Contracts — how to create and find them

How to find contracts

For active employees:

• Go to Employees and click on the relevant employee
• Select the Documents tab
• Here you will find all contracts associated with the employee

For former employees:

• Click the menu icon (three lines) in the top left corner
• Go to Employees → Former employees
• Find the employee and click the document icon to view their contracts

Create a new contract (from a template)

Use Create document when you want to send a contract for signing:

1. Load a contract template
2. Give the contract a name
3. Share it with the signer
4. You can also sign it yourself immediately

Attach an already signed contract

Use Attach document when the contract has already been signed outside the system:

1. Upload the file
2. Select who has signed it
3. The system will automatically mark it as signed