Once your compensation event has come to an end, it's time to send out compensation eSign letters. 

Get the most out of Bob

Create the templates needed, e.g., a letter that indicates a salary increase, a letter that indicates a salary, and an on-target commission increase. Once you’ve built out your templates, you can use them over and over. Learn more with Set up an eSign template

Note: If you’d like your letters to be reviewed before they are signed, you can set yourself, or someone else, as the first recipient in the letter template.

How to request signatures for compensation increase letters

  1. From the left menu, click Comp.
  2. Click Enter on the approved compensation event.
  3. Click the three-dot menu and select Request signature.
  4. From the dropdown menu, search or scroll for the eSign template and click Select
  5. Click the Save to folder dropdown menu and scroll or search for the folder you'd like each person’s signed letter to go to and select it.

    Note:  If you'd like to allow managers to only share the letters after delivering the news to their direct reports, then select a folder that only the managers can see as the destination folder. Then, once they’ve met with their direct reports, they can manually change the docs folder to the individual folder. 

  6. Click Set conditions and select the conditions that match the eSign template selected,

    If the letter only mentions a salary increase, select Base salary increase - [Amount] and Exists; if the letter mentions a salary and On-target Commission Increase, include both the Base Salary Increase - [Amount] and Exists conditions and the On-target Commission increase - [Amount] and Exists conditions

  7. Click Apply.

The letter will be sent out according to the signature flow set up in the eSign template. Repeat as needed.