[IMP] payroll: contract doc for version 17
closes odoo/documentation#8562
X-original-commit: 6522417fa6
Signed-off-by: Lara Martini (larm) <larm@odoo.com>
@ -98,6 +98,8 @@ In order for an employee to be paid, they **must** have an active contract for a
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employment. Creating and viewing contract templates, and creating and viewing employment types, is
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possible from this section of the configuration header menu.
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.. _payroll/contract-templates:
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Templates
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---------
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@ -296,8 +298,8 @@ Unpaid section
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- :guilabel:`Unpaid in Structures Types`: if the work entry is for work that is not paid, specify
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which pay structure the unpaid work entry applies to from the drop-down menu. Some situations
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where work would be logged on a timesheet but no compensation given would be for unpaid
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internships, unpaid training, or volunteer work.
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where work is logged on a timesheet, but no compensation given would be for unpaid internships,
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unpaid training, or volunteer work.
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Valid for advantages section
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****************************
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@ -420,6 +422,8 @@ paid by the hour, so the wage type is :guilabel:`Hourly Wage`.
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:align: center
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:alt: List of all currently configured structure types available to use.
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.. _payroll/new-structure-type:
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New structure type
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~~~~~~~~~~~~~~~~~~
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@ -654,6 +658,8 @@ field.
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:align: center
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:alt: A new Input Type form filled in.
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.. _payroll/salary-attachment-types:
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Salary attachment types
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-----------------------
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@ -957,6 +963,6 @@ form.
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:titlesonly:
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payroll/contracts
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payroll/payslips
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payroll/work_entries
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payroll/payslips
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payroll/reporting
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@ -2,20 +2,23 @@
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Contracts
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=========
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Every employee in Odoo is required to have a contract in order to be paid. A contract outlines the
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terms of an employee's position, their compensation, their working hours, and any other details
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about their position.
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Every employee in Odoo is required to have a contract to be paid. A contract outlines the terms of
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an employee's job position, compensation, working hours, and any other details specific to their
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role.
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.. important::
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Contract documents (PDFs) are uploaded and organized using the *Documents* application, and are
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signed using the *Sign* application. Ensure these applications are installed in order to send and
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sign contracts. Please refer to the :doc:`/applications/productivity/documents` and
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:doc:`/applications/productivity/sign` documentation.
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signed using the *Sign* application. Ensure these applications are installed to send and sign
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contracts. Please refer to the :doc:`../../productivity/documents` and
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:doc:`../../productivity/sign` documentation.
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To view the employee contracts, go to the :menuselection:`Payroll app --> Employees --> Contracts`
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from the top menu. All employee contracts, and their current contract status, are displayed in a
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default kanban view. The default view displays both running contracts and contracts that need
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action. Expired and canceled contracts are hidden in the default view.
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To view the employee contracts, go to :menuselection:`Payroll app --> Contracts --> Contracts` from
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the top menu. All employee contracts are displayed in a default list view, grouped into four
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categories: :guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and :guilabel:`Cancelled`.
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The default view has all categories collapsed. The number of contracts in each category is displayed
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next to the category name (example: `Running (20)`). To view the list of contracts under any
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category, click on the category, and the list expands downward, showing all contracts beneath it.
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.. image:: contracts/contracts-overview.png
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:align: center
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@ -23,203 +26,348 @@ action. Expired and canceled contracts are hidden in the default view.
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.. note::
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The list of contracts in the *Payroll* application matches the list of contracts in the
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*Employees* application. The default contracts view in the *Payroll* application displays running
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contracts and contracts needing attention, while the default contracts view in the *Employees*
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application displays all contracts in a kanban view, organized by their stage, regardless of
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status. All contracts can be viewed by changing the filters.
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*Employees* application.
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Create a new contract
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=====================
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.. _payroll/new-contract:
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In order for an employee to be paid, an active contract is required. If a new contract is needed,
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click the :guilabel:`Create` button on the contracts dashboard. A contract form appears where the
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information can be entered. Required fields are underlined in bold.
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Create new contracts
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====================
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Required fields
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---------------
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For an employee to be paid, an active contract is required. When a new contract is needed, click the
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:guilabel:`New` button on the :guilabel:`Contracts` dashboard. A contract form appears where the
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information can be entered.
