Uploading Manually Completed Employee Applications with Signed & Active Dates

🔧 feature overview users can now upload employee applications that were filled out by hand and received via email directly to the client’s lead card this enhancement allows users to enter both the signed date and active date , ensuring the employee’s information is accurately recorded and visible across the system—most importantly in the payroll dashboard’s pending employee interim modal previously, users could not enter these dates when uploading manual applications, and as a result, employees would not populate in key payroll views 🚀 how it works 1\ navigate to the client's lead card go to the lead card of the client who submitted the handwritten employee application 2\ launch the employee onboarding form click “add employee” , complete the form using the details from the handwritten application, and enable the "existing employee" toggle 3\ new fields displayed once the toggle is activated, two new fields will appear above the file upload section signed date default today’s date editable ✅ yes requirement must match the date on the physical application active date default 48 hours after the signed date editable ✅ yes purpose reflect the employee’s official start date 4\ upload the completed application attach the signed employee application and click submit 📌 system behavior & visibility field default behavior system use signed date prefilled with today’s date required for internal validation active date prefilled with +48 hours triggers appearance in payroll interim modal ✅ if active date is today or in the future the employee will appear in the pending employee interim modal on the payroll dashboard , beginning on the active date ⛔ if active date is in the past the employee will not appear in the modal but will still be recorded under the employee tab on the lead card ⚠️ please note it may take 30 minutes to 1 hour for the pending employee interim flag to appear after the application is uploaded the flag will only populate on the employee’s active date if you are aware that the interim needs to be processed immediately, you do not need to wait for the employee to appear in the modal—processing can begin right away 🔍 where to see the data once submitted, the following updates will occur lead card → employee tab displays both signed date and active date , replacing “manual upload” status payroll dashboard → pending employee interim modal employee will show here starting on the active date (as long as it’s today or in the future) audit log the upload activity, including file and date entries, is recorded for compliance and tracking 📝 notes the signed date must match the date shown on the physical application this feature brings manually uploaded applications into alignment with digital onboarding processes manual uploads now trigger standard system behaviors , including dashboard visibility and employee record updates