To reach the Document Distribution and Action screen from the TTC Online homepage, click the production for which you want to distribute or review onboarding documents.
Under the Cast & Crew tab, click Onboarding.
The Document Distribution and Action page is divided into two main sections. The left module contains a list of employees associated with the selected project, while the right module allows you to view any documents that have been issued to employees. This area will remain empty until an employee or employees are selected within the left module.
Please note that the blue menu on the left can be collapsed/displayed by clicking the menu icon on the top left.
To assign a packet or single document to one or more employees, click anywhere within their row in the left module to select the employee(s), and then click ISSUE DOCUMENT to open the SELECT A PACKET OR DOCUMENT popup. Select the appropriate packet or individual document from the dropdowns, and then click ASSIGN DOCUMENTS. At this point, the documents will be in the queue to be sent but will only be visible to the administrator.
The assigned documents now appear in the right module.
Certain forms like the Payroll Start form and any applicable WTPA forms need to be filled out by the administrator before they are sent to the employee. The administrator can fill out these forms by clicking on the document names in the right module. This takes them to the relevant form. After completing the forms, the administrator can return to the Document Distribution and Action page by navigating to Cast & Crew > Onboarding in the top menu.
Once documents are ready to be sent to the employee(s), select the appropriate employee(s) in the left module so that their assigned documents appear in the right module. Check the checkbox next to all documents that are ready to be sent to the employee(s) and click the SEND button.
Because it is possible to list documents for multiple employees in the right module, the Filter by button can be used to view these documents as efficiently as possible. Documents can be filtered by Document Type; for example, to view all Payroll Start forms at once. Documents can also be filtered by Document Status; for example, to view all documents awaiting administrator approval. Simply select which filter you want to apply from the dropdowns in the Filter Options popup and click FILTER.
Once ready to review and approve documents, check the checkbox next to all applicable documents in the right module. For easy access, select Filter by > Document Status > Waiting Approval to view only documents ready for administrator attention.
Click the SIGN & APPROVE button.
In the Preview screen, all selected documents are displayed for review. Each PDF can be scrolled through to check for accuracy, and the left and right arrows can be used to move from PDF to PDF. If a document does not meet the administrator’s requirements for approval, it can be excluded from approval using the Exclude this document checkbox.
After documents have been approved, their status will automatically update to Completed.