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.. image:: contracts/required-fields.png
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.. _payroll/gen-info:
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General information section
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---------------------------
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- :guilabel:`Contact Reference`: type in the name or title for the contract, such as `John Smith
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Contract`. This field is **required**.
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- :guilabel:`Employee`: using the drop-down menu, select the employee that the contract applies to.
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- :guilabel:`Contract Start Date`: the date the contract starts. To choose a date, click the
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drop-down menu, navigate to the correct month and year with the :guilabel:`< > (arrow)` icons,
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then click on the desired date. This field is **required**.
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- :guilabel:`Contract End Date`: if the contract has a specific end date, click the drop-down menu,
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navigate to the correct month and year with the :guilabel:`< > (arrow)` icons, then click on the
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desired date.
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- :guilabel:`Working Schedule`: select one of the working schedules from the drop-down menu. This
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field is **required**.
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.. tip::
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The :guilabel:`Working Schedule` drop-down menu displays all the working schedules for the
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selected company. To modify or add to this list, go to :menuselection:`Payroll app -->
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Configuration --> Working Schedules`. Click :guilabel:`New`, and create a new working schedule,
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or click on an existing working schedule and make edits.
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- :guilabel:`Work Entry Source`: select how the :doc:`work entries <work_entries>` are generated.
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This field is **required**. Click the radio button next to the desired selection. The options are:
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- :guilabel:`Working Schedule`: work entries are generated based on the selected
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:guilabel:`Working Schedule`.
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- :guilabel:`Attendances`: work entries are generated based on the employee's check-in records in
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the *Attendances* application. (This requires the *Attendances* application).
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- :guilabel:`Planning`: work entries are generated based on the planned schedule for the employee
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from the *Planning* application. (This requires the *Planning* application).
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- :guilabel:`Salary Structure Type`: select one of the salary structure types from the drop-down
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menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A
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:ref:`new salary structure type <payroll/new-structure-type>` can be created, if needed.
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- :guilabel:`Department`: select the department the contract applies to from the drop-down menu.
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- :guilabel:`Job Position`: select the specific job position the contract applies to from the
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drop-down menu.
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.. note::
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If the selected :guilabel:`Job Position` has a contract template linked to it with a specific
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:guilabel:`Salary Structure Type`, the :guilabel:`Salary Structure Type` changes to the one
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associated with that :guilabel:`Job Position`.
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- :guilabel:`Wage on Payroll`: enter the employee's monthly wage.
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- :guilabel:`Contract Type`: choose either :guilabel:`Permanent`, :guilabel:`Temporary`,
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:guilabel:`Seasonal`, :guilabel:`Full-Time`, or :guilabel:`Part-Time` from the drop-down menu.
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.. figure:: contracts/required-fields.png
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:align: center
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:alt: New contract form to be filled in when creating a new contract.
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:alt: New contract form to be filled in when creating a new contract, with required fields
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outlined in red.
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- :guilabel:`Contact Reference`: Type in the name or title for the contract, such as `John Smith
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Contract`.
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- :guilabel:`Company`: Select the company the contract applies to by clicking on the drop-down menu.
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A new company can be created by typing the name in the field, then clicking either
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:guilabel:`Create` to create the new company, or :guilabel:`Create and Edit` to create the new
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company and edit the company details.
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- :guilabel:`Salary Structure Type`: Select one of the salary structure types from the drop-down
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menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A new
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salary structure type can be created by typing the name in the field.
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- :guilabel:`Start Date`: The date the contract starts. Choose a date by clicking on the drop-down
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menu, navigating to the correct month and year by using the :guilabel:`< > (arrow)` icons, then
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clicking on the :guilabel:`date`.
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- :guilabel:`Working Schedule`: Select one of the working schedules from the drop-down menu.
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The general information section filled out, with the required fields highlighted in red.
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.. tip::
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The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected
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:guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll -->
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Configuration --> Working Times` and either :guilabel:`Create` a new working time or click on an
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existing working time and edit it by clicking :guilabel:`Edit`.
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Salary Information tab
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----------------------
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Optional fields
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---------------
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This section is where the specific salary details are defined. This section is country-specific, so
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depending on where the company is located, these fields may vary.
