Talent Adobe E-Signature Document Missing Report (BOLD Analyze)

This report lists all missing Adobe eSignature documents for each employee.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

 

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

 

Legend

mceclip1.png

 

Filter Panel

talent doc report legend.png

 

Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type TALENT ADOBE E-SIGNATURE DOCUMENT MISSING
  3. Click on the Talent Adobe E-Signature Document Missing Report
 
 

Logic

This report lists all missing Adobe eSignature documents for each employee.
 
 

Filter Options






Filter Name Options Description
Division All available Employers list Use this filter to refine Talent's Employer
Region All available Region list Use this filter to refine Talent's Region
Office All available Office list Use this filter to refine Talent's Office
Talent Status All available Talent's Status Use this filter to refine Talent's Status
Adobe E-Document Type All available Adobe E-Sign Document Type Use this filter to refine Talent's Missing Adobe E-Sign  Document Types. Can select one document type at a time.
Date Type List of Date type: Talent Entered, Active Placement, Placement Date Use this filter to refine Talents by Date Type
Date From   Use this filter to refine Talent's missing e-signature documents falling under the date range as per the date type selected
Date To   Use this filter to refine Talent's missing e-signature documents falling under the date range as per the date type selected
Date Range Options in the dropdown: None, Yesterday, Today, Tomorrow, Last Week,  This Week, Next Month,etc. When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.



Graphs/Widgets

 
 

Field Details

 
Field Name Description Notes
Talent Employer Talent's Employer  
Talent Region Talent's Region  
Talent Office Talent's Office  
Talent ID Talent's ID from FrontOffice/Bold  
BO Talent ID Talent's ID from BackOffice/Classic  
Talent Talent's Name  
First Name Talent's First Name  
Middle Name Talent's Middle Name  
Last Name Talent's Last Name  
Talent Status Talent's Status  
Address 1 Talent's Address 1  
Address 2 Talent's Address 2  
City Talent's City  
State Talent's State  
Zip Code Talent's Zip Code  
GeoCode Talent's GeoCode  
Phone Talent's Phone Number  
Email Talent's Email  
Talent Entered Date Talent's Entered Date  
Document Type Talent's Adobe E-Sign Documents Type  
Missing Document Shows Yes if the document is missing for the talent  

 

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