Sales
Contract Custom Fields
Customize the contract fields to suit your employment requirements as follows.
- Select “Payroll” from the navigation menu.
- Click “Settings“.
- Click the card “Contract Custom Fields“.
- View a list of elements you can customize and add into the contract.
- Drag and drop the required elements into the “Drop Here” section.
- Customize and input the required details through the element’s widget.
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- Note that the fields may vary according to the element selected.
- Properties
- Field Label: Input the name of the field.
- Instructions: Input instructions.
- Placeholder: Input the placeholder.
- Validation
- Select “Yes” or “No” according to your needs.
- Minimum length/ value: Input the minimum length/ value of the field.
- Maximum length/ value: Input the maximum length/ value of the field.
- Layout
- Field Size: Input the desired field size.
- Show in new line? Answer with Yes or No.
- Hide Field? Answer with Yes or No.
- Click “Save”.
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- Click the cross button to remove a field.
- Click the gear button for to edit a field.
- Click the field and drag and drop it up or down to change its placement.
- Click “Save” to save all the custom fields you have created.
Contract Notifications
Automate contract notifications by setting an expiry notification duration as follows.
- Select “Payroll” from the navigation menu.
- Click “Settings“.
- Click the card “Contract Notifications“.
- Input the Contract Expiry Notification “Duration” in a count of days.
- The system will notify the admin of any contract’s expiry date before it based on the duration input (i.e. if you input “30”, the system will notify you of the contract’s expiry date 30 days before expiry).
- Click “Save“.