Start by opening each of the windows on different tabs of your browser, for easy access to each page.

Next; you want to copy paste names that have no color designation from your team coding production report, into your search bar for esignature (make sure you at the “Signed” tab)

This will allow you to see all documents this person has submitted.

Next; you want to copy paste names that have no color designation from your team coding production report, into your search bar for esignature (make sure you at the “Signed” tab)

This will allow you to see all documents this person has submitted.

We need to save their Set Up Kit, and any contractor agreements that have been submitted.

Do this by clicking on “Save as PDF” under the file. 

Now make sure you save it to the correct folder for your set up kits. Create a new folder, again paste the name. Save the set up kit inside the folder with their name. Name the file “Name Set up kit.”

Next; Open the set up kit, we need three things from here:

  1. Download ACH attachment
  2. Download ID Attachment
  3. Double check Coding managers

1. Download ACH attachment

Scroll down to the ach page, and click the blue link. Save this in the same folder as the set up kit and name it “Name ACH”

2. Download ID attachment

Scroll down to the end of the contract page, and click the blue link. Save this in the same folder as the set up kit and name it “Name ID”

3. Double check coding managers

Scroll to the bottom page that shows coding managers. Cross reference to the production team coding sheet, and make sure these are the same. If not, please amend the team coding sheet.

You can see in this example, in the set up kit it shows

Supervisor Code  –  N/A

Team Leader Code  –  Madeleine Testore
Regional Code  –  N/A

 

 

Then Below next to Ishant Ishant you can see that under Supervisor code its blank, TL Code is correct, and Regional code is blank. 

This matches Correctly.

Final Steps

Now we need to verify the uploads, and mark it so that the team leaders know how their new sales rep has been onboarding, and if anything further is needed. 

Your file with this persons set up kit should look like this now with each file

You can see the set up kit, the ID and the ACH. Open up each document and ensure they are proper. 

RULES:
ID must be government issued picture ID. 

ACH must include that persons name, and appropriate banking info. Must be an actual Direct Deposit slip or screen, can not be hand written or a bank screenshot. Must show their legal name tied to their account. 

Finally, mark the representative in the Team Coding Production Report. 

GREEN – Everything is good
YELLOW W/Note – Something needs fixed, amended or something was missing. Please note with what is missing. 
RED – No kit submitted