This guide provides step-by-step instructions on how to create a new contract and assign an employee to it within the system.
Step-by-Step Guide
- Navigate to the Users List
- From the main dashboard, click on “Users” in the left-hand navigation menu.
- Select an Employee
- Find the employee you wish to assign a contract to from the list and click on their name to open their “Edit” page.
- Access Contract Information
- On the user’s page, scroll down to find and expand the “Contract information” section.
- Add a New Contract Assignment
- At the bottom of the list of existing contracts, click the plus icon (+) to add a new contract row.
- Configure the Contract Details
- For the new row that appears, fill in the following fields:
- Contract: Select the desired contract type (e.g., “Overtime,” “Rounding hours”) from the dropdown menu.
- Percentage: Enter the applicable percentage for this contract (e.g., 100).
- Comes into force: Click the calendar icon and select the effective start date.
To remove a contract assignment, click the “x” icon located to the left of that contract’s row.
- For the new row that appears, fill in the following fields:
- Save Your Changes
- After configuring the contract(s), scroll to the bottom-left and click the green “Save” button to apply the changes.