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- :guilabel:`Employee`: Name of the employee that the contract applies to.
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- :guilabel:`Department`: The department the contract applies to.
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- :guilabel:`Job Position`: The specific job position the contract applies to.
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- :guilabel:`Contract Type`: Choose from :guilabel:`CDI`, :guilabel:`CDD`, or :guilabel:`PFI` from
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the drop-down menu.
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The following fields are universal and apply to all localizations:
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- :guilabel:`CDI` is an open-ended contract with only a start date but no end date.
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- :guilabel:`CDD` is a contract with both a start date and an end date.
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- :guilabel:`PFI` is a Belgian-specific contract used when hiring employees that need training,
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and covers the training period specifically.
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- :guilabel:`Wage Type`: select either :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage` from the
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drop-down menu.
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- :guilabel:`Schedule Pay`: select how often the employee is paid using the drop-down menu. Options
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are :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`,
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:guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`,
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:guilabel:`Weekly`, or :guilabel:`Daily`.
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- :guilabel:`Wage`: enter the employee's gross wage. The metric for the :guilabel:`Wage` is based on
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what is selected for the :guilabel:`Schedule Pay`.
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- :guilabel:`End Date`: If the contract has a specific end date, click the drop-down menu, navigate
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to the correct month and year using the arrow icons, then click on the date.
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- :guilabel:`HR Responsible`: If there is a specific person in HR that is responsible for the
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contract, select the person from the drop-down menu.
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- :guilabel:`Analytic Account`: This field allows a link between the contract and a specific
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analytic account for accounting purposes.
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.. example::
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If :guilabel:`Annually` is selected for the :guilabel:`Schedule Pay`, then the :guilabel:`Wage`
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field appears in a `$0.00/year` format. If the :guilabel:`Schedule Pay` is set to
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:guilabel:`Bi-weekly`, then the :guilabel:`Wage` field appears in a `$0.00/two weeks` format.
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Contract details
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----------------
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- :guilabel:`Yearly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule
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Pay` and :guilabel:`Wage` fields are entered. This amount is the total yearly cost for the
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employer. This field can be modified. However, if this is modified, the :guilabel:`Wage` field
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updates, accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost (Real)` are
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correct if this field is modified.
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- :guilabel:`Monthly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule
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Pay` and :guilabel:`Wage` fields are entered. This amount is the total monthly cost for the
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employer. This field **cannot** be modified, and is calculated based on the :guilabel:`Yearly
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Cost (Real)`.
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.. image:: contracts/salary-info.png
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:align: center
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:alt: Optional tabs for a new contract.
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Contract Details tab
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--------------------
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The contract details section allows for the addition and editing of a contract, and the ability to
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send the contract to the employee for approval and signatures.
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- :guilabel:`Contract Template`: select a pre-existing contract template from the drop-down menu.
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Contract templates are typically created through the configuration menu, and stored in the
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*Documents* application.
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Sign section
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~~~~~~~~~~~~
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- :guilabel:`HR Responsible`: select the person who is responsible for validating the contract from
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the drop-down menu. This field is required.
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- :guilabel:`New Contract Document Template`: select a contract from the drop-down menu to be
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modified for this new employee contract. These documents are stored in the *Sign* application.
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- :guilabel:`Contract Update Document Template`: select a contract from the drop-down menu, if the
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employee has an existing contract that requires updating. These documents are stored in the *Sign*
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application.
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.. important::
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The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, and
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:guilabel:`Contract Update Document Template` fields are only visible if the *Sign* application
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is installed, along with the `hr_contract_salary` and `hr_contract_salary_payroll` :doc:`modules
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<../../general/apps_modules>`. The *Sign* application is where the contract templates are stored.
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This application is required for an employee to sign any contract.
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Accounting section
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~~~~~~~~~~~~~~~~~~
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- :guilabel:`Analytic Account`: select the account the contract affects from the drop-down menu. It
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is recommended to check with the accounting department to ensure the correct account is selected.
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Part Time section
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~~~~~~~~~~~~~~~~~
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- :guilabel:`Part Time`: tick this box if the employee is working part-time. When active, additional
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fields appear:
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- :guilabel:`% (Percentage)`: enter the percent of time the employee works as compared to a
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full-time employee.
