How do I manage signing all the agreement docs for a pay batch?
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"How do I manage signing all the agreement docs for a pay batch?"
Every once in a while you may want to check that everyone in a pay batch's agreement docs are all signed and up-to-date.
To check that a pay batch's agreement docs are all signed and up-to-date:
- First, select the pay batch on: MenuPay batches
- Then to go to the "People" report, tap: PayPeople
- The "People" report shows you a list of all the people in a pay batch.
- As you scroll across, you'll see the "Agreement" column which shows you the current agreement doc status for each of the pay batch's people.
- Understanding each agreement doc status:
The different agreement doc status includes: Declined, Never sent, Awaiting response, Expired, New hire, and Accepted. - When you tap any coloured status, you'll see even more details about that person's agreement doc.
- For example, if you tap the "Declined" status, you'll see the reason the person gave for declining.
- Getting everyone's agreements signed:
Ideally, you'd like to have every agreement doc on to the green "Accepted" status. - To change every agreement doc to the green "Accepted" status, tap your way through all the blue Get sigs buttons, one-by-one.
- And then on each one, tap Get agreement sigs, then Get signed, and then: I accept & electronically sign
- Then once you close it, you'll see the status of each person's agreement doc automatically update to: "Awaiting response"
- And if you tap that status, and scroll down, you'll see that your signature's been added to the doc.
- And that you're now waiting for the other person to add their signature.
- Continue to tap through all the blue Get sigs buttons until the agreement docs have all changed to: "Awaiting response"
- And finally, once you come back in a few days, you'll likely see all the rows change to the green "Accepted" status.
Keep in mind that:
- Agreement docs are optional. It's ok to not use the agreement docs feature. Everything else still works fine.
You may notice:
- That you can always change the selected agreement doc, and set the agreement start and end dates before sending any agreement doc.
To learn more:
- About how it looks for the person to receive and sign their agreement doc, watch the video on: Agreement doc setup
And that's it! That's everything you need to know about managing and signing all of a pay batch's agreement docs!
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