diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 599096d63..752825005 100644 --- a/content/applications/hr/payroll.rst +++ b/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 diff --git a/content/applications/hr/payroll/contracts.rst b/content/applications/hr/payroll/contracts.rst index e3279ddf1..06b5c36c2 100644 --- a/content/applications/hr/payroll/contracts.rst +++ b/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 ` 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 ` 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 +`, 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 ` +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 ` + 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. diff --git a/content/applications/hr/payroll/contracts/attachments.png b/content/applications/hr/payroll/contracts/attachments.png new file mode 100644 index 000000000..a4626ff11 Binary files /dev/null and b/content/applications/hr/payroll/contracts/attachments.png differ diff --git a/content/applications/hr/payroll/contracts/contract-details.png b/content/applications/hr/payroll/contracts/contract-details.png index 1209f3bd2..89eec27a9 100644 Binary files a/content/applications/hr/payroll/contracts/contract-details.png and b/content/applications/hr/payroll/contracts/contract-details.png differ diff --git a/content/applications/hr/payroll/contracts/contracts-overview.png b/content/applications/hr/payroll/contracts/contracts-overview.png index 011cd1008..eaad0fcb6 100644 Binary files a/content/applications/hr/payroll/contracts/contracts-overview.png and b/content/applications/hr/payroll/contracts/contracts-overview.png differ diff --git a/content/applications/hr/payroll/contracts/external-link.png b/content/applications/hr/payroll/contracts/external-link.png deleted file mode 100644 index d8983f750..000000000 Binary files a/content/applications/hr/payroll/contracts/external-link.png and /dev/null differ diff --git a/content/applications/hr/payroll/contracts/garnishment.png b/content/applications/hr/payroll/contracts/garnishment.png index 6c50ba431..b5b78c3ed 100644 Binary files a/content/applications/hr/payroll/contracts/garnishment.png and b/content/applications/hr/payroll/contracts/garnishment.png differ diff --git a/content/applications/hr/payroll/contracts/individual-attachments.png b/content/applications/hr/payroll/contracts/individual-attachments.png new file mode 100644 index 000000000..6e8c87417 Binary files /dev/null and b/content/applications/hr/payroll/contracts/individual-attachments.png differ diff --git a/content/applications/hr/payroll/contracts/modify-contract.png b/content/applications/hr/payroll/contracts/modify-contract.png deleted file mode 100644 index 6b332ecc1..000000000 Binary files a/content/applications/hr/payroll/contracts/modify-contract.png and /dev/null differ diff --git a/content/applications/hr/payroll/contracts/offers.png b/content/applications/hr/payroll/contracts/offers.png new file mode 100644 index 000000000..7a185dbed Binary files /dev/null and b/content/applications/hr/payroll/contracts/offers.png differ diff --git a/content/applications/hr/payroll/contracts/required-fields.png b/content/applications/hr/payroll/contracts/required-fields.png index 7bcc4a94d..648ab76bb 100644 Binary files a/content/applications/hr/payroll/contracts/required-fields.png and b/content/applications/hr/payroll/contracts/required-fields.png differ diff --git a/content/applications/hr/payroll/contracts/salary-info.png b/content/applications/hr/payroll/contracts/salary-info.png index f734d73fd..6e98b1e0a 100644 Binary files a/content/applications/hr/payroll/contracts/salary-info.png and b/content/applications/hr/payroll/contracts/salary-info.png differ diff --git a/content/applications/hr/payroll/contracts/send-contract.png b/content/applications/hr/payroll/contracts/send-contract.png index 1e5b43643..3a0a2846d 100644 Binary files a/content/applications/hr/payroll/contracts/send-contract.png and b/content/applications/hr/payroll/contracts/send-contract.png differ diff --git a/content/applications/hr/payroll/contracts/send-offer.png b/content/applications/hr/payroll/contracts/send-offer.png new file mode 100644 index 000000000..df7d34a4f Binary files /dev/null and b/content/applications/hr/payroll/contracts/send-offer.png differ diff --git a/content/applications/hr/payroll/contracts/sign-contract.png b/content/applications/hr/payroll/contracts/sign-contract.png index c914039d0..c9396e33a 100644 Binary files a/content/applications/hr/payroll/contracts/sign-contract.png and b/content/applications/hr/payroll/contracts/sign-contract.png differ diff --git a/content/applications/hr/payroll/contracts/simulation.png b/content/applications/hr/payroll/contracts/simulation.png deleted file mode 100644 index 3af3c7ed4..000000000 Binary files a/content/applications/hr/payroll/contracts/simulation.png and /dev/null differ