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- :guilabel:`Standard Calendar`: select the working hours that a typical full-time worker uses
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from the drop-down menu.
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- :guilabel:`Part Time Work Entry Type`: select the work entry type that generates the balance of
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a full-time working schedule.
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.. example::
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If a full-time employee works 40 hours a week, and the employee works 20, enter `50` in the
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:guilabel:`% (Percentage)` field (50% of 40 hours = 20 hours). The employee generates twenty
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(20) hours of work entries under the work entry type `part-time`, and another twenty (20)
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hours of work entries under the work entry type `generic time off`, for a total of forty (40)
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hours worth of work entries.
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Notes section
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~~~~~~~~~~~~~
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- :guilabel:`Notes`: a text field where any notes for the employee contract are entered for future
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reference.
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.. image:: contracts/contract-details.png
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:align: center
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:alt: Contract details in optional tabs for a new contract.
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- :guilabel:`Contract Template`: Select a pre-existing contract template from the drop-down menu.
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Contract templates are typically created through the *Recruitment* application.
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- :guilabel:`New Contract Document Template`: Select a contract from the drop-down menu to be
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modified for this new employee contract.
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- :guilabel:`Contract Update Document Template`: Select a contract from the drop-down menu if the
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employee has an existing contract that requires updating.
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- :guilabel:`Notes`: The notes field is a text field where any notes for the employee contract can
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be entered for future reference.
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Personal Documents tab
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----------------------
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Modifying a contract
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~~~~~~~~~~~~~~~~~~~~
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Once an :guilabel:`Employee` is selected in the :ref:`General Information section
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<payroll/gen-info>`, the :guilabel:`Personal Documents` tab appears.
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Click the :guilabel:`External Link` button at the end of each line to open the corresponding
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contract template and make any changes.
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If any documents are needed to keep on file, add them in the :guilabel:`Personal Documents` tab.
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Depending on what other applications are installed, and what kind of benefits are enabled (and
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offered) to the employee, the various options to add a file varies. The :guilabel:`Image` option
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always appears, and is available by default.
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.. image:: contracts/external-link.png
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:align: center
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:alt: Contract details in optional tabs for a new contract.
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Click the :guilabel:`Upload your file` button next to the corresponding document, navigate to the
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file, then click :guilabel:`Open` to select the document and add it to the tab.
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A pop-up window appears with all the contract details. Modify the fields for the contract as needed.
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Modifying contract templates
|
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============================
|
||||
|
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.. image:: contracts/modify-contract.png
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:align: center
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:alt: Edit the details for the contract.
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Contracts templates can be modified at any point when changes are needed.
|
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|
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- :guilabel:`Tags`: Select any tags associated with the contract.
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- :guilabel:`Signed Document Workspace`: This is where the signatures are stored. Choose a
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pre-configured workspace or create a new one.
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- :guilabel:`Signed Document Tags`: Select or create any tags associated only with the signed
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contract as opposed to the original unsigned contract.
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- :guilabel:`Redirect Link`: Enter a redirect link for the employee to access the contract. A
|
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redirect link takes the user from one URL to another, in this case, to the newly updated contract
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specifically written for them.
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- :guilabel:`Who can Sign`: Select either :guilabel:`All Users` or :guilabel:`On Invitation`.
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To modify a contract template, refer to the :ref:`contract templates <payroll/contract-templates>`
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section of the main payroll documentation.
|
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|
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- :guilabel:`All Users`: Any user in the organization can sign the contract.
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- :guilabel:`On Invitation`: Only users selected in this field can sign the contract.
|
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|
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- :guilabel:`Invited Users`: Select the person(s) that can sign the document.
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- :guilabel:`Document`: The attached document can be replaced by clicking the :guilabel:`✏️
|
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(pencil)` icon. A pop-up window appears so another document can be selected for upload. The file
|
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must be a PDF. To remove the document, click the :guilabel:`🗑️ (trash can)` icon.
|
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|
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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
|
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tabs, such as :guilabel:`Personal Documents`, appears if applicable.
|
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|
||||
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.
|
||||
|
BIN
content/applications/hr/payroll/contracts/attachments.png
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content/applications/hr/payroll/contracts/offers.png
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content/applications/hr/payroll/contracts/send-offer.png
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