Plan Documents Module
Plan Documents in Incentives facilitates end-to-end process of creating and approving plan documents. This module combines the flexibility of the Workflows module with the current Plan Document distribution and approval process.
Here's what the Plan Documents module has to offer:
Comprehensive Plan document solution
An end-to-end solution for plan document creation, distribution, and collection of e-signatures for approval and acceptance.
Most plan documents consist primarily of static content which is common to all of the payees on that plan document. Rather than linking agreements to external documents or trying to move any external content into your agreement, you can simply upload your static document to be included either before or after the generated agreement.
Choose from prebuilt routing templates, including payee only, manager-payee approval, or customize your own route to go through multiple approval tiers within your organization.
Automated document distribution
Automate agreement deliveries to newly added payees without manual intervention. Instead of manually selecting recipients from your system payee table, you can create rule-based recipient lists based on your own tables, and schedule the route to run for any new payees that are added to that set.
Keep stakeholders involved with automated email notifications. Use the Alert node to notify managers and payees via Sales Portal and email notifications.
No need to create the same Plan document in separate models. Save time and transfer existing agreements and routes smoothly between environments using the Migration tool.
Track approvals conveniently from the admin console within the routing canvas.
Quickly and easily download your signed plan documents in bulk. Documents can be downloaded based on their sign-off types. This makes it easy to archive documents outside of the system and keep your data organized.
To learn more about the plan document process, from creation to distribution to signing, take the Working with Plan Documents course.