Issue a Contract

Follow this guide to issue a contract in Humanforce HR using a prebuilt contract template. You can use this workflow for employment agreements, role changes, or other contractual updates that require review and e-signature.

To learn how to create templates before issuing contracts, see Create and edit contract templates.

Part 1: Start a new contract

1. Go to Organisation > Contracts.

2. Click Issue contract.

3. Complete the contract settings:

   • Subject: Select the person the contract is about (e.g. a new starter).

   • Contract template: Choose from your published templates.

   • Contract start date: This date defines when the contract terms take effect and can populate template variables if configured.

4. Click Next: Assign signers.

Part 2: Assign signers and viewers

1. Review the signers defined by your contract template.

   • If any signer fields are marked Resolve at issuing contract, click Resolve to assign a specific person.

   • All signers must exist as people in the system with a job record, but do not need a user login.

2. (Optional) Click Add viewer to include anyone who should receive a copy of the completed contract.

3. Click Next: Contract.

Part 3: Edit the contract (optional)

4. Review the generated contract with auto-filled variables.

5. To adjust individual field values, click Edit next to the relevant item.

6. To make free-text changes to the contract body (beyond variables), click Swap to manual mode.

   • This lets you edit the raw text of the contract.

7. Click Next: Review.

Part 4: Review and send the contract

1. Confirm the Subject, Contract start date, and Signers.

2. Click View contract preview to check how the final contract will appear.

   • The preview is responsive and adapts to the signer’s device.

3. If changes are needed, click Back to return to the edit step.

4. Once the contract looks correct, click Send contract.

Each signer will receive an email with a link to view and sign the contract.

Additional information

• A contract can be resent as long as no one has signed or rejected it.

• Viewers can access the signed version once the contract is complete.

• You cannot edit a contract after it has been issued. If changes are needed, a signer or System Admin must reject the contract, and you’ll need to issue a new one.