Reviewing and Approving Client Docs

Overview

Reviewing and Approving Client Docs is very similar to approving an employee's documents. The biggest difference is there is an extra step to access the documents.

Before You Begin

To get a quick overview of document status and to make searching for employees with onboarding documents easier, it is recommended that you add the Submitted, Approved, and E-verify columns to the Employee list view:

  1. Navigate to the Employees or Placementtab.



  2. From the Actions menu, select Edit Columns.



  3. In the Edit Columns window, check the boxes for Submitted, Approved, and E-Verify (if applicable).
  4. You can adjust the order of the columns by holding next to the column name and dragging it to the desired spot on the list.



  5. Once you have finished adding and adjusting the columns, select OK to return to the list view.

Steps

  1. Navigate to the Employees or Placementtab.



  2. Locate the employee that submitted documents and select Binoculars next to their name to open their record.



  3. In the employee record, select Documents.



  4. In the employee's document list, locate the Client Doc you want to approve.
    • Documents sent to Employees will show next to the document name while documents sent to contacts show . Documents sent to both parties will show both icons.
  5. Choose next to the document name to expand the list of recipients.



  6. Select Binoculars next to the document name for the employee or contact you wish to approve to open the document.



  7. Review the document to ensure all the information is correct.
  8. Complete and sign any admin facing fields.
    • You will not be able to approve the document if any require fields are left blank.

  9. If everything looks good, select .

Other actions you can take:

  • Save - saves any changes made to the document without approving it.
  • Unsubmit / Reject - returns the document to the In Progress status. You will be asked if you would like to notify the employee. You select yes, you will be prompted to enter in a reason for the rejection.
  • Approve - approves the document. If you use Back Office for tracking time and expenses, all required documents will need to be approved before the employee can submit time.
  • Unapprove - If the document has already been approved, this will return the document to the submitted status.
  • Actions > Clear Data - The document will be unsubmitted and unapproved. Any signature fields will need to be filled out again by the candidate. The change history of the document will be preserved. The candidate will not be notified of the change.
  • Actions > Clear and Remove - This will completely clear any data and signatures entered on the document and remove the document from the candidates list. Neither you or the candidate will be able to access the document or its history.
  • Actions > Send Document Reminder - This will send an email reminder to the employee/contact to complete and submit the document.
  • Actions > View PDF - allows you to see what the completed document looks like as a PDF file.