Purpose: Step-by-step guidance focused only on contracts.
Before You Start
Make sure:
The employee exists in the Employee Manager.
You know which contract template matches the role and employment type.
How to create a contract from a template
Go to HR from the main menu and select Contracts.
Choose the contract template that fits the employee’s role or employment type.
Click Apply Template and search for the employee.
Click the orange Edit button to open the contract.
How to complete and save the contract
Work through the contract and fill in all grey fields. These are the parts you must personalise.
Save as you go. The contract remains in Drafts until you finalise it.
When you have completed all edits, click Mark as Complete, then Save Contract.
How to issue the contract and get it signed
To issue the contract, click Issue. The contract will appear in My Tasks.
The employee signs the contract via My Tasks.
Once signed, the employee record updates to show the date and confirmation of signing.
Can I reuse a contract for another employee?
If another employee will start on identical terms, you can template a completed contract for future use.
You can download the contract as a PDF to review it before you issue it.