You can send a contract from a staff profile that doesn’t yet have one assigned.
Open the Staff profile.
Click the Actions dropdown in the top-right corner.
Select Send contract.
This will open a slide-out panel where you’ll complete all key contract details.
The contract setup screen works much like the offer process, with a few additions:
Contract type – Select the type of contract (e.g. Full-time, Seasonal, Part-time).
Staff type – Choose whether the staff member is Domestic or International.
Agency (optional) – Add an agency name if applicable.
Department & role – Pick the department and role, linked to your staffing board.
Job title – Define how the position will appear in the contract.
Dates – Set the contract’s start and end dates.
Salary information – Enter the amount and pay period (e.g. per hour, fixed, weekly) and add any extra compensation if needed.
Contract template – Select the template you want to use from your saved templates. This forms the base of the contract document.
Message (optional) – Add a personalized note that will appear in the contract email.
Before generating the contract, you can choose whether to automatically:
Move the profile to the Contracted stage once the contract is sent.
Move to Hired once the staff member accepts.
Both are enabled by default but can be turned off if your workflow requires manual updates.
Click Generate contract to review the document before sending.
You’ll be taken to a preview where you can:
Review and edit the contract text (including any merge fields).
Adjust job details if needed.
Add your name, signature, and date at the bottom.
Once ready, click Sign and Send to issue the contract.
The staff member will receive an email with a link to review and accept their contract — either without logging in or directly through their staff dashboard if they already have an account.
