1. Log in to Rippling.
2. Locate the briefcase icon on your dashboard.
   1. This is where you will find the Documents Folder.
3. You will see 5 sections in the Documents Folder 
   1. People: This shows all your employees and the status of the documents they have received.  The 3 dots next to each row will show you the list of docs sent and if anything is incomplete. You can send reminders here as well.
   2. Documents: templates for all your documents which are categorized and in folders. 
   3. Rules: Used to assign who receives each type of documents when being hired/terminated.
   4. Bulk Upload: to upload employee documents
   5. Settings: to set signatories and email templates
4. 

You can use this section to send any kind of notification to your employees - like information on new insurance benefits or invites to a company party.   


Here are some reasons you may need to update:

1. If your employee Handbook changes, archive the old document and upload the new one.  Then send it to your employees to be reviewed and signed.
2. If the regulations change and a new document is required by law, add it here and send for signature if required.
3. If an employee is hired from a different state, you will need to review and add documents for that state.
4. Your Workers' Compensation Insurance information is required on some documents.  When/if this changes, you must update the details.  See the next Step.

To add a document, simply click "Create a document." 
You can choose a template for certain types of documents or Start from Scratch and follow the process to add.  The instructions will tell you what each type of document is for. 

Updating Workers’ Compensation Policy Information

1. Three documents need to be updated if your workers' comp insurance changes. This should be checked annually.
2. To adjust the first document, Click on Templated Notices and select the Workers' Comp Pamphlet.
3. Select Edit.
4. Click Continue.
5. Scroll down until you find a box to update the policy 
6. Scroll up.
7. Click Next.
8. Click Publish.

Signatories

1. If you have your Rippling account open, you can add signatories by clicking HERE 
2. Under the Settings tab, you can change or add signatories to each type of document. 
3. Settings tab will show you who signs the documents. 
4. First, select the people you want to give signature authority to and Rippling will send a request to collect the electronic signature.
5. Then assign each type of document (Company, Offer, Termination) to those with the authority
6. Assignment tab: 
   1. Company signatory: for company letters.
   2. Offer letter signatory: will auto populate the offer letters with this signature.
   3. Termination signatory: will auto populate the termination letters. 

Email Templates

1. The Email Templates section is used for emails that you will use regularly that introduce the documents you are sending to employees.  They should include the actions the employee must take in relation to the document - i.e. Signing offer letters, attesting to notices received or Login to sign up for your Benefits, 
2. Customize email invitations or notices as needed, then save the updated templates for future use. 

                   

1. Locate the Offer Letters category, which includes:
   1. One for 1099 employees
   2. One W2 employees
   3. One for temporary positions
2. Click to review the agreements. 

1. Locatethe Termination Templates category, which includes three templates:
   1. Termination Template 1 is used most often.
   2. Templates 2 and 3 are for employees under 40 and over 40, respectively, particularly for severance and legal waivers.
2. Click to review the agreements. 

1. Ensure employees sign agreements required by California law. These are sent via Rippling with email instructions for signing. 

1. For documents that are static in nature and DO NOT require a signature:
2. It is mandatory for employees to confirm via email that they have received and thoroughly reviewed these documents.
3. Utilize the email templates that have been specially created for this purpose.
   

1. This letter does not require a signature.
2. It is essential to keep your workers' compensation insurance information updated. 
3. When there are any changes to your WC (workers' compensation) policy, please ensure they are reflected in this document.

1. These do not require a signature but must be sent to employees. 

1. If you have further questions, consult the help section in Rippling or contact support.