Contracts are created through PDF Forms. They are then connected to the Contract Module by making them into Contract Templates.
This article will review the steps needed to issue a new Contract.
Contracts are managed in the Setup - PDF Forms screen. To pull up all the Contracts created in the system select "Contracts" under the "Usage" search parameters.
Genesis has pre-built Contracts that can be copied and revised to meet the districts needs. Any PDF with a Genesis Logo is pre-built.
The way the PDF is connected to the Contract module is through a template. This is managed under Personnel - Contracts - Setup - Templates.
You can manage the existing Templates here or add a new one by selecting "Add Template". Give the Template a Code and Name. For the "PDF Template" selection, choose the title of the PDF Contract you want to make into a Contract. For the "Burn to Document Type" make sure it is "Contracts".
To issue these Contract Templates to the staff, that is managed under the Personnel - Contracts screen.
On this screen is you can mark the Board Agenda date for the Position if it does not have one yet by checking the box next to the staff member and selecting "Set Board Agenda Dates".
The first step in issuing a Contract to an employee is to search for the staff member. You can use any of the search parameters to get the employee(s) you are looking for.
Note: The "Board Agenda Dates" will be pre-populated by default. You may need to uncheck this selection depending on who you are searching for.
Next you will click the checkbox next to the staff member(s) name and press the "Assign Template to" button.
To push out the Contract(s), check the box next to the staff member again, and select "Create Contracts".
This is when you will see a PDF Icon that will show the staff member's data. It is recommended at this time to review the Contract and ensure the data is accurate.
Once the Contract is reviewed and ready to be made visible to the staff, you will select the checkbox next to the staff members name and then select the "Portal Visibility" button.
Staff will need the Documents Tab and the Documents --> Contract tab in their Employee Portal Roles to view and sign off on their Contracts.
