Dimensions of Candidate Experience 3.  Open Discussion 4.  Closing Thoughts
  • 18. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. “A consistently strong [candidate experience] is the foundation of any high-performing talent operation.”
  • 19. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. [CANDIDATE EXPERIENCE] Wait, what?
  • 20. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. 3 Types of Candidate Experience (CX)
  • 21. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. “It’s my favorite restaurant! I applied to several positions... but I never heard back from them.” First Degree
  • 22. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. “Yes I’ve heard of it! My friend loved working there... She said they’re hiring.” Second Degree
  • 23. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. “You should do your due diligence. I heard they treat employees like cattle... but apparently they pay better than anyone.” Third Degree
  • 24. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Each scenario may seem more fleeting than the last--but every one matters.
  • 25. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. And that’s why candidate experience has so many people asking...
  • 26. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. “How can we do better?”
  • 27. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. 3 Dimensions of Candidate Experience (CX) 1.  People
  • 28. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Candidate Experience is Pervasive Every Moment Matters - As Does Every Interaction Where are your candidates coming from? What information are they getting? What expectations do they have? Who are they interacting with? Who do they trust? Where can they go when something goes wrong (or when something’s not quite right)?
  • 29. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Who Is Interacting With Your Candidates? Direct or Indirect--Each Interaction Matters Candidate Brand Reputation Advertising & media News & reviews Alumni & Advocates Haters & Trolls Hiring Manager: Reviewing applicants, interviewing candidates, giving recruiters feedback, making hiring decisions, onboarding new hires. Hiring Organization: Recruiting Coordinators, Interview Panels, HR Business Partners, IT and Operations, Reception Recruiter: Sourcing candidates, screening and interviewing applicants, giving candidates feedback, coaching candidates, dispositioning candidate.
  • 30. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. 1. Create Accountability – And Drive it with Positive Reinforcement On Managing CX Influencers 2. Empower People to Make a Positive Impact – By Proactively Managing Expectations
  • 31. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. 3 Dimensions of Candidate Experience (CX) 1.  People 2.  Process
  • 32. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. “There’s a lot more to this CX thing than the apply process.” Critical CX Touchpoints
  • 33. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. There & Back Again: The Candidate Journey While Every Touchpoint is Important, Some are More Critical Than Others Pre- Apply Authenticity is Sexy EVP Employee Sentiment Employer Responses A Needle in the Haystack Search vs. Match Mobile Apply Email Confirmations Candidate Portal Apply Interview Tell Me About Yourself Screening Scheduling Interviewing Assessing Offer Are We Rich Yet? Approvals Negotiation Pre-Hire Onboard Werk It First Day First Month First Year
  • 34. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Process: A Double-Edged Sword Well-Oiled Machine System Overload Analysis Paralysis
  • 35. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Operational Challenges: What’s Your SOPersona? The Ghost The interview process was extensive and burdensome, but they ultimately decided not to move forward. They didn’t say why. It was a complete waste of my time. The Spaz I had an appointment, but when I got there they told me to fill out a paper application I sat for 30 minutes waiting for the manager to meet with me. She made an offer on the spot, but I don’t think I’ll take it. The Norm After I accepted their offer, I didn’t hear from anyone--not the recruiter, not my manager, not HR--for weeks. I showed up on my first day and had no idea where to go. I worry I may have made a mistake.
  • 36. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. What’s Holding You Back? People? Process? Something Else?
  • 37. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. 3 Categories of Candidate Experience (CX) 1.  People 2.  Process 3.  Technology
  • 38. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. The Talent Tech Stack is Expansive No core HR system can do everything, requiring the need for candidate experience and employee experience toolsets to sit on top. (Bersin by Deloitte, HR Technology Market 2019: Disruption ahead) SOCIAL SOURCING AI – BASED ASSESSMENT VIDEO INTERVIEWING LEARNING EXPERIENCE PLATFORMS SOCIAL RECOGNITION ENGAGEMENT WELLBEING BEHAVIORAL CHANGE NEW TALENT SYSTEMS OF ENGAGEMENT Standalone app or vendor MOBILE LEARNINGVR BASED LEARNING BENEFITS COMPENSATION LMS SURVEYS REWARDS ATS TALENT SYSTEMS OF RECORD HCM Platform Myriad Opportunities to Optimize
  • 39. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. I created an account with my LinkedIn profile. It took seconds and they recommended jobs I was a good fit for. Optimized Job-Seeker UX
  • 40. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. They sent my paperwork via email the week before I started. I was able to complete everything electronically on my lunch break. Digitized New Hire Onboarding
  • 41. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. “Today’s talent technologies are so much more than tools and applications.” Technology powers modern candidate experiences.
  • 42. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. The Role of Technology: Automating High-Quality Experiences Technology can support a personalized experience using quality candidate data
  • 43. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. A true single source of truth No more data silos. Every candidate record, every interaction, every communication, must live in one place and searchable by your whole team. Faster user adoption Solutions must be designed with a mind for user adoption, successful implementation, and shorter training. Improve the candidate experience Build a holistic view of your candidate experience and manage every interaction from a single place, from first touch, to offer acceptance. Connect systems you’re already using API middleware and 2-way integrations between the systems that you’re using already to have an end-to-end recruiting workflow. Infrastructure enables competitiveness
  • 44. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Questions?
  • 45. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Closing Thoughts
  • 46. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Today’s Hiring Climate is Too Competitive to Be Reactive
  • 47. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Every Candidate Experience Matters – And Every Interaction Influences CX.
  • 48. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. There’s a lot more to this CX thing than the apply process.
  • 49. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved. Today’s talent technologies are so much more than tools and applications.
  • 50. www.beamery.com Private & Confidential – Do Not Share © Beamery Inc. All rights reserved.
  • 51. Making an Impact in HR | DocuSign PUBLIC 51 Thank you +1 877.720.2040 www.docusign.com +1 8xx.xxx.xxxx www.xxxx.com BeameryDocuSign sales@docusign.com xxx@xxx.com
  • 52. #WFwebinar Register for the next webinar! Diversity & Inclusion 3.0 Wednesday, July 24, 2019 Webinars start at 2 p.m. Eastern / 11 a.m. Pacific Register for all upcoming Workforce Webinars at workforce.com/webinars