Contract Additions Manual
The Contract Additions App is a tool for managing changes, updates, or additions related to existing employment contracts. With this app, you can create new contract additions, edit existing additions, sign them, attach files, and filter the list based on different criteria.
1. Getting Started
Accessing the App
- Navigation: Use the breadcrumb navigation (e.g., “Contracts > Contract Additions”) to see your current position.
- Module Buttons: Switch between Contracts, Additions, and Terminations. The active module is highlighted.
Understanding the Layout
- List View Table: Displays contract additions with contract number, employee name, employer, contract changes, signature dates, effective dates, attachments, status, and creator.
- Action Icons: Sign, edit, or delete contract additions directly from the table.
- Search & Filters: Filter by employee, contract, or status (draft/signed).
2. Core Features and Options
Listing Contract Additions
Each row shows:
- Contract Number Number of original contract linked to the addition.
- Addition Number Number of additions linked to the original contract.
- Employee (clickable link)
- Employer with ID number
- Contract Changes (position, level, work fond, salary, trial period)
- Date of Signature: The date when the contract addition was officially signed by the authorized parties. This confirms the formal acceptance of the changes. Once this date is entered, the status of the addition usually changes from Draft to Signed. This date is crucial for legal and administrative purposes.
- Effective Date: The date when the contract addition becomes legally effective and the changes start applying. This date can be different from the signature date and typically determines when the updated terms (like salary or position change) take effect.
- Attachments (icon with file count)
- Status (draft or signed)
- Created On timestamp and creator name
Creating and Editing Contract Additions
- Create New: Click "Create Contract Addition" and fill in the modal form.
- Edit: Use the edit icon to modify existing additions. Only Addtions with a status of Draft can be edited.
Sign Contract Additions
- Sign: Click "Update Date of Signature" to sign and change status to signed.
- Edit: Click "Update Date of Signature" to edit the date of signature.
- Sign: Use "Update Date of Signature" to sign and change status to signed.
Deleting Contract Additions
- Delete: Use the delete icon. Some records may not be deletable if already in effect. Only Additions with a status of Draft can be deleted.
3. Filtering and Searching
Quick Filtering Options
- Filter Buttons: View Drafts, Signed, or All
- Count Indicators: Display how many records exist per status
Advanced Filtering
- Employee Filter: Search by employee name
- Contract Filter: Search by contract ID, employee name, or job title
- Status Filter: Choose between draft or signed
- Interactive Filters: Table auto-updates when filters are applied
4. Detailed Explanation of Fields and Data
Contract & Addition Numbers
- Contract Number: Refers to the original contract
- Addition Number: Unique identifier for the addition
Employee and Employer Details
- Employee: Clickable name opens profile
- Employer: Department name and ID with clickable link
Contract Changes Section
- Work Position & Level
- Work Fond (Hours)
- Salary & Currency
- Trial Period & Effective Until Date
- Indefinite Period Indicator when applicable
Date Fields
- Date of Signature: Displays when signed or "--" if pending
- Effective Date: Tooltip explains effect status
Attachments
- Icon: Shows number of attached files, click to view or add
Status and Creation Info
- Status Label: Draft (blue) or Signed (green)
- Created On: Timestamp and creator name
5. Frontend Integrations and How They Work
Modal Dialogs and Forms
- Modal Windows: Used for create, edit, sign, delete actions
- Form Fields: User-friendly with date pickers and dropdowns
Real-Time Updates and Notifications
- Automatic Updates: Data refreshes after actions or filters
- Toast Notifications: Pop-ups confirm success or errors
Bulk Actions (Optional)
- Bulk Document Generation: Generate documents for multiple records at once. Documets generated from this section are from templates located in settings part.
6. Troubleshooting and Support
If Data Does Not Appear Correctly
- Check or clear filters
- Refresh the page
If Modal Forms Do Not Open or Update
- Check internet connection
- Reload page
- Verify permissions if buttons are missing
General Help
This detailed manual helps you use Pulsawork’s Contract Additions App efficiently, from simple searches to bulk actions and AI-powered data extraction. Happy working! 🚀
If you encounter issues or have questions:
- Contact your HR Administration for guidance.
- Online Resources: Check the Pulsawork Help Center for tutorials and FAQs.
- Pulsawork Support: Reach out via the support portal.
Conclusion
By following this manual, non-technical users can confidently navigate the Contracts page, apply filters, perform actions, and manage contract data efficiently in the Employees App.
Enjoy your streamlined contract management experience!
Frequently Asked Questions (FAQ)
What is the Contract Additions App used for?
The Contract Additions App is used to manage any changes or updates to existing employment contracts, such as salary adjustments, work position changes, or adding trial periods.
How do I create a new contract addition?
Click the "Create Contract Addition" button at the top of the page. A modal form will open where you can enter the required details and save the addition.
Can I edit an existing contract addition?
Yes, click the edit icon (pencil) next to the contract addition you want to update. The form will open with pre-filled data, allowing you to make changes.
How do I sign a contract addition?
Use the "Update Date of Signature" action in the row. A modal form will appear where you select the signature date. After saving, the status changes to "Signed".
What does the status 'Draft' or 'Signed' mean?
- Draft: The contract addition is created but not yet signed.
- Signed: The contract addition is finalized and signed.
Can I delete a contract addition?
Yes, if the addition is not already in effect or signed. Use the delete icon next to the record to remove it. Deletion may be restricted based on the status.
How do I search for a specific contract addition?
Use the search bar at the top. You can search by employee name, contract ID, or job title to quickly find a specific record.
What kind of contract changes can be recorded in the addition?
Changes can include work position, work fond (hours), salary updates, trial period adjustments, and workplace details.
Can I attach documents to a contract addition?
Yes, click the attachments icon in the addition row to upload or view attached documents.
How do I know if an addition has attachments?
The attachment icon shows the number of files attached. Click or hover to see the list of files.
Is it possible to filter additions by status?
Yes, use the filter buttons to view only Draft, Signed, or All records. You can also use advanced filters for specific criteria.
How can I see who created a contract addition?
The 'Created On' field displays the timestamp and the name of the user who created the record.
Can I generate documents for multiple additions at once?
Yes, select the desired records and use the bulk action 'Generate Documents' to create documents for multiple contract additions.
What happens if the modal form does not open?
Check your internet connection or refresh the page. If the issue persists, ensure you have the correct permissions or contact your system administrator.
Where can I get help if I encounter issues in the Contract Additions App?
Use the "Help" icon in the app or contact your HR or IT support team for further assistance.