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Auto-fill data in contracts

This article explains how data can be auto-filled in contracts to save time and limit human errors.

Mis à jour il y a plus de 4 ans

This article will be translated to your local language soon. Thanks for your understanding.

Data in the contracts can be auto-filled in two ways:

  • Based on the previous contract - this is mostly to save time

  • Based on company rules - this is mostly to limit human errors

Based on the previous contract

This is the default behavior and always occurs unless the company rules overwrite it. When a contract is created, then the data from the previous contract will be copied.

In the below case a contract for the 1st of May is about to be created, and as can be seen, the previous contract is as Sales Assistant from 1st of March, hence data from that one will be copied.

This includes all data, including salary information. However, if the employee that's creating the new contract doesn't have access to the previous contract, which can be because the job title level is not high enough, then the salary information will not be copied, in order to keep this information confidential.

Based on company rules

Besides the default copy logic, there's also a way to add predefined values to ensure that the employees get the right contract hours and salary.

This is configured from Menu - Administration - Settings - Role-based settings, as seen below.

By looking at the date of the contract and the job title of the employee, a given value is automatically added. This value takes priority over the auto-copied value from the previous contract, but it can be overwritten before saving the contract.

It's currently possible to configure auto-fill values for these fields:

  • Salary/month and salary/hour

  • Extra salary in percentages

  • Extra salary in amounts

  • Contract hours

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