Create Delivery – To deliver Assignment Package contents, Delivery Options must be configured within the Assignment Package Configuration.

You can select a Delivery Option and click

to begin the process.

Note - Assignment Packages with e-Sign Documents will only be allowed to initiate delivery if all the documents are fully signed.

When the selected <Delivery Option> is configured to deliver via <Email>, a Note/Communication will be created. The user can review and/or modify accordingly before saving and sending the package.

Documents included per the Email Template are automatically attached to the Note/Communication. All Reports and/or Documents from the Assignment Package are also included. If password protection was configured, once the email has been saved or sent, the documents will be protected and the user will need to enter the appropriate password to open the document. The password is based upon the system preference Assignment Report Email Attachment PDF Document Password Source. The default for this preference is Employee System Number, but other options are available.

Once a Note/Communication has been saved documents can be edited, including deleting if needed. Clicking

will deliver the email as specified per the To, CC and BCC.

Note that Email Templates that use the Advanced Email Template Editor mode are also supported in Assignment Packages.

Create Delivery – To create a delivery to the Employee Portal, select a <Delivery Option> of that type and click [Start Delivery]. This will cause the Post Documents to Mobile Employee Experience section to appear.

Select Contents to Deliver – Placing a check in the tick box next to documents or reports will cause them to be included in the delivery. All, some, or none can be checked. After the initial delivery, to remove any Assignment Package contents from the Portal, create a new delivery with nothing selected.

Notify Employee via Email – This option will only be available when the Employee associated to the Assignment for which the Package was generated has an email address in the system. When checked, if an email template was selected during configuration of the Delivery Option, it will be used to generate the email to notify the employee that they have new items to view in the Portal. When there is no template associated to the Delivery Option and this option is checked, a generic email notification will be sent. If documents are removed from the Portal and an Employee was previously notified via email, they will also be notified of the removal.

A summary of Deliveries created is available within the Assignment Package. Once delivered the Status column will change from Draft to Delivered when the Delivery Method is Email. At that point neither the Assignment Package nor the Note/Communication can be deleted.

When the Delivery Method is Portal, the Status will be either Delivered (if that delivery is the most recent for the Assignment Package and reflects what an Employee will see in the Portal) or Overridden (if a more recent delivery has superseded past deliveries).

Details of what was included in Portal deliveries can be accessed by clicking the

pencil icon next to a record. This will bring up the Delivery Detail pop-up, which will display information about the email template selected to notify the employee, and the document(s) and report(s) that the Employee had access to in the Portal at a point in time. Clicking the name will cause the document or report to download. They are not replaced if something is rebuilt, so that internal users have a view into historical deliveries to Employees on the Portal.

Updates – Once updates have been made to document, you can update the documents generated

Security rights to the Assignment Package Portal Delivery Details Popup must be granted to view the details of Portal deliveries.