This article explains (1) how a company can identify a new employee's excluded IP during the "Add Employee" workflow, and (2) how a candidate can disclose IP that they would like to exclude in the same Employee Confidentiality Agreement generated during the "Add Employee" workflow.
Company-Side: Adding IP Disclosures For An Employee
If the person running the "Add Employee" workflow would like to add excluded IP for their candidate, they can do so on the 'Define Employment Terms' screen. By selecting the 'Provide List' option from the drop-down next to the "List all prior inventions" field will allow for these edits.
Employee-Side: Adding IP Disclosures
The first screen that the candidate will see is a screen that presents the PDFs for the Offer Letter and Confidentiality Agreement (depending on the selection from the first page). Displayed below, the candidate is presented with this document. They will continue to the next screen to take action.
If the candidate continues, they will reach a screen titled "Disclose Inventions and Patents."
After the employee continues, depending on the settings of the company, the candidate will either (a) be directed to sign the newly revised Employee Confidentiality Agreement (that now includes the disclosures), and the Offer Letter ,or (b) the candidate will wait for the company to approve these disclosures before they can continue and sign the documents.
If any questions come up during this disclosure process, feel free to reach out to email@example.com anytime.