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Ideas portal is to submit new feature and enhancement requests to Springboard team.

Status Future consideration
Created by Guest
Created on Aug 28, 2024

Uploading Offer Documents

When we upload offer documents for sales and warehouse in particular (but similar process for other roles too) - we upload 4 documents - which require 2 different types of offer acceptance - under publish settings as per the screenshot below.

Letter of offer = Digital Signature

Terms & Conditions =Digital Signature

Enterprise Agreement = Basic Acceptance

Position Description = Basic Acceptance


Once these are uploaded, there is no way to check in the Documents tab, which document has which setting associated with it. I would love a way to be able to 'sensor check' or easily view this possibly on this screen somehow (i.e. the 'Documents tab') - or somewhere!:


The reason for this is that if any document has the wrong type of upload settings - the offer acceptance doesn't work properly and we need to troubleshoot why. For example, if a PD accidently has a 'Digital Signature' - it simply won't work.

The notifications to all teams to complete onboarding are only triggered once all documents have been accepted, correctly - so having this little sensor check (a) allows the person uploading to do a quick check prior to notifying candidates that the offer has been uploaded to their portal and (b) also makes for easier troubleshooting when things don't quite work and we try to work out why!

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  • Admin
    Malika Singh
    Sep 5, 2024

    Hello Maud,


    The request has been added to the product backlog.


    Thanks,

    Swati