How to Allocate Contracts to Employees
Now you have created your contract templates, you can allocate them to employees in the Contracts page. To navigate to the Contracts page, click on the Staff section (under People) in the sidebar, then click on Contracts.
1. Click "Staff"
2. Click "Contracts"
3. Click "Staff without contracts"
Click on this tile, and you will be taken to a list of employees that haven't yet had Employment Contracts allocated. You will also be able to see a list of staff Without Employee Signed Contract and Without Manager Signed Contract.
4. Click the "Create contract".
5. You will then be able to select the appropriate contract from the drop down list, once you have selected your contract click Create.
You will now be able to view and make any final edits to your employment contract before sending it to the employee. Make any edits necessary, then click Save and Send.
The employee will not receive this contract for signing until you press Save and send. If you wish to still make changes before sending to the employee you can Save as Draft.
You now also have the option to sign the contract when sending it to the employee, using the "Sign Document" tick box as shown below:
6. You can add an expiry date by ticking "Expire" and entering the end date.
7. Click "Save and send"
How to Sign Contracts as a Manager
As a manager, you will need to sign your employee's contracts. To do this, navigate your way to the Contracts page in the side bar - under People, click Staff, then Contracts.
One of the tiles you see at the top of this page will say Pending Management Signatures, you should click on this.
8. Then Click "Sign Contract".
