[IMP] payroll: contract doc for version 17

closes odoo/documentation#8562

X-original-commit: 6522417fa6
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/payroll.rst

@@ -98,6 +98,8 @@ In order for an employee to be paid, they **must** have an active contract for a
 employment. Creating and viewing contract templates, and creating and viewing employment types, is
 possible from this section of the configuration header menu.
 
+.. _payroll/contract-templates:
+
 Templates
 ---------
 
@@ -296,8 +298,8 @@ Unpaid section
 
 - :guilabel:`Unpaid in Structures Types`: if the work entry is for work that is not paid, specify
   which pay structure the unpaid work entry applies to from the drop-down menu. Some situations
-  where work would be logged on a timesheet but no compensation given would be for unpaid
-  internships, unpaid training, or volunteer work.
+  where work is logged on a timesheet, but no compensation given would be for unpaid internships,
+  unpaid training, or volunteer work.
 
 Valid for advantages section
 ****************************
@@ -420,6 +422,8 @@ paid by the hour, so the wage type is :guilabel:`Hourly Wage`.
    :align: center
    :alt: List of all currently configured structure types available to use.
 
+.. _payroll/new-structure-type:
+
 New structure type
 ~~~~~~~~~~~~~~~~~~
 
@@ -654,6 +658,8 @@ field.
    :align: center
    :alt: A new Input Type form filled in.
 
+.. _payroll/salary-attachment-types:
+
 Salary attachment types
 -----------------------
 
@@ -957,6 +963,6 @@ form.
    :titlesonly:
 
    payroll/contracts
-   payroll/payslips
    payroll/work_entries
+   payroll/payslips
    payroll/reporting

content/applications/hr/payroll/contracts.rst

@@ -2,20 +2,23 @@
 Contracts
 =========
 
-Every employee in Odoo is required to have a contract in order to be paid. A contract outlines the
-terms of an employee's position, their compensation, their working hours, and any other details
-about their position.
+Every employee in Odoo is required to have a contract to be paid. A contract outlines the terms of
+an employee's job position, compensation, working hours, and any other details specific to their
+role.
 
 .. important::
    Contract documents (PDFs) are uploaded and organized using the *Documents* application, and are
-   signed using the *Sign* application. Ensure these applications are installed in order to send and
-   sign contracts. Please refer to the :doc:`/applications/productivity/documents` and
-   :doc:`/applications/productivity/sign` documentation.
+   signed using the *Sign* application. Ensure these applications are installed to send and sign
+   contracts. Please refer to the :doc:`../../productivity/documents` and
+   :doc:`../../productivity/sign` documentation.
 
-To view the employee contracts, go to the :menuselection:`Payroll app --> Employees --> Contracts`
-from the top menu. All employee contracts, and their current contract status, are displayed in a
-default kanban view. The default view displays both running contracts and contracts that need
-action. Expired and canceled contracts are hidden in the default view.
+To view the employee contracts, go to :menuselection:`Payroll app --> Contracts --> Contracts` from
+the top menu. All employee contracts are displayed in a default list view, grouped into four
+categories: :guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and :guilabel:`Cancelled`.
+
+The default view has all categories collapsed. The number of contracts in each category is displayed
+next to the category name (example: `Running (20)`). To view the list of contracts under any
+category, click on the category, and the list expands downward, showing all contracts beneath it.
 
 .. image:: contracts/contracts-overview.png
    :align: center
@@ -23,203 +26,348 @@ action. Expired and canceled contracts are hidden in the default view.
 
 .. note::
    The list of contracts in the *Payroll* application matches the list of contracts in the
-   *Employees* application. The default contracts view in the *Payroll* application displays running
-   contracts and contracts needing attention, while the default contracts view in the *Employees*
-   application displays all contracts in a kanban view, organized by their stage, regardless of
-   status. All contracts can be viewed by changing the filters.
+   *Employees* application.
