Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Tools program process.

This card is to outline the process for purchasing the tools requested and preparing the agreement for the employee to have funds deducted from his paycheck.

Wendy will email Payroll@l3av.com when we have a new tools program order:

Once you see this go to SharePoint -> Human resources -> Confidential HR Documents -> TOOL PROGRAM

Link -> TOOL PROGRAM

Create a new folder with the employee name

Copy over the tool program agreement form into the folder

Once your in the folder copy over the PDF receipt in the email and rename it Exhibit D

Open the tool program form you will change the highlighted portions

Employee name
Loan agreement date (Day you are creating the form)
Total Amount (You will get this amount from the receipt)
First paycheck date (If you get make this the same week as payroll do the next payroll otherwise it will be the soonest payroll date, Make sure to follow up if it is not signed within 48 hours)
End date ( Each check removes $100 from total amount, count how many payrolls it will take to be fully paid and put that last payroll date)
End amount (The last amount will always be whatever is left remaining see below for example)

Once you are done filling the form save a PDF copy in the same folder and change the date to the agreement made date:

Now that you have all the documents ready log into DocuSign. First drag over the PDF document and then add the Exhibit D document.

Add recipients this will be the employee and always add the manager of the employee.

Add an email message make sure to add that they need to sign it no later that the Monday of payroll week see below:

Click next. now you will add the signature and date box. Make sure to switch between employee and manager.

*Please makes sure to put an initial for the employee (not the manager) at the bottom of each page including the attachment with the purchase receipts.

It will look like this when it is done:

Click send and you are done! After you send the DocuSign follow up after 48 hours if nothing is signed. Once the form is fully signed download the combined PDF document and put it in their confidential employee folder under employee agreements. Notify Brandelyn so she can add the deductions on their payroll.

***If the tool program amount exceeds $1,250, You will need to get approval from Lisa & Ashley. They will provide the amount per pay period.***

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.