GoCo makes it easy to manage and sign important payroll-related documents without leaving the system. If you're a signatory for your embedded payroll provider, you can conveniently sign documents directly from the Payroll app, streamlining your payroll process. This guide will walk you through the steps to sign these documents and what to expect if you don't have signing permissions.
Why Sign Documents Within GoCo?
- Convenience: Sign documents directly in GoCo without needing to switch between different platforms.
- Efficiency: Quickly access and complete documents from your embedded payroll provider.
- Security: Permissions ensure that only authorized signatories can sign payroll documents.
How to Sign Documents in GoCo
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Navigate to the Payroll App
Start by logging into your GoCo account and selecting the Payroll app from the navigation tabs on the left side of your screen.
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Go to the Documents Section
Inside the Payroll app, locate and click on the Documents section where all relevant payroll documents are stored. For more information on Payroll Tax Documents, check out this help article.
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Select the Document You Need to Sign
Browse the list of documents to find the one that requires your signature & hit the blue "Sign" button.
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Check Your Permissions
GoCo will automatically check if you have signatory permissions with the embedded payroll provider:- If you are an authorized signatory, you'll be taken directly to the document modal.
- If you are not an authorized signatory, you will receive an error message like the one below indicating that you do not have permission to sign the document.
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Sign the Document
If you have the necessary permissions, follow the prompts in the document modal to add your signature. Once complete, save or confirm your changes.
Troubleshooting Tips
- Error Message: If you receive an error message stating you don't have signatory permissions, reach out to your payroll administrator to confirm your access level.
- Document Not Appearing: Ensure you are looking in the Documents section of the Payroll app and that you have the appropriate permissions set up in your embedded payroll provider.
Signing payroll documents within GoCo is a seamless process for authorized signatories, helping to streamline your payroll workflow. If you encounter any issues, make sure your signatory permissions are up to date to ensure a smooth signing experience.