Humanforce HR’s Contracts feature lets you streamline the process of creating, issuing, and signing contracts directly within the platform. You can use the Contracts area to issue employment agreements, role changes, or other contractual updates using custom templates designed to suit your organisation’s needs.
This article shows you how to issue a contract for signing once you’ve created the appropriate template. Click here to learn more about Contract Templates.
This article covers:
- How to Issue a Contract from a Template
- Contract Settings
- Contract Signers & Viewers
- Edit your Contract
- Review and Send your Contract
How to Issue a Contract
Contract Settings
1. Navigate to Organisation > Contracts
2. Click Issue Contract
3. You will then be prompted to configure the Contract Settings. The following details are customisable:
- Subject: The person the contract is about. For example, a new starter who is receiving the employment contract to sign.
- Contract Template: Choose the contract template you will be using.
- Contract Start Date: The date from which the contract terms take effect. This date can be used to pre-fill the contract using a contract template variable.
4. Click Next: Assign Signers
Contract Signers & Viewers
Once you have determined the Subject, Template, and Effective Date of your contract, you can choose who will receive the contract for signature.
1. The signers and signing order will be determined by the Contract Template Settings. If the "Resolve at Issuing Contract" signer option is selected, you will need to select the signer. Select Resolve next to any Missing Signer as seen in the screenshot below.
2. You also have the option to select people to receive a completed contract copy once it has been signed by all parties by selecting Add Viewer.
3. Click Next: Contract
Edit your Contract
After confirming your signers and viewers, you have the option to make any required changes to the contract.
Any merge field included in the contract template will be auto-filled and display the value that will be input in the contract. If any information is incorrect or changes need to be made, select Edit next to the value you wish to change.
If you need to make direct changes to the contract content such as changes to specific text in the contract not related to the merge fields, select Swap to manual mode to make direct changes.
3. Click Next: Review
Review and Send your Contract
Once you have finished making any changes to the contract, you'll be ready to review and send.
1. Review the Subject and Effective Date.
2. Review the Signers who will receive the contract for signature.
3. Click View Contract Preview to view how the final contract will appear for the signers. Please note it will be optimised for the browser or mobile they are using.
4. If you spot any errors that need fixing, you can click the back button to return to the Edit Contract page. Make sure to review the contract carefully, as you will not be able to amend it after clicking send.
5. Once you are happy with the final contract, click Send Contract. This will send an email to the primary email address of each of the signers requesting them to review and sign the contract.