Documents

Create, personalize, and send documents to employees and payees for e-signature. Use it to manage employment agreements, compensation plans, NDAs, and other documents that require a signature as part of your workflow and can be tied to compensation.

Main document screen

Documents are sent through Adobe Sign, which handles the e-signature process. As recipients interact with their documents, statuses update automatically so you can track progress from a single dashboard.

1. Document group status: Indicates whether the document group is archived or active.

2. Categories: Add categories to document groups to filter by.

3. Recipient status: Indicates the workflow for the document and the number of recipients for each status in the document lifecycle.

Process flow

1. Organize with document groups: Create a document group to organize related documents together—for example, all documents for a quarterly compensation cycle.

2. Prepare your template: Create a PDF or DOCX template with placeholder fields where recipient-specific data will be merged. Download the Placeholders PDF from your document group to see the available fields and their syntax.

3. Add a document: Add a document to the group by uploading your template, selecting merge entities, and optionally setting recipient criteria to filter who receives it.

   Note

   When you upload a new file to an existing document, it creates a new version. Only the latest version is active.

4. Send for signature: Select recipients and send the document. Each recipient gets a personalized copy with their data merged into the placeholders, delivered through Adobe Sign.

5. Track and manage: Monitor recipient statuses as they sign, decline, or let documents expire. Download signed copies for your records.

Compensation eligibility

A recipient's document signing status can be used as a quantifier in compensation plan calculations. For example, you can configure a compensation component to require a Signed status before a payee becomes eligible, linking the document signing workflow directly to compensation eligibility.

Document groups

A container that organizes related documents. For example, group all documents for a specific compensation cycle or team.

Document placeholders

Fields in your template that are automatically replaced with recipient-specific data when the document is sent. Use the {{!section.fieldName}} syntax.

Document statuses

When a document is sent to recipients, the document is tracked individually for each recipient. On the main Document screen, you can view the document workflow for the recipients. View the document group for individual recipient statuses.