How to create a contract
You can create a new contract for an employee by opening their profile via the team list and clicking 'Add contract'. From there, there are several ways to create a contract:
From scratch
From a template
By uploading an existing one in PDF format
Creating a contract from scratch
To create a contract from scratch, simply click the 'Continue' button and select 'Create from scratch'.
From here, you can begin creating your contract in the text field.
Copy-pasting an existing contract
It is also possible to copy-paste the text of your existing contract template in the text field.
Using smart placeholders
When you type '/' in the text field, you will see a list of smart placeholders appear. Smart placeholders let you turn a contract template into an employment contract ready to be signed. Workfeed automatically overwrites the smart placeholders in the contract with employee data using the details listed in the employee's profile.
In case you want to include employee data in a contract that is not in the default placeholder list, you can generate your own placeholders using custom input fields.
How to save a contract as a template
If you would like to reuse the contract you have created in the future, you can save it as a template. Simply click 'Save as template' to save the contract to your template library.
From here you can give the template a name and click 'Save contract as template'.
How to assign a contract template to an employee
If you would like to assign a contract template to an employee instead of creating their contract from scratch, you can do the following:
Open their profile in the team list.
Click 'Add contract'.
Select 'Contract template'.
Choose the desired template and make any adjustments before sending.
How to sign a contract
As an employer
Once the contract is ready to be signed, you have to confirm that you have read and accept the terms of the contract. To send it to the relevant employee, click on 'Sign and send'.
As an employee
Get an overview of contracts
If you would like a full overview of which contracts have been signed, which have been sent, or who has not yet received a contract, you can use the search function at the top (or use the keys 'Command + K') and type 'Contracts' to open the contract overview.
In the team list, you will see a red indicator if a contract is awaiting action from the employee.
FAQ
How can I remove a contract from an employee's profile?
Open the profile of the relevant employee → click on the contract → click on 'Delete contract'.
How can I edit an existing template?
When you add a contract to an employee, you can select the template you want to edit. After you finish making changes, you can save it as a new template.
Can I retract my signature from a contract?
You can only retract your signature if the employee has not signed the contract yet. You can retract your signature at the same place as you signed it.
The moment both parties have signed the contract, the agreement is in place, meaning you can't revoke the signature anymore in Workfeed.
I would like to include employee information in the contract that is not available as a smart placeholder. How do I do that?
If there is information about an employee that is not available as a smart placeholder, you can manually enter the details yourself after assigning the template to an employee, before sending it for signature.