Contract templates in Settings - HR Records

The Contract Template screen is used to design and manage contract templates. The data entered here will be referenced in the Contracts Menu of the HR Records module.

1. Adding a New Contract Template

Step 1: Create a New Contract Template

1. Navigate to Contract Template Settings.
2. Click New Contract Template to create a new template.

Step 2: Enter Contract Template Details

1. The system will display the Add Contract Template screen.
2. Enter the required details.
3. Click Save to confirm the operation or Close to cancel.

Explanation of Fields:

• Contract Template Name: Enter a descriptive name for the contract template.
• Job Position: Select the job position for which this contract will be used. This data is retrieved from the Job Position Settings.
• Contract Template Design: Use this section to design the contract layout.
• Available Merge Fields: Select dynamic fields to be automatically populated within the contract content.

2. Editing a Contract Template

Step 1: Select a Contract Template to Edit

1. Locate the contract template that needs modification.
2. Click the Edit icon next to the corresponding entry.

Step 2: Modify Contract Template Details

1. The system will display the Edit Contract Template screen.
2. Make the necessary changes.
3. Click Save to confirm the update or Close to discard the changes.

3. Deleting a Contract Template

Step 1: Select a Contract Template to Delete

1. Locate the contract template you want to remove.
2. Click the Delete icon next to the corresponding entry.

Step 2: Confirm Deletion

1. The system will display a confirmation message.
2. Click OK to proceed with deletion or Cancel to abort the action.

Final Notes

• Ensure that contract templates are well-structured before assigning them in the Contracts Menu.
• Use the Available Merge Fields feature to automate contract population with employee-specific data.
• Deleted contract templates cannot be recovered, so proceed with caution when removing records.