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How do I manage signing all the agreement docs for a pay batch?

Managing agreement docs2:52

"How do I manage signing all the agreement docs for a pay batch?"

Every once in a while you may want to check that everyone in a pay batch's agreement docs are all signed and up-to-date.

To check that a pay batch's agreement docs are all signed and up-to-date:

  1. First, select the pay batch on: MenuPay batches
  2. Then to go to the "People" report, tap: PayPeople
  3. The "People" report shows you a list of all the people in a pay batch.
  4. As you scroll across, you'll see the "Agreement" column which shows you the current agreement doc status for each of the pay batch's people.
  5. Understanding each agreement doc status:
    The different agreement doc status includes: Declined, Never sent, Awaiting response, Expired, New hire, and Accepted.
  6. When you tap any colored status, you'll see even more details about that person's agreement doc.
  7. For example, if you tap the "Declined" status, you'll see the reason the person gave for declining.
  8. Getting everyone's agreements signed:
    Ideally, you'd like to have every agreement doc on to the green "Accepted" status.
  9. To change every agreement doc to the green "Accepted" status, tap your way through all the blue Get sigs buttons, one-by-one.
  10. And then on each one, tap Get agreement sigs, then Get signed, and then: I accept & electronically sign
  11. Then once you close it, you'll see the status of each person's agreement doc automatically update to: "Awaiting response"
  12. And if you tap that status, and scroll down, you'll see that your signature's been added to the doc.
  13. And that you're now waiting for the other person to add their signature.
  14. Continue to tap through all the blue Get sigs buttons until the agreement docs have all changed to: "Awaiting response"
  15. And finally, once you come back in a few days, you'll likely see all the rows change to the green "Accepted" status.

Keep in mind that:

  • Agreement docs are optional. It's ok to not use the agreement docs feature. Everything else still works fine.

You may notice:

  • That you can always change the selected agreement doc, and set the agreement start and end dates before sending any agreement doc.

To learn more:

  • About how it looks for the person to receive and sign their agreement doc, watch the video on: Agreement doc setup

And that's it! That's everything you need to know about managing and signing all of a pay batch's agreement docs!

Updated: Tue, Jan 23, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/Onboarding/How_do_I_manage_signing_all_the_agreement_docs_for_a_pay_batch