How do I set up employee Contract Details?
Personnel>>Personnel>>Employees>>[Select Employee]>>Contract
Contract
Employee contract information includes the details of an employee's employment agreement, such as start date, job title, salary, work hours, duration of the contract, and any specific terms and conditions of employment. This information outlines the obligations and rights of the employee and the employer.
An employee may have multiple contracts on their employee profile.
How does it work?
There are several steps to set up an employee's contract as outlined below.
- Setup Contract Types
- Enable the auto-generation of contract ID
- Select New record and create contract details.
- Add contract documents.
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Set up a contract-ending event notification (One-time setup only)
Contracts can also be mass-imported if required.
Step 1: Setup Contract Types
Personnel>>Setup>>Organization>>General Codes>>Contract Types
Contract Code/Description: Enter user-defined unique code and description.
Data Mandatory?: Select 'Yes' if the Contract From and Contract To date fields are Mandatory.
Step 2: Enable Auto Generate Contract ID Configuration (Optional)
System Configurations>>Feature Management>>Auto Generate Contract ID Configuration
Auto Generate Contract ID Configuration: Select to enable the auto-generation of contract IDs sequentially. When disabled Contract IDs must be entered manually. How do I enable automatic generation of contract IDs?
Step 3: Create Contract
Contract ID: Enter a user-defined, unique contract id. If Auto Generate Contract ID Configuration is enabled the ID will be automatically created.
Contract Type: Specify the type of contract (e.g., full-time, part-time, temporary).
PAYE No: Enter the employee's Pay As You Earn (PAYE) tax number.
NIS No: Enter the employee's National Insurance (NIS) number.
Business License No: Enter the business license number associated with the employee's contract.
Contract Details: Provide specific details about the contract terms and conditions.
Certifications: List any certifications required for the contract.
First Hire Date: Enter the date the employee was first hired. The date is automatically populated from the employees Identity and Hire Data when entering a new contract.
Last Hire Date: Enter the date the employee was most recently hired. The date is automatically populated from the employees Identity and Hire Data when entering a new contract.
Contract From: Specify the start date of the contract.
Contract To: Specify the end date of the contract.
Registered: Indicate whether the contract is registered.
Date Registered: Enter the date the contract was registered.
Hours Per Cycle: Enter the allotted hours per cycle.
Accumulated Hours: Enter the total accumulated hours worked by the employee.
Pay Cycle: Enter the pay cycle number indicating when the employee joins the payroll.
Step 4: Add Contract Documents
Step 5: Setup Event Notification
Personnel>>HR Event Reminders>>HR Events Manager>>General Event Settings>>[Select Company]
- An event notification can be setup for employees whose contracts are ending.
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