How to Set Up and Create Contracts in the HR Records Module

To create a contract for an employee, you need to configure the necessary data in the following order:

1. Create Contract Type
2. Create Salary Type
3. Create Allowance Type
4. Create Contract Template
5. Create Contract

Step-by-Step Guide

Step 1: Create a Contract Type

1. Navigate to HR Records Module → Settings → Contract Type.
2. Click Add to create a new contract type.
3. The system will display a form where you can enter the required values.
4. Once saved successfully, the contract type will be available in the Contracts menu of the HR Records module.

Step 2: Create a Salary Type

1. Go to the Salary Type screen.
2. Click on Add to create a new salary type.
3. The system will open the New Salary Type screen.
4. Enter the required details and save.
5. Successfully created salary types will be available in the Contracts menu of the HR Records module.

Step 3: Create an Allowance Type

1. Navigate to the Allowance Type screen.
2. Click Add to create a new allowance type.
3. The system will open the New Allowance Type screen.
4. Enter the required details and click Save to confirm.

Step 4: Create a Contract Template

1. Go to the Contract Template screen.
2. Click on New Contract Template.
3. The system will open the Add Contract Template screen.
4. Enter the required details and click Save to store the template.

Step 5: Create a Contract

1. Navigate to the Contracts menu.
2. Click Create Contract to start a new contract.
3. The system will display a form where you can enter contract details, including contract type, salary type, and allowances.
4. Enter all necessary information and save the contract.

Final Notes

• Ensure that contract types, salary types, and allowance types are set up before creating a contract.
• Contract templates streamline the process by providing predefined formats for different employment types.
• Once a contract is successfully created, it will be stored in the Contracts menu for reference and management.