Setup and Configuration

Task settings

Schedule: run daily at 6 am GMT

Recipient: dynamic from database

Field identifying e-mail address: #email

E-mail Subject: New Commission report for e-signing in Employee Portal

SQL statement

select
distinct
p01.pin #pin,
p01.firstname #Firstname,
p01.lastname #Lastname,
--format (p01.birthdate, 'MM/dd/yyyy') #BIRTHDATE,
email.teleno #email
from
pw001p01 p01
join pworg org on org.numorgid=p01.client
left join PW_EFFY_SALES_TRANSACT comm on comm.PIN=p01.PIN 
LEFT JOIN PW001P0T email
            ON  email.PIN = p01.PIN
            AND email.TELETYPE = 6
            AND email.TELEPRIORITY IS NOT NULL
            AND NOT EXISTS (
                    SELECT 1
                    FROM   PW001P0T t
                    WHERE  t.PIN = email.PIN
                           AND t.TELETYPE = email.TELETYPE
                           AND t.TELEPRIORITY IS NOT NULL
                           AND (
                                   t.TELEPRIORITY < email.TELEPRIORITY
                                   OR t.TELEPRIORITY = email.TELEPRIORITY
                                   AND t.SEQUENCENO < email.SEQUENCENO
                               )
                )
WHERE NULLIF(email.TELENO, '') IS NOT NULL
and comm.ESIGNSTATUS=1 and CAST (comm.ESIGNEDDATE as date) = CAST( GETDATE()-1 AS Date )

Field Specification

Sample Email

Hi [#Firstname] [#Lastname],

You have received a new Commissions Report for verification. Please login to the Employee Portal [link] navigate to the Electronic Signing module, check for pending documents, and place your electronic signature.

If you are doing it for the first time, here is a short guide.

1. Navigate to the Electronic Signing Module and check for pending documents.
   

   

2. Click on the document and choose "Open to sign" to view it and sign.
   

   

3. Use the "Add Signature" button to add your electronic signature, you will have options to Type, Draw, or upload an image of your signature. Use the "Save Signature" option to save it for the future. So the next time you sign a document, you can skip this step and go directly for the next one - placing your saved signature and signing.
   

   

4. When the signature is added, place it in the dedicated spot on the document by holding down the cursor and dragging it to the extent needed. When done, hit the "Sign" button and you are done.
   

   

 Thank you.

[Signature of the payroll manager]