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

This report lists all completed Adobe eSignature documents for each employee along with the completed date.

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

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Filter Panel

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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
  3. Click on the Talent Adobe E-Signature Document Report

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Logic

This report lists all completed Adobe eSignature documents for each employee along with the completed date.

 

 

Filter Options

mceclip0.png 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 Adobe E-Sign Document Types
Date Type All available Date types list Options in the dropdown: Document Completed/Created, Talent Entered, Placement Date, Active Placement,
Use this filter to refine Talents by Date Type
Date From   Use this filter to refine Talent's e-signature documents falling under the date range as per the date type selected
Date To   Use this filter to refine Talent's 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

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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  
File Name Talent's Adobe E-Sign Documents File Name  
Uploaded Date Talent's Adobe E-Sign Documents Uploaded Date  
Uploaded By User who uploaded Talent's Adobe E-Sign Documents  
Hide From Applicants Show/Hide from Talent's View Make the Adobe E-Sign Document visible or invisible to Talent
Verified By User who verified Talent's Adobe E-Sign Documents  
Verified Date Talent's Adobe E-Sign Documents Verified Date  
Missing Document

Shows Yes if the document is missing for the talent else shows No

 

 

 

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