Contractor Setup: Contract Terms

Overview 

You can use the Contract Terms function to set the start and end date off your contractors. You can also set who their direct report will be and to store a record of their bank details and pay schedule.

Availability

HR Plan:

✓ Free

✓ Standard

✓ Premium

✓ Platinum

Payroll Plan:

 Standard

 Premium

Adding a New Contract Term

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click on the contractor who needs new contract terms added.
  4. Click the Contract Terms tab.
  5. Click the Add Contract Term button.
    Contract_3.jpg

  6. Complete the following fields:
    • Start Date.
    • End Date.
    • Service Description.
    • Reports to.
    • Payment Terms.
    • Payment Details.
    • Account Name.
    • BSB.
    • Account Number.
    Contract_4.jpg

  7. Click the Create button.

Editing Contract Terms

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click on the contractor whose contract terms need editing.
  4. Click the Contract Terms tab.
  5. Click the Edit button.
    Contract_14.jpg

  6. Make the required changes and then click the Update button.
    Contract_15.jpg

Viewing Contract Term Details

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click on the contractor whose contract terms you need to view.
  4. Click the Contract Terms tab.
  5. Click the Payment Details button.
    Contract_14.jpg
    Helpful Tip: You will now see a pop-up showing the Payment Details summary on your screen.
    Contract_16.jpg

Deleting Contract Terms

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click on the contractor whose contract terms need deleting.
  4. Click the Contract Terms button.
  5. Click the Delete button.
    Contract_14.jpg
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.