Assigning Agreements

Employers must be signatory to an agreement in order to utilize downstream report tracking. You can add signatory status to an agreement in two places: the Employer Detail page and Agreement Editor. 

When assigning signatory status, please note:

• Start dates should be set to the first day of the month, and end dates should be set to the last day of the month.
• All dates should have an mm/dd/yyyy format.

To assign agreements using the Employer Detail page:

1. Go to the Employer's Profile by clicking on their Company name from your Employer Roster.
2. Click on the Signatory Agreements tab.
3. Use the dropdown at the bottom of the page to select an agreement, and click Add.
4. Enter an Effective Start Date (and Effective End Date, if relevant).
5. Click Apply to save changes and stay on the page or Save to save and close.

To assign agreements using the Agreement Editor:

1. Using the menu bar at the top of EPRLive, go to Agreements > Agreement Roster.
2. Locate the agreement you need and click the title to enter the editor.
3. Scroll down to find the Signatory Employers section in the bottom-right.
4. Select the employer from the drop-down list and click Add.
5. Enter an Effective Start Date (and Effective End Date, if relevant).
6. Click Save.