Commissions: Pending E-signing
Summary | Commissions Report pending e-signing |
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Keywords | commission, e-sign |
Category | Notification Task |
Description
The notification informs the employees that they’ve got a new Commission report ready for e-signing in the Employee Portal and instructs them how to do it.
Main Data Selection
Select all pins that have a new commission report with the status Pending for signing during the previous day by checking on the Date in the dedicated ESIGNEDDATE field and the status - ESIGNSTATUS.
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
Field Specification
Field | Description |
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First Name | Personal Details |
Last Name | Personal Details |
Personal Details Telecommunication, email with the highest priority is used | |
ESIGNSTATUS | default '0', set to '1' when the item is sent for signature by payroll manager in the plugin |
ESIGNEDDATE | gets date when the document is sent for signature or signed |
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.
Navigate to the Electronic Signing Module and check for pending documents.
Click on the document and choose "Open to sign" to view it and sign.
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.
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]