Contracts system improvements | Voters

Contracts system improvements

under review

Nina Gizzie

After trialling have some suggestions for improvements which would help functionality

The ability to unsend or delete a contract once sent (for instance if you notice an error or an employee queries something and you want to amend
The ability to re-prompt the employee about contract or resend it if needed
The ability to add links into magic fields, i.e. not into the template but into the document when trying to issuing
Be able to send to 'preview' the contract OR be able to send to a group of line managers for review before sending to employee
When employee signs it, notifies person that sent it
To be able to change colour and size of text more than current options
Make variables in the contract (i.e. magic fields and fields that are not standard text more visible for the employee filling out) for example different colour

February 24, 2023

Saffron Shaw

Images to be supported in contracts so we can include the company logo.

Harrison Porter

Just an update: We have recently added the ability to "withdraw" contracts that are unsigned. This will remove them from the employee's pending contracts in their mobile app. Admins will still be able to see the withdrawn contract in the sent contracts view.

Thanks for the feedback - Harrison

Nina Gizzie

Harrison Porter: Ah Harrison - you are a hero! Thanks so much!

Julie McDonald

Yes agree with all the above. Need further options for formatting like you can in a word document. Formatting is limiting and makes for unprofessional looking contacts. Also need to be able to customize the template wording and personalise for each employee rather than creating a million different templates for similar positions. As has been mentioned by others. Magic fields great, however sometime you need to delete a standard clause in the contract for an individual as it does not fit for them. Currently you have to adjust the template, issue it to the individual and then go back and put the paragraph back into your template for future use. Its to ridged. Also to be able to delete and re-issue is really important. I sent out a sample for a test case and now an employee has this nonsense contract on his profile!

Rachael MACZKOWIACK

Agree with initial comment. It would be great if you could amend a template once populated, for example. I had to update about 8 reception contracts yesterday, some were still in the probation, others well over. It would have been so much easier to delete the 6 months probation and put N/A in that persons contract rather than amending the actual template before populating. Then having to change it back once used.

Phil Johnson

marked this post as

under review

Nina Gizzie

Another thing (can't edit the original can also submit separate if required) - for a manager and/or an employee to be able (once signed) to download or print the contract

Julie McDonald

Total agree with this. Have just set up a draft template and sent as a test case to an employee, now can't delete it and it was just a rough test. Now its stuck on his profile. Not helpful!

Jamie Wehr

It would be good if we could even upload contracts and add merge fields, like docusign does, so the documents are fully branded and consistent.

Tabitha Seiboth

I've also been trialling the contracts this week, I would add that being able to insert tables for pay rates and check boxes would also be useful. Our current contract has a section for disclosing any injuries or illnesses that may affect the ability to carry out the duties, I couldn't find an easy way to still have this and also use the Tanda contract