[IMP] payroll: contract doc for version 17

closes odoo/documentation#7529

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
This commit is contained in:
Lara Martini (larm) 2024-01-24 15:56:31 -05:00
parent ca2738ef00
commit 6522417fa6
16 changed files with 318 additions and 164 deletions

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@ -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

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@ -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.

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