You can use the payroll portal to distribute and collect signatures on company policies. This feature is available for both new hires and existing employees.
New Hires
For new hires upload documents and set them up for signature, using the "Employee Self-Onboarding: Set-Up and Admin" procedures outlined (see: Employee Self-Onboarding: Set-Up and Admin – Ludtpayroll (zendesk.com))
Existing Employees
- Upload "Company Policy"
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- In the payroll portal, hover over "HR," select "Manage Company Policies"
- Select the "Upload Policy" link
- Input "Policy Name"
- Optional, input/select:
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- "Description"
- "Start Date"
- "End Date"
- "Acknowledgment Frequency"
- "Active"
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- Select "Upload" button
- Navigate to, select, and "open" policy to upload
- Select "Save"
- Select "OK" on Success pop-up
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- Send (or Resend) Employee "Reminder Emails"
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- In the payroll portal, hover over "HR," select "Manage Company Policies"
- Select the "Employees" tab
- Select the employee(s) to receive the reminder
- Select the "Send Reminder Emails" link.
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