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Drafting an Employee Contract

Creating an Employee Record

To begin, log into your HRManager account and follow these steps:

Click on the Quick Add button.
Choose New Employee to open a blank employee record.
Fill in the personal details such as name, contact information, and any other relevant fields. The required fields to create an employee contract are marked with an orange contract icon.
Click Save to create the employee record.

Tip: Adding an email address (preferably a work email) and selecting Employee Dashboard allows you to assign paperless contracts directly to the employee.

single help image 1 — Employee record in HRManager.

Drafting an Employee Contract

Once the personal details are entered, you can move on to drafting their contract by filling out the remaining tabs:

Ensure you complete all the required fields marked with the orange contract icon.
If you’d like to assign a paperless contract, ensure the employee has an email address linked and select Employee Dashboard.
Click Save or Skip to proceed to the next tab.
Once all the statutory details have been entered you can select View Contract, this a basic employee contract.
Additional clauses can be added/edited by selecting the Additional Contract Clauses.

Important: The View Contract button will only become active once all statutory details are provided.

Reviewing, Assigning, and Managing Contracts

After completing the contract details:

Click View Contract to preview the document.
Review all information carefully to ensure accuracy.
Click Assign Contract if the employee has access to the dashboard, or choose to sign manually.
Once assigned, the contract status will update to show whether it’s signed or pending.
After the employee signs the contract, both you and the employee can view the signed document within HRManager.

Watch Our Video Guide

Prefer a visual walkthrough? Check out our quick video guide to help you get set up with HRManager. It covers the key steps to get your account up and running smoothly.