BambooHR automation · runs weekly

Request BambooHR e-signatures and chase pending ones

The handbook acknowledgment goes out to each new hire, and a week later someone opens the Signed Documents report to see who still has not signed.

Cotlet does it in your own BambooHR account with list_signature_templates, list_signature_requests, request_signature and remind_signature_signers, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can BambooHR do this on its own?

E-signatures are a native BambooHR feature in the Core, Pro and Elite packages, but only through the screens (checked 16 Oct 2026). The REST API reference has no signature endpoint, the beta MCP server has no signature tool and lists file metadata only, and the Zapier app has no signature action. Requesting and chasing signatures cannot be scripted from outside.

How you do it in BambooHR today

  1. An admin creates a signature template by uploading a document, setting the fields the employee fills in and choosing the folder where the signed copy lands in the employee's Documents tab.
  2. To send it, the admin opens the Files tab, hovers over the template and clicks the signature button just left of the gear.
  3. The employee gets a notification and signs from their BambooHR inbox; the signed file is saved to the folder chosen in the template.
  4. The admin opens the Signed Documents report to see who completed and who is still pending, and sends reminders from there.
  5. Each request is sent by hand per template, so a quarterly handbook update means repeating the same clicks for every group of employees.

How to request BambooHR e-signatures and chase pending ones

Prompt

Send the 2026 Employee Handbook signature template to everyone hired this quarter who has not signed it. Then remind everyone whose request is still pending after 3 days.
  1. 01

    Pick the template

    list_signature_templates returns the templates on the Files tab. The agent matches the name in your prompt and stops to ask if two templates share it, so the wrong document never goes out under your name.

  2. 02

    Work out who still needs it

    list_signature_requests shows who already has a pending or signed request for that template. The agent leaves those people out and builds the recipient list from the rest of your rule, for example hired this quarter.

  3. 03

    Request the signatures

    request_signature sends the template to the chosen employees in one call. It reaches people, so by default it waits for your OK with the full recipient list shown.

  4. 04

    Chase after the waiting period

    On the next run, the agent reads the pending requests again and picks the ones older than your limit. remind_signature_signers sends the reminders for those only, so people who signed yesterday are not nagged.

  5. 05

    Report who is still open

    The agent returns the pending list with request dates, so you can follow up in person with anyone who ignored two reminders.

What you get back

Example data

Template: 2026 Employee Handbook
Requested: 3 (Ana Kowal, Tom Becker, Lena Ortiz)
Already signed, skipped: 5
Reminders sent: 2 (pending since 9 Oct)
Still pending after reminder: Jake Ortiz, Maria Silva

Other ways to ask

  • Send the Remote Work Policy template to everyone in the Berlin office who has no request for it yet.
  • Do not request anything. Show me who has not signed the 2026 Employee Handbook and since when.
  • Every Wednesday, remind everyone whose signature request has been pending more than 5 days.
  • Ask each new hire to sign the Equipment Agreement on their start date.

What BambooHR allows, and what to know first

  • BambooHR's e-signatures are included in the Core, Pro and Elite packages.
  • A BambooHR signature template sets the fields the employee fills in and the folder where the signed document lands in the employee's Documents tab.
  • A .DOC or .DOCX file saved as a signature template is converted to a PDF automatically and renamed with a .pdf extension.
  • BambooHR's Signed Documents report shows when employees completed their signatures and sends reminders for pending requests.
  • BambooHR gives employees access to any document they signed, in their Signed Documents folder, because the law requires it.

request_signature and remind_signature_signers ask for your OK by default. To run it weekly without you, switch confirmation off for those tools in your dashboard.

Sources: BambooHR Help: E-Signatures in BambooHR · BambooHR: Requesting Signatures Update · BambooHR: E-Signature .doc/.docx to PDF Conversion Update · BambooHR API: MCP Server (beta)

Call request_signature from a script

curl

curl -X POST https://cotlet.dev/api/v1/bamboohr/templates/sg_handbook_2026/signature/request \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"employee_ids":["412","418","431"]}'

Example response

{
  "template_id": "sg_handbook_2026",
  "requested": [
    {
      "request_id": "sr_7710",
      "employee_id": "412",
      "employee": "Ana Kowal"
    },
    {
      "request_id": "sr_7711",
      "employee_id": "418",
      "employee": "Tom Becker"
    },
    {
      "request_id": "sr_7712",
      "employee_id": "431",
      "employee": "Lena Ortiz"
    }
  ],
  "requested_total": 3,
  "skipped_pending": 0
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is bamboohr_write → request_signature. Example data.

Schedule it in n8n, Make, Zapier or cron

BambooHR tools this automation uses

Cotlet BambooHR tools used to request BambooHR e-signatures and chase pending ones
Tool Parameters
list_signature_templates none
list_signature_requests status, template_id, employee_id, cursor
request_signature template_id, employee_ids
remind_signature_signers request_ids
All 13 BambooHR tools with descriptions

Frequently asked questions

Is it safe to connect BambooHR to Cotlet?

Yes. You sign in to BambooHR yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get BambooHR once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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