 
-Create a new contract
-=====================
+.. _payroll/new-contract:
 
-In order for an employee to be paid, an active contract is required. If a new contract is needed,
-click the :guilabel:`Create` button on the contracts dashboard. A contract form appears where the
-information can be entered. Required fields are underlined in bold.
+Create new contracts
+====================
 
-Required fields
----------------
+For an employee to be paid, an active contract is required. When a new contract is needed, click the
+:guilabel:`New` button on the :guilabel:`Contracts` dashboard. A contract form appears where the
+information can be entered.
 
-.. image:: contracts/required-fields.png
+.. _payroll/gen-info:
+
+General information section
+---------------------------
+
+- :guilabel:`Contact Reference`: type in the name or title for the contract, such as `John Smith
+  Contract`. This field is **required**.
+- :guilabel:`Employee`: using the drop-down menu, select the employee that the contract applies to.
+- :guilabel:`Contract Start Date`: the date the contract starts. To choose a date, click the
+  drop-down menu, navigate to the correct month and year with the :guilabel:`< > (arrow)` icons,
+  then click on the desired date. This field is **required**.
+- :guilabel:`Contract End Date`: if the contract has a specific end date, click the drop-down menu,
+  navigate to the correct month and year with the :guilabel:`< > (arrow)` icons, then click on the
+  desired date.
+- :guilabel:`Working Schedule`: select one of the working schedules from the drop-down menu. This
+  field is **required**.
+
+  .. tip::
+     The :guilabel:`Working Schedule` drop-down menu displays all the working schedules for the
+     selected company. To modify or add to this list, go to :menuselection:`Payroll app -->
+     Configuration --> Working Schedules`. Click :guilabel:`New`, and create a new working schedule,
+     or click on an existing working schedule and make edits.
+
+- :guilabel:`Work Entry Source`: select how the :doc:`work entries <work_entries>` are generated.
+  This field is **required**. Click the radio button next to the desired selection. The options are:
+
+  - :guilabel:`Working Schedule`: work entries are generated based on the selected
+    :guilabel:`Working Schedule`.
+  - :guilabel:`Attendances`: work entries are generated based on the employee's check-in records in
+    the *Attendances* application. (This requires the *Attendances* application).
+  - :guilabel:`Planning`: work entries are generated based on the planned schedule for the employee
+    from the *Planning* application. (This requires the *Planning* application).
+
+- :guilabel:`Salary Structure Type`: select one of the salary structure types from the drop-down
+  menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A
+  :ref:`new salary structure type <payroll/new-structure-type>` can be created, if needed.
+- :guilabel:`Department`: select the department the contract applies to from the drop-down menu.
+- :guilabel:`Job Position`: select the specific job position the contract applies to from the
+  drop-down menu.
+
+  .. note::
+     If the selected :guilabel:`Job Position` has a contract template linked to it with a specific
+     :guilabel:`Salary Structure Type`, the :guilabel:`Salary Structure Type` changes to the one
+     associated with that :guilabel:`Job Position`.
+
+- :guilabel:`Wage on Payroll`: enter the employee's monthly wage.
+- :guilabel:`Contract Type`: choose either :guilabel:`Permanent`, :guilabel:`Temporary`,
+  :guilabel:`Seasonal`, :guilabel:`Full-Time`, or :guilabel:`Part-Time` from the drop-down menu.
+
+.. figure:: contracts/required-fields.png
    :align: center
-   :alt: New contract form to be filled in when creating a new contract.
+   :alt: New contract form to be filled in when creating a new contract, with required fields
+         outlined in red.
 
-- :guilabel:`Contact Reference`: Type in the name or title for the contract, such as `John Smith
-  Contract`.
-- :guilabel:`Company`: Select the company the contract applies to by clicking on the drop-down menu.
-  A new company can be created by typing the name in the field, then clicking either
-  :guilabel:`Create` to create the new company, or :guilabel:`Create and Edit` to create the new
-  company and edit the company details.
-- :guilabel:`Salary Structure Type`: Select one of the salary structure types from the drop-down
-  menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A new
-  salary structure type can be created by typing the name in the field.
