Request employee document acknowledgements

Request employee document acknowledgements

Document acknowledgements are a great way to ensure important policies are communicated to and understood by your team. This guide will walk you through how to assign and track acknowledgements in Rise.

Head to the People tab, then into Tasks and click +Add Task.

Fill in the task info and select an assignee. Click the Add Document icon and select Request acknowledgement from the drop-down.

Task details window with Add Document icon and 'Request acknowledgement' highlighted.

Select the folder where the desired document is.

Folder selection screen.

Select the document(s) you want to be acknowledged. Multiple documents may be selected.

Document selection screen.

You can remove or add more documents on this screen if needed.

Document management screen.

After filling in the task details, click Assign task. The employee will receive both an in-app task notification and an email.

Once an employee acknowledges a document, a permanent record of the acknowledgement is created in their employee profile. An employee’s completed acknowledgements can be viewed by themselves, their direct managers and anyone with the manage documents permission.

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