Introduction
This article explains how a company can identify a new employee's excluded IP during the Add Employee workflow, and 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: Adding IP Disclosures for an employee
The company can add the IP disclosures during the Add Employee workflow. Select the first option to generate a new employment agreement, and on the next screen, check the box next to Employee Confidentiality and Assignment Agreement.
On the Employment Terms step, select Provide List from the dropdown next to the List all prior inventions field. You can list these inventions if they are known, or can write "Please fill in" so that the new employee can complete the list on their end later on. Once the Add Employee workflow is past the checkpoint and the agreements are signed by the company representative, the next portion of the workflow is completed by the new employee.
Employee: 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, as well as some basic details related to the offer. They'll be asked to confirm some personal information (like their address), and then they'll arrive at the Disclose Inventions and Patents step. They can then elaborate on the details of their IP so that the agreement includes the correct details.
After the employee continues, depending on the company's settings, the candidate will either be directed to sign the newly revised Employee Confidentiality Agreement (that now includes the disclosures), and the Offer Letter, or the candidate will wait for the company to approve these disclosures before they can continue and sign the documents.
Additional Resources
Intro to Employment Confidentiality Agreements (ECAs)
Screenshots are for illustrative purposes only.
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