-- :guilabel:`Start Date`: The date the contract starts. Choose a date by clicking on the drop-down
-  menu, navigating to the correct month and year by using the :guilabel:`< > (arrow)` icons, then
-  clicking on the :guilabel:`date`.
-- :guilabel:`Working Schedule`: Select one of the working schedules from the drop-down menu.
+   The general information section filled out, with the required fields highlighted in red.
 
-.. tip::
-   The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected
-   :guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll -->
-   Configuration --> Working Times` and either :guilabel:`Create` a new working time or click on an
-   existing working time and edit it by clicking :guilabel:`Edit`.
+Salary Information tab
+----------------------
 
-Optional fields
----------------
+This section is where the specific salary details are defined. This section is country-specific, so
+depending on where the company is located, these fields may vary.
 
-- :guilabel:`Employee`: Name of the employee that the contract applies to.
-- :guilabel:`Department`: The department the contract applies to.
-- :guilabel:`Job Position`: The specific job position the contract applies to.
-- :guilabel:`Contract Type`: Choose from :guilabel:`CDI`, :guilabel:`CDD`, or :guilabel:`PFI` from
-  the drop-down menu.
+The following fields are universal and apply to all localizations:
 
-  - :guilabel:`CDI` is an open-ended contract with only a start date but no end date.
-  - :guilabel:`CDD` is a contract with both a start date and an end date.
-  - :guilabel:`PFI` is a Belgian-specific contract used when hiring employees that need training,
-    and covers the training period specifically.
+- :guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the
+  drop-down menu.
+- :guilabel:`Schedule Pay`: select how often the employee is paid using the drop-down menu. Options
+  are :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`,
+  :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`,
+  :guilabel:`Weekly`, or :guilabel:`Daily`.
+- :guilabel:`Wage`: enter the employee's gross wage. The metric for the :guilabel:`Wage` is based on
+  what is selected for the :guilabel:`Schedule Pay`.
 
-- :guilabel:`End Date`: If the contract has a specific end date, click the drop-down menu, navigate
-  to the correct month and year using the arrow icons, then click on the date.
-- :guilabel:`HR Responsible`: If there is a specific person in HR that is responsible for the
-  contract, select the person from the drop-down menu.
-- :guilabel:`Analytic Account`: This field allows a link between the contract and a specific
-  analytic account for accounting purposes.
+  .. example::
+     If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then the :guilabel:`Wage`
+     field appears in a `$0.00/year` format. If the :guilabel:`Schedule Pay` is set to
+     :guilabel:`Bi-weekly`, then the :guilabel:`Wage` field appears in a `$0.00/two weeks` format.
 
-Contract details
-----------------
+- :guilabel:`Yearly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule
+  Pay` and :guilabel:`Wage` fields are entered. This amount is the total yearly cost for the
+  employer. This field can be modified. However, if this is modified, the :guilabel:`Wage` field
+  updates, accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost (Real)` are
+  correct if this field is modified.
+- :guilabel:`Monthly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule
+  Pay` and :guilabel:`Wage` fields are entered. This amount is the total monthly cost for the
+  employer. This field **cannot** be modified, and is calculated based on the :guilabel:`Yearly
+  Cost (Real)`.
+
+  .. image:: contracts/salary-info.png
+     :align: center
+     :alt: Optional tabs for a new contract.
+
+Contract Details tab
+--------------------
 
 The contract details section allows for the addition and editing of a contract, and the ability to
 send the contract to the employee for approval and signatures.
 
+- :guilabel:`Contract Template`: select a pre-existing contract template from the drop-down menu.
+  Contract templates are typically created through the configuration menu, and stored in the
+  *Documents* application.
+
+Sign section
+~~~~~~~~~~~~
+
+- :guilabel:`HR Responsible`: select the person who is responsible for validating the contract from
+  the drop-down menu. This field is required.
