Document acknowledement / Policy acceptance by employees
1. Document acknowledgement
2. Policy acceptance of policies during recruitment / onboarding processes - refer article
3. Policy acceptance of policies released by HR Manager - refer article
Acknowledgement / acceptance tracking is only done for Web users.
Menu Path: Setup> Common Setup > General Setup> System Documents
Accessible to : Application Administrator
Whenever a document is issued to an employee an acknowledgement can be taken from the employee. This feature is available for system document - Appointment Letter and all custom letters created in setup.
Select the Acknowledgement check box. You will see the popup as shown below.
Confirm on popup. This feature can be deactivated at any point of time. At the time of deactivation pending acknowledgements will be removed.
Updating Acknowledgement
Employee will get an alert on email and also on the dashboard and the pending acknowledgement will also be shown as a pending task on the dashboard. Documents pending for acknowledgement would be shown on Work Area > Activities > Pending Activities tab as shown below.
Employees will have to acknowledge receipt of the letter before they can download it. To do this they need to click on "Update" button and a popup as shown below will open.
The "Submit and Download" button will be activated only on selection of the checkbox.
Review of Acknowledgement / Acceptance status
HR Managers can review the status of all documents / policies which have been
issued to employees from Document Acknowledgement report.
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