Acknowledgements

Learn how to send documents to employees for acknowledgement

In this lesson, you'll learn about:

1. How to add documents to your company profile

2. How to send documents to employees for acknowledgment

1. How to add a new document to your company profile

1. From any page, use the navigation pane at the left of the screen and select the Companies button to display your list of companies and then select the company you wish to view by clicking on the Name.

2. After opening the Company Profile, choose the Documents tab (as seen below).

3. Select the Add+ button and enter details of the new document or policy you want to upload. Click the Save button once you have finished.

How to send the document to employees for acknowledgement

1. Use the navigation pane at the left of the screen and select the Acknowledgements button to display your list of Acknowledgements and then select the Add+ button to create a new acknowledgement.

Note: Navigating to this screen once acknowledgements are in progress will allow you to track the completion status. Use the search bar to find specific employees, or search documents by name to quickly monitor compliance.

2. Complete the Acknowledgement Summary details by selecting:

• Company; for which this acknowledgement is being sent on behalf of

• Employee; who needs to view and acknowledge the policy

• Due Date; for which the employee needs to complete their acknowledgment of the policy by.

3. Select the Add+ button under Acknowledge Documents.

4. If the document is already loaded against your Company Profile, select the document you want to send using the drop down list and click the Save button. If the document is not loaded against your Company Profile, you can select Other Document (Manual Upload). Upon selecting this option you will be asked to upload the PDF of the document you wish to send.

Repeat steps 3 and 4 until all documents that need acknowledgement are attached.

Note: Documents found in the drop down list are assigned via your Company Profile, which was covered earlier in this article; 'Part 1 - How to add a new document to your company profile'.

5. Using text field, write a message that you would like the employee to see when they view and sign the acknowledgement.

Once the message is finished, click the Assign button to send the acknowledgement to the employee. 

Note: Reminders of outstanding Acknowledgements will be send out in the Monday Morning Tasks to Action round up email until the Acknowledgement is completed by the Assignee.

If you have any questions, please reach out to our team right here. We’re happy to help.

Quality check 16th October 2024.