+- :guilabel:`New Contract Document Template`: select a contract from the drop-down menu to be
+  modified for this new employee contract. These documents are stored in the *Sign* application.
+- :guilabel:`Contract Update Document Template`: select a contract from the drop-down menu, if the
+  employee has an existing contract that requires updating. These documents are stored in the *Sign*
+  application.
+
+.. important::
+   The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, and
+   :guilabel:`Contract Update Document Template` fields are only visible if the *Sign* application
+   is installed, along with the `hr_contract_salary` and `hr_contract_salary_payroll` :doc:`modules
+   <../../general/apps_modules>`. The *Sign* application is where the contract templates are stored.
+   This application is required for an employee to sign any contract.
+
+Accounting section
+~~~~~~~~~~~~~~~~~~
+
+- :guilabel:`Analytic Account`: select the account the contract affects from the drop-down menu. It
+  is recommended to check with the accounting department to ensure the correct account is selected.
+
+Part Time section
+~~~~~~~~~~~~~~~~~
+
+- :guilabel:`Part Time`: tick this box if the employee is working part-time. When active, additional
+  fields appear:
+
+  - :guilabel:`% (Percentage)`: enter the percent of time the employee works as compared to a
+    full-time employee.
+  - :guilabel:`Standard Calendar`: select the working hours that a typical full-time worker uses
+    from the drop-down menu.
+  - :guilabel:`Part Time Work Entry Type`: select the work entry type that generates the balance of
+    a full-time working schedule.
+
+    .. example::
+       If a full-time employee works 40 hours a week, and the employee works 20, enter `50` in the
+       :guilabel:`% (Percentage)` field (50% of 40 hours = 20 hours). The employee generates twenty
+       (20) hours of work entries under the work entry type `part-time`, and another twenty (20)
+       hours of work entries under the work entry type `generic time off`, for a total of forty (40)
+       hours worth of work entries.
+
+Notes section
+~~~~~~~~~~~~~
+
+- :guilabel:`Notes`: a text field where any notes for the employee contract are entered for future
+  reference.
+
 .. image:: contracts/contract-details.png
    :align: center
    :alt: Contract details in optional tabs for a new contract.
 
-- :guilabel:`Contract Template`: Select a pre-existing contract template from the drop-down menu.
-  Contract templates are typically created through the *Recruitment* application.
-- :guilabel:`New Contract Document Template`: Select a contract from the drop-down menu to be
-  modified for this new employee contract.
-- :guilabel:`Contract Update Document Template`: Select a contract from the drop-down menu if the
-  employee has an existing contract that requires updating.
-- :guilabel:`Notes`: The notes field is a text field where any notes for the employee contract can
-  be entered for future reference.
+Personal Documents tab
+----------------------
 
-Modifying a contract
-~~~~~~~~~~~~~~~~~~~~
+Once an :guilabel:`Employee` is selected in the :ref:`General Information section
+<payroll/gen-info>`, the :guilabel:`Personal Documents` tab appears.
 
-Click the :guilabel:`External Link` button at the end of each line to open the corresponding
-contract template and make any changes.
+If any documents are needed to keep on file, add them in the :guilabel:`Personal Documents` tab.
+Depending on what other applications are installed, and what kind of benefits are enabled (and
+offered) to the employee, the various options to add a file varies. The :guilabel:`Image` option
+always appears, and is available by default.
 
-.. image:: contracts/external-link.png
-   :align: center
-   :alt: Contract details in optional tabs for a new contract.
+Click the :guilabel:`Upload your file` button next to the corresponding document, navigate to the
+file, then click :guilabel:`Open` to select the document and add it to the tab.
 
-A pop-up window appears with all the contract details. Modify the fields for the contract as needed.
+Modifying contract templates
+============================
 
-.. image:: contracts/modify-contract.png
-   :align: center
-   :alt: Edit the details for the contract.
+Contracts templates can be modified at any point when changes are needed.
 
-- :guilabel:`Tags`: Select any tags associated with the contract.
