Configuring Contract Generation

Contract Generation - 3. Creating Documents

Once Sections have been created in Contract Generation, The next step is to create a Document 1. Go to (National Level) Human Resources → Contract Generation → Documents 2. Click on New Document 3. Enter the below details:  Name  - Name of the Document internally Display Name - Name of the Do...

Contract Generation - 4. Creating Packages

Once Documents have been created in Contract Generation, The next step is to create a Package 1. Go to (National Level) Human Resources → Contract Generation → Packages 2. Click on New Package 3. Enter the below details:  Name  - Name of the Package internally Display Name - Name of the Packa...

Contract Generation - 1. Creating Rich Text Sections

The First step of Contract Generation starts with creating Rich Text Sections for Documents. When creating Sections there are 2 types: Rich Text - Used to create text content in Sections Signature - An electronic signature field that Managers and Candidates can sign  This article details the...

Contract Generation - 5. Creating Email Templates

World and National Level templates for Contract Generation are already set up with a default template. However, we recommend customising each template for your Brand before using Contract Generation. 1. To make changes, go to: World or National Level  → System → System Configuration → System Emai...

Contract Generation - 2. Creating Signature Sections

The First step of Contract Generation starts with creating Rich Text Sections for Documents, Once the content of the section is created with Rich Text Sections, you can add a Manager or Candidate Signature field which allows the Manager and Candidate to sign the document. When creating Sections ...

Contract Generation - Creating Forms

Contract Generation Forms are used to capture information from the candidate that is used to automatically populate parts of the contract's sections. The candidate's answers to the fields will pull through to the contract's sections anywhere the tag for a field has been placed.There are three for...

Contract Generation - 1a. Section Tags

When creating/editing Rich Text sections within the Contract Generation (CG) tool, you have the ability to insert 'tags'. These tags are populated from the fields that are included in the various CG Forms set up in your platform.Important: The 'Insert Tag' drop-down is applicable to the 'Rich Tex...

Contract Generation Permissions

In this article, we are going to review how the Contract Generation Permissions work and how to modify them to allow users from lower Roles to be able to access this tool. Contract Generation for Lower Levels By default Account permissions for the use of the Contract Generation tool are disabled ...