Employee Records
Employee Records
Breadcrumbs

Create Contract

  1. Choose Contracts from the main menu.

  2. Click Create.

  3. Either choose an existing contract to use as a template or create a new one. 

  4. Enter a name for the contract.

  5. Add a description (optional).

  6. If needed, enter a new contract type or select an existing one.

  7. Choose a folder to send the completed letter to. 

  8. Specify whether a user is allowed to decline a contract.

  9. Click Continue.

  10. Use the text editor to create the contract.Copy/paste text from an existing contract or write a new letter.Use personalized content tags to include data such as first and last name, employee ID, etc. To create a new personalized content tag:Click Add New to import data from a CSV file or by copying/pasting it into the Import engine. Enter a tag name.Click Add.Click Yes.Select the new tag from the personalized content tags list to insert it into the contract.Click Insert Signature Line to insert a standard signature line. You can:Keep the standard signature and date.Edit the signature and date.Insert a signature image by removing the standard signature line and selecting Insert Image, then Upload Image, and then Use Image.

  11. Click Save and Exit.