Store an Employment Contract
After you create a personnel file and prepare the employment contract, you can finally store that contract.
The "Personnel Files > Documents" Module
The Personnel Files module manages employment contracts. To store a new employment contract, in the navigation pane, choose the Documents sub-outbar via the Personnel files outbar.
The corresponding folder tree appears in the navigation pane above the outbars. The folder of the top-level hierarchy, Documents, contains all available documents, while the document-specific subfolders contain only the respective documents. Under Contract, choose the Employment contract folder.
Store employment contract
In the workspace, the content of the folder is displayed in list view.
Create a contract file
To create a new file for storing the employment contract, choose the Create button above list view.
A new file opens in the details pane. When opening it, edit mode is enabled, so you can immediately start entering data. The different tabs now allow entering the corresponding information.
The "Fields" tab
This tab is used to specify employee data.
The "Document" tab
The employment contract is stored on this tab. To add the contract to the file, on the Actions menu, choose the Upload documents function. Alternatively, you can insert the contract using drag and drop. To do this, you have to drag the data file from the file system or from the desktop to the DropZone, to be found below the tab selection.
After you insert it, the data file is directly displayed.
To go from file view to list view, in the tab selection click again the tab entry Documents,
Save contract file
After you insert the data file, editing the file complete as far as content is concerned. The file can be saved via the corresponding button in the toolbar.
Edit mode automatically terminates when saving, and you are taken to view mode. Moreover, a corresponding entry is created for the new file in list view. The file's title is composed of a number automatically generated in the Number field, the number assigned in the personnel file, as well as the employee's first and last name, e.g. D0000038 - 10021 Sam Sample.
Create deadline date
In the contract file, existing deadline dates are managed below the tab view. Creating deadline dates, e.g. a deadline date referring to signing the contract, is performed in view mode via the Create deadline date button.
This function opens the associated dialog.
After you click OK to confirm this dialog, a file containing the deadline data is created under the title Custom deadline date Job application Sam Sample. At the bottom part, below details view, a link to this file is created. A traffic light system informs about the current status of the deadline date.
Clicking the link lets you switch to the file and edit the deadline data. This file can also be accessed from Deadlines.
All deadline dates created in EASY HR are managed under Deadlines, and can be viewed and edited here.
The "Status" tab
This tab is used to log all edits performed for a file.