Before getting started
This new management will allow you to log, add to, and adapt your employees' contracts.
How it works
A "Contracts" section is available in the navigation menu for the employee's file. In this section, you can create, edit, and delete an employee's contracts.
Each sub-section of the "Contracts" section concerns a contract for the employee, whether it's past, current, or future. Contracts are displayed in reverse chronological order.
The contract will contain, at least, the following information:
- Contract start date;
- Establishment;
- Occupation category;
- Contract type;
- Contract end date.
For any future changes to an element of this contract (such as the establishment or occupation category), you can create an amendment for the contract. Edits will be scheduled for a future date and applied automatically. You'll also find the history of edits made to the current contract.
If the employee has changed contracts several times, a drop-down menu will let you select a previous contract, the current contract, or a future contract. The start and end dates are indicated, along with the number of amendments associated with each contract.
The contract document
A file type data item has recently been added to the standard "Contracts" section: the key information on the employee's contract is now centralized.
No need to worry if your files are stored in a customized data item: we've upgraded the import module so that you can export files into a report and then re-import them into the target standard data item in the Contracts section.
Settings
There are seven contract templates available by default:
- Permanent;
- Temporary;
- Internship;
- Learning;
- 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.
Within a template, you can set up the following elements:
- The type of template (permanent contract, temporary contract, internship, etc.). This type will define which data items can be activated for this template.
-
The title of the template, which will be seen in the employee's HR file.
- The establishments attached to the templates.
- The data items activated for the template. The data items that can be activated will depend on the type of contract selected. For example, for the internship type, the data item "Internship supervisor" can be added.
- The data item values in the "list of values" type. You can activate or deactivate certain values and add customized values.
These different settings allow you to adapt your templates to your organization and workflows. For example, you may need two fixed-term contract templates depending on their term, with one requiring two trial periods and the other only requiring one trial period.
FAQs
Can we delete contracts?
Yes, you can delete contracts, except for the most recent one. Employees must have at least one contract.
Can we add other data items to the contract?
Only data items that can be activated per the contract templates can be added.
Can we create multiple future contracts?
Yes, you just need to make sure that the dates of contracts don't overlap. To create a future contract, existing contracts must have an end date.
Who can view employees' contracts?
The data items in the contract can be viewed if the "Consult contractual information of employees" and/or "Modify contractual information of employees" permissions have been selected for the user.
When an employee changes establishments or occupation categories, do we need to create a new, up-to-date contract or simply edit the data item?
You can create an amendment to the contract. You'll schedule the change of establishment or occupation category in the future by using an effective date for the edit. You can also attach a file and a reason to the amendment.
From a payroll perspective, the occupation category or establishment is not necessarily displayed. On the other hand, the conventional status of the employee must be stated on the payslip. This status often reflects the notion of the manager or non-manager classification.
In any case, when reading the payslip, there can be no doubt regarding the employee's classification and location when certain contributions dedicated to managers or potential benefits related to an establishment are included on the payslip.