HR contractor file: Documents

Overview

As an organisation, HR compliance is the understanding that all your operations must comply with the relevant employment laws, rules and regulations. One way to to achieve this is via contractor documentation and ensuring your contractors know what their contractual obligations are, what terms they are under and the payment process they will need to follow.

You can use the HR Documents feature to select the relevant document, complete any required variables, and then email it to the chosen contractor to accept and sign. This feature also ties in with the Authorising Signatory feature, which allows your organisation to create a pre-filled signature that users can then select when completing a document.

If you need to remind contractors to sign allocated HR documents and contracts, you can access this feature from the HR Documents report. To read further details on how to send a reminder, refer to this article.

If your contractors need to sign a new contract and/or view their assigned documents, they can do so through the My Documents feature. To read further details on how your employees can access this feature refer to the following article.

Important

You will need to have enabled the open beta feature, Contractors, before you can use the additional features outlined in this article. You can enable this beta feature via the Beta Flask drop-down and selecting to Opt in, though remember this is still an in development feature and subject to change. To read more on how to enable this in progress beta feature, refer to the following article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Adding a document
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a certification completed.
  4. Click the Documents tab.
  5. Click the Add button.
    Document_1.jpg
  6. Click the Select button next to the required document.
  7. After making the required changes on the editing screen, click the Continue button.
  8. Click the I have read and understood the disclaimer and accept the terms of use tick box.
  9. You now have three actions you can undertake with the document:
    • Emailing the document to the employee:
      1. Click the Email box.
      2. Review the email message you are sending to the employee.
      3. Click the Email Contract button.
    • Printing a copy of the document.
      1. Click the Hard Copy box.
      2. Click the Print Contract button.
    • Saving the document as a draft. 
      1. Click the Save as Draft button. 

Maintain

Viewing a document
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor whose document you wish to view.
  4. Click the Documents tab.
  5. Click the Action button.
  6. Click the View Details button.
    Document_2.jpg

    Helpful Hint

    You will now see the document displayed on your screen.

    Document_3.jpg
Editing a document

Helpful Hint

You can only edit a document when it is in the drafting stage.

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a document edited.
  4. Click the Documents tab.
  5. Click the Action button.
  6. Click the View Details button.
    Document_4.jpg
  7. Click the Edit Document Details button.
    Document_5.jpg
  8. After making the required changes on the editing screen, click the Continue button.
  9. Click the I have read and understood the disclaimer and accept the terms of use tick box.
  10. You now have three actions you can undertake with the document:
    • Emailing the document to the employee:
      1. Click the Email box.
      2. Review the email message you are sending to the employee.
      3. Click the Email Contract button.
    • Printing a copy of the document.
      1. Click the Hard Copy box.
      2. Click the Print Contract button.
    • Saving the document as a draft. 
      1. Click the Save as Draft button. 
Printing a document
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a document printed.
  4. Click the Documents tab.
  5. Click the Action button.
  6. Click the View Details button.
    Document_2.jpg
  7. Click the Print button.
    Document_6.jpg
Deleting a document
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a document deleted.
  4. Click the Documents tab.
  5. Click the Action button.
  6. Click the Delete button.
    Document_7.jpg
  7. On the confirmation screen, type in the document's name and click the Delete button.
    Document_8.jpg
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.