Before getting started
Contract templates and the standard Contracts section of the HR file let you log, add to, and adapt your employees' contracts, in line with your internal processes.
This help sheet will guide you through extracting information from your customized section and importing missing information, so that you can take full advantage of the features available, such as amendments, warnings, and pre-employment declarations (DPAE), as well as other Lucca applications, such as dashboards.
Setting up contract templates
Go to the "Contracts" tab in the Core HR settings.
There are seven contract templates available by default:
- Permanent,
- Temporary,
- Internship,
- Apprenticeship,
- Temporary work,
- Other contracts - Internal;
- Other contracts - External.
You can edit these templates and create new ones to suit your internal processes and workflows by going to Settings > Contracts. For each template, you can activate suggested data, such as "end of trial period" or "contract end reason". This will enable you to enhance your dashboard indicators.
You can find more information in this help sheet.
Extracting customized data
Once you have edited the contract templates to suit your organization's needs, you can then extract data from your customized sections, which contain information related to your employees' contracts.
You can create a customized report with the following information:
- Contract start date ;
- Establishment ;
- Occupation category ;
- Contract type (according to the templates you have previously set up);
- Contract end date.
You can then simply export the report in CSV format.
You can find more information in this help sheet.
Importing contract data
Importing contracts allows you to create bulk contracts for your employees or update existing contract data.
To create contracts, the following data is required:
- the employee login,
- the contract type,
- the contract start date,
- the establishment.
You can directly download a data import template:
You can find more information in this help sheet.
Importing contract documents
The standard "Contracts" section has recently been upgraded with a file type data item. You can now import each employee's contract document via a file import: the main information from the employee's contract will now be centralized.
You can find more information in this help sheet.
And that's it! You can use the Lucca contract version, automatically send pre-employment declarations (DPAE) for new recruits, or create contract amendments, if needed.
Bonus: Archiving old customized data from the HR file
Go to the data management menu (Settings > Data management).
To archive a data item, such as "Employment contract", just click on the "Archive" button on the right-hand side of the screen.
You can find more information in this help sheet.