-- :guilabel:`Signed Document Workspace`: This is where the signatures are stored. Choose a
-  pre-configured workspace or create a new one.
-- :guilabel:`Signed Document Tags`: Select or create any tags associated only with the signed
-  contract as opposed to the original unsigned contract.
-- :guilabel:`Redirect Link`: Enter a redirect link for the employee to access the contract. A
-  redirect link takes the user from one URL to another, in this case, to the newly updated contract
-  specifically written for them.
-- :guilabel:`Who can Sign`: Select either :guilabel:`All Users` or :guilabel:`On Invitation`.
+To modify a contract template, refer to the :ref:`contract templates <payroll/contract-templates>`
+section of the main payroll documentation.
 
-  - :guilabel:`All Users`: Any user in the organization can sign the contract.
-  - :guilabel:`On Invitation`: Only users selected in this field can sign the contract.
-
-- :guilabel:`Invited Users`: Select the person(s) that can sign the document.
-- :guilabel:`Document`: The attached document can be replaced by clicking the :guilabel:`✏️
-  (pencil)` icon. A pop-up window appears so another document can be selected for upload. The file
-  must be a PDF. To remove the document, click the :guilabel:`🗑️ (trash can)` icon.
-
-Once the edits are complete, click the :guilabel:`Save` button. All the information for the selected
-contract template populates the fields in the :guilabel:`Salary Information` tab. Any additional
-tabs, such as :guilabel:`Personal Documents`, appears if applicable.
-
-Salary information
-------------------
-
-.. image:: contracts/salary-info.png
-   :align: center
-   :alt: Optional tabs for a new contract.
-
-This section is where the specific salary details are defined. This section is country-specific, so
-depending on where the company is located, these fields may vary.
-
-Enter the amount in the various fields, or check a box to apply a benefit. Some options that can be
-entered here include :guilabel:`Meal Vouchers`, :guilabel:`Fuel Card`, :guilabel:`Internet`,
-:guilabel:`Paid Time Off`, etc.
-
-Some fields may be automatically filled in based off of the contracts selected in the
-:guilabel:`Contract Details` tab.
-
-Attachment of salary
---------------------
+Salary attachments
+==================
 
 Any automatic deductions or allocations for an employee, such as child support payments and wage
-garnishments, are referred to as a *salary attachment*. This section is where all of these
-deductions or allocations are set.
+garnishments, are referred to as a *salary attachment*. Navigate to :menuselection:`Payroll app -->
+Contracts --> Salary Attachments` to view a list of all the currently configured salary attachments.
 
-To add a new deduction, click :guilabel:`Add a line`. Type in a description for the allocation under
-:guilabel:`Description`.
+Each salary attachment appears with all its relevant details displayed. The :guilabel:`Status` for
+each attachment is color-coded in the far right column.
+
+Currently running salary attachments have a :guilabel:`Status` of :guilabel:`Running`, and appear in
+green. Salary attachments that have been paid in-full, and are no longer active, have a
+:guilabel:`Status` of :guilabel:`Completed`, and appear in blue. Cancelled salary attachments have a
+:guilabel:`Status` of :guilabel:`Cancelled`, and appear in red.
+
+.. image:: contracts/attachments.png
+   :align: center
+   :alt: A list view of all the salary attachments with their status displayed.
+
+New salary attachment
+---------------------
+
+To create a new salary attachment from the :guilabel:`Salary Attachment` page, click
+:guilabel:`New`, and a blank salary attachment form loads. Enter the following information on the
+form:
+
+- :guilabel:`Employees`: add any employees the salary attachment applies to using the drop-down
+  menu.
+
+  .. tip::
+     Multiple employees can be added, if the salary attachment details are identical. After all
+     employees are added, a :guilabel:`Create Individual Attachments` button appears at the top of
+     the form.
+
+     After the form is completed, click the :guilabel:`Create Individual Attachments` button to
+     create separate salary attachments for each of the employees listed in this field.
