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Plan documents

From the Message Center, you can start and act on your available plan documents.

The plan document distribution process is currently restricted to two options:

  • Payee approval: This approval type requires a payee to sign-off on their plan document.

  • Manager-payee approval: This approval type requires sign-off from a payee's manager first, and then from the payee.

Plan documents approvals workflow is housed within the Message Center in Sales Portal. Each row in the Plan documents page contains the following information on the payee's plan document:

  • Name of the payee(s) who have sent their plan document for approval

  • Date on which the plan document was sent

  • Last date on which the approvals status was changed

  • Level of completion of approvals before the document reaches the final payee

  • Status of manager approval:

    • You approved: Manager has signed and approved the plan document.

    • Review and approve: Manager has not yet reviewed or signed the plan document.

  • Status of payee sign-off:

    • Awaiting response: Payee's manager has not approved the agreement yet.

    • Pending: The agreement is released to the payee, and the payee hasn't signed-off yet.

    • Signed: Payee has approved and signed the agreement.

Enable Show only to-sign toggle to view the plan documents which have not been reviewed by the manager or payee for approvals.

Approving a plan document of Manager-payee type

To approve a plan document of Manager-payee approval type:

  1. Click the Email icon icon from the top panel.

  2. Click Plan Documents from the left panel.

  3. Click Review and approve of a payee whose plan document you wish to review and sign-off.

  4. Review the payee's plan document, and click Sign document.

  5. Click Sign to confirm your signature on the plan document.

  6. Click Submit Signature to send the plan document for payee sign-off.

In the Plan Documents page of Message Center, the manager approval status will be updated to You approved , and the payee sign-off status will be updated to Awaiting response. Refer to Approving a plan document for Payee type to complete the payee part of the plan document sign-off process.

Approving a plan document of Payee type

To approve a plan document of Payee approval type:

  1. Click the Email icon icon from the top panel.

  2. Click Plan Documents from the left panel.

  3. Click Review and approve of a payee whose plan document you wish to review and sign-off.

  4. Review the payee's plan document, and click Sign document.

  5. Click Sign to confirm your signature on the plan document.

    If the plan document is of Manager-payee type, then the manager's signature will appear above the payee's signature.

Once the payee has signed off on the plan document in Sales Portal, the Plan Documents module in Varicent Incentives will list the signed plan document under the Completed recipients tab. Click on the Options menu icon icon of the payee and select View document to view the signed plan document.

Downloading an approved plan document

You can download an approved plan document as PDF once it's signed-off by the payee.

  1. Click the Email icon icon from the top panel.

  2. Click Plan Documents from the left panel.

  3. Click Options menu icon of a payee whose plan document you wish to download.

  4. Click Download document.