How can I create and assign a new contract?
You have two options for creating a contract, depending on your needs. In both cases, you’ll be able to collect detailed information, align it with current legislation, and include all contractual data.
- From the employee profile, if you need to create an individual contract with specific conditions.
- Using the bulk upload template, if you want to apply the same conditions to multiple employees at once.
Creating a contract from the employee profile
Use this option to assign unique conditions to an employee, managing both their base workday and any possible temporary changes.
Go to Employees >> [Employee name] >> Contracts >> Add contract, and complete the following steps:
- Contract details: set the type of contract you want to assign to the employee.
- Job position: indicate the job title the employee will hold.
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Working time: define the workday distribution:
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Base workday: configure the standard conditions (weekly hours, working days, legal maximum annual hours).
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Temporary workday: if the employee will have a schedule change for a specific period (for instance, a summer workday or reduced hours), press the "Add temporary workday" button. Set the start and end dates of the new conditions. The system will automatically apply these changes during the specified dates.
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Base workday: configure the standard conditions (weekly hours, working days, legal maximum annual hours).
⚠️ Multiple workdays cannot be used with Annexes that modify the schedule. If you define temporary workdays in a contract, the option to create this type of annex will be blocked (and vice versa).
- Other variables: add extra information, such as trial period, employee qualifications, Social Security number, etc. There’s also a field for comments.
⚠️ Mandatory fields. To create the contract, you must complete the following fields: contract type, start date, job position, type of workday, weekly hours, and trial period.
Creating contracts using the bulk upload template
This option is ideal for assigning the same conditions to several employees at the same time.
Go to Employees >> Import >> Contract data, and follow these steps:
- Download the template: use the empty template to enter data from scratch (recommended if it’s the first time you’re adding this information for employees). Use the pre-filled template to update or complete information already uploaded.
- Fill in the template following the instructions to ensure correct bulk data import.
- Upload the template by clicking "Upload template" in the same section where you downloaded it.
