An Overview of Contracts on Opsyte

Opsyte's Contracts function allows you to create contract templates, which you can then personalise and allocate to employees at the click of a button! The Contracts function is part of our Staff module, and you will need the Contracts permission to be able to create and allocate contracts.

To begin, navigate your way to Contracts in the Staff section of the portal or use the company admin section.

1. Click "Employment Contract Templates"

2. Click "Create New Template".

This will bring up the page below, where you will be asked to enter the contract template name and the contract text.

3. Enter a template name.

4. You can use our Autofill Placeholders to save you time when allocating contracts to employees. Simply click on the placeholder from the list, and insert it in the place in your contract where you'd like that information auto-filled.

5. Use the tools to format your contract template.

6. Finally, before creating the contract template you will need to decide if the contract template you have designed is specific to the site you are in, or if it should be available company wide. You can choose this by selecting the toggle shown below.

7. Once completed, press submit.

When you allocate a contract to an employee, the placeholders will be auto filled with information from their personal profile in Opsyte. Don't worry, once you allocate a Contract to an employee you will still have a chance to view and edit the information at that point, before it is finally submitted.

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