There are two major parts in setting up a contract — the general information and the contract layout. Start with this topic to enter the general information, and then continue to set up the contract layout.
You might also be able to use the Copy a Contract feature to quickly create a new contract.
IMPORTANT: Save your work often as you create the contract.
Select Employee Contracts from the Human Resources menu, and that window opens.
Click Add, and the Employee Contract Details window opens.
Complete the fields in the General section as described. Remember to SAVE often.
Contract Type: Select from the pull-down list. Note: The field defaults to the first type in the list.
Description: Optional. Enter text if you need to differentiate similar contract types. This description doesn't print on the contracts.
Include primary jobs only: Check this box to print the contract for the employee's primary job.
Include
all jobs of this contract type on this contract: For example,
an employee may have multiple certified jobs, such as teacher
and merit pay.
Leave this box unchecked
if you want to include just one
job on this contract.
Check the box if you want
to include all jobs of
this contract type. If you check the box, the Job Block Columns
and Jobs/Addendums fields become visible.
Job Block Columns: Select the fields you want to include in the job block. Options are: job name, designation, job name & designation, start & end dates, hourly rate, hours per day, FTE, contract days, salary, site, salary schedule, step, & grade.
Jobs/Addendums: All jobs linked to this contract type are included in the list. Select some or all jobs.
Include
jobs from other contract types on this contract:
Leave this box unchecked
if you don't want to include the employee's jobs linked to other
contract types.
Check the box if you want
to include jobs linked to multiple contract types. If you check
the box, the Other Job Contract Type, Other Job Block Columns
and Other Jobs/Addendums fields become visible.
Other Job Contract Type: Options are: the remaining contract types, all contract types, and all not/none contract types.
Other Jobs/Addendums: All jobs linked to the selected contract type(s) are included in the list. Select some or all jobs.
Other Job Block Columns: Select the fields you want to include in the job block. Options are: job name, designation, job name & designation, start & end dates, hourly rate, hours per day, FTE, contract days, salary, site, salary schedule, step, & grade.
Click Save.
Optional. Select a Logo. Logos are uploaded in Administration > Manage Logos. If you select a logo, the logo size fields become visible. Click here for instructions on checking the size of your logo and then re-sizing it if needed.
Logo Width (Max): Enter the maximum width in inches to 2 decimal points. You must enter a number in this field, or the logo won't be printed.
Logo Height (Max): Enter the maximum height in inches to 2 decimal points. You must enter a number in this field, or the logo won't be printed.
Click Save.
Optional. Select Signature(s). Signatures are uploaded in Administration > Manage Signatures.
Click Save.
Continue with Create Employee Contracts — Contract Layout
Return to Employee Contracts Overview