+
+     .. image:: contracts/individual-attachments.png
+        :align: center
+        :alt: The Create Individual Attachments button that appears after multiple employees are
+              added to the Employees field.
+
+     This is a time-saving tip, so that separate salary attachments do not need to be created
+     individually. They can be created in a batch using this method.
+
+- :guilabel:`Description`: enter a description for the specific type of salary attachment.
+- :guilabel:`Type`: select the :ref:`type of salary attachment <payroll/salary-attachment-types>`
+  from the drop-down menu. The options listed come from the salary attachment types configured in
+  the configuration menu.
+- :guilabel:`Start Date`: enter the date the salary attachment begins. The first of the current
+  month populates this field, by default. Click on the date, and a calendar appears. Navigate to the
+  desired month and year, using the :guilabel:`< > (arrow)` icons, and click on the date to select
+  it.
+- :guilabel:`Document`: if any documents are needed for the salary attachment, click the
+  :guilabel:`Upload your file` button, and a file explorer appears. Navigate to the file, and click
+  :guilabel:`Open` to select them, and attach them to the form.
+- :guilabel:`Monthly Amount`: enter the amount to be taken out of the paycheck each month for this
+  salary attachment.
+- :guilabel:`Estimated End Date`: this field only appears after the :guilabel:`Monthly Amount` field
+  is populated, and if the :guilabel:`Type` is **not** set to :guilabel:`Child Support`. This date
+  is when the salary attachment is predicted to end, and is automatically calculated once both, the
+  :guilabel:`Monthly Amount` and :guilabel:`Total Amount`, fields are populated. This is calculated
+  based on how much is required to be paid, and how much is paid towards that amount each month. If
+  either the :guilabel:`Monthly Amount` or :guilabel:`Total Amount` changes, this field
+  automatically updates. It is **not** possible to modify this field.
+- :guilabel:`Total Amount`: enter the total amount to be paid in this field. If :guilabel:`Child
+  Support` is selected for the :guilabel:`Type`, this field does **not** appear.
 
 .. image:: contracts/garnishment.png
    :align: center
    :alt: Enter a new line for each type of garnishment.
 
-Select the :guilabel:`Garnished Type` from the drop-down menu. Choose from:
+.. important::
+   When the total amount has been paid for the salary attachment, navigate to the individual salary
+   attachment, and click the :guilabel:`Mark as Completed` button at the top of the form. This
+   changes the status to :guilabel:`Completed`, and the garnishments are no longer taken out of the
+   employee's paychecks.
 
-- :guilabel:`Attachment of Salary`: Any payments taken out towards something that is *not* child
-  support. Typically any garnishments such as lawsuit payments, payments toward taxes owed, etc.
-- :guilabel:`Assignment of Salary`: Any deduction that is not required but voluntary, such as a
-  pre-tax allocation to a college savings account.
-- :guilabel:`Child Support`: Any payments taken out specifically for child support.
+Offers
+======
 
-Enter the start and end dates the entry applies to. Click on the drop-down menu under
-:guilabel:`From` and :guilabel:`To`, navigate to the correct month and year by using the
-:guilabel:`< > (arrow)` icons, then click on the :guilabel:`date`.
+Once a contract has been created or modified, the contract **must** be sent to the employee to be
+accepted and signed.
 
-Last, enter the :guilabel:`Amount` that each payslip pays towards the entry.
+Send an offer
+-------------
 
-To delete a line, click the :guilabel:`🗑️ (trash can)` icon at the end of the line.
-
-Save and send the contract
---------------------------
-
-Once a contract has been created and/or modified, save the contract by clicking the :guilabel:`Save`
-button. Next, the contract must be sent to the employee to be signed.
-
-Click on one of the following buttons to send the contract to the employee:
+Open an individual contract by navigating to :menuselection:`Payroll app --> Contracts ->
+Contracts`, and click on a contract to open the contract form. Click on the :guilabel:`Generate
+Offer` button at the top of the page, and a :guilabel:`Generate Simulation Link` pop-up form
+appears.
