To Do - Compliance
The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review.
Use the dropdown menu for each To Do list header to view a list of actionable items requiring your attention. The number of outstanding items show in the blue bubble to the right of each category.
To complete an action, just click the dropdown arrow of any To Do category, and then click on an item in the list.
Compliance:
- Check the status of compliance documents that require an action from employees.
- Clicking the dropdown arrow will display Compliance document titles and the corresponding number of outstanding e-signatures.
- Selecting a document name will open the send reminder module where you have the ability to send email reminders to all employees who fall under the outstanding Compliance category.
From the To Do list, you have the ability to send reminders to employees who have yet to review and e-sign compliance documents.
Simply select the document name, enter in a custom reminder, and select "Send Reminder".
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