 
 .. image:: contracts/send-contract.png
    :align: center
    :alt: Send the contract to the employee via one of the buttons.
 
-- :guilabel:`Generate Simulation Link`: This option is for Belgian companies only. Clicking this
-  opens a pop-up window that contains the basic information from the contract as well as a link for
-  the contract when using the salary configurator. Click :guilabel:`Send Offer` to send an email to
-  the employee so they can sign the contract.
+The :guilabel:`Generate Simulation Link` pop-up form contains all the information pulled from the
+contract, including the :guilabel:`Contract Template`, :guilabel:`Job Position`, :guilabel:`Job
+Title`, :guilabel:`Department`, :guilabel:`Contract Start Date`, :guilabel:`Default Vehicle`,
+:guilabel:`Contract Type`, and :guilabel:`Yearly Cost`.
 
-  .. image:: contracts/simulation.png
-     :align: center
-     :alt: Sends a link to the employee for the contract.
+At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This is the timeframe that
+the contract offer is valid for. By default, this field is pre-populated with `30 days`, but it can
+be modified.
 
-  .. note::
-     In order to send a contract using the :guilabel:`Generate Simulation Link`, there must be a
-     signature field in the contract PDF being sent to the employee so they can sign it.
+Click the :guilabel:`Send By Email` button, and a :guilabel:`Send Offer Email` template pop-up
+window appears. Make any modifications to the email, and attach any additional documents needed,
+then click :guilabel:`Send` to send the offer.
 
-- :guilabel:`Signature Request`: Click this and a pop-up window appears where an email can be typed
-  to the employee. Select the document, such as a contract, NDA, or Homeworking Policy, from the
-  drop-down menu, and fill out the email section. Click :guilabel:`Send` when the email is ready to
-  be sent.
+.. image:: contracts/send-offer.png
+   :align: center
+   :alt: The email template pop-up to send an offer.
 
-  .. image:: contracts/sign-contract.png
-     :align: center
-     :alt: Request a signature for the contract via email.
+.. note::
+   To send a contract using the :guilabel:`Generate Simulation Link`, there **must** be a signature
+   field in the contract PDF being sent to the employee, so they can sign it.
 
-- :guilabel:`Credit Time`: This option is for Belgian companies only. When clicked, a pop-up window
-  appears that allows for the changing of working times, and can compute time off.
+Accept an offer
+---------------
+
+Once the offer email is received, the offer can be accepted, and the contract can be signed.
+
+In the offer email, click the :guilabel:`Configure your package` button, and the offer loads in a
+new tab. Enter the requested information on the form. Next, click the :guilabel:`Review Contract &
+Sign` button to begin the signing process.
+
+Click the :guilabel:`CLICK TO START` button at the top-left of the contract. Follow the prompts to
+complete the signature request. The contract auto-populates with the information entered on the
+:guilabel:`Configure your package` page. When done, click the :guilabel:`Validate & Send Completed
+Document` button at the bottom of the contract.
+
+After the document is signed by the (potential) employee, management signs the contract next. The
+manager's signature is completed directly in the *Sign* application.
+
+.. image:: contracts/sign-contract.png
+   :align: center
+   :alt: The contract offer, ready to sign with the Click to Start button highlighted.
+
+.. note::
+   Depending on the localization settings, there may be the option to customize the offer in the
+   :guilabel:`Configure your package` tab.
+
+View offers
+-----------
+
+To view the current offers, navigate to :menuselection:`Payroll app --> Contracts --> Offers`. This
+presents all offers in a list view, grouped by status, and displays the number of offers in each
+status category. The statuses are: :guilabel:`Fully Signed`, :guilabel:`Partially Signed`,
+:guilabel:`In Progress`, and :guilabel:`Expired`.
+
+To view the offers with a specific status, click on the status to expand the list. If a specific
+status has no offers, the status is not visible in the list.
+
+.. image:: contracts/offers.png
+   :align: center
+   :alt: The offers in a list view, grouped by status.