This article covers the steps on how to create and manage client agreements
From the navigation menu, click People > Client.
This will take you to the Clients page. All of the Clients are listed on this page.
Click the Client name and click the Agreements button.
Or click the Agreements button on the Clients Page.
This will take you to the Client’s Agreements.
To add a new agreement, click on the Add Agreement button in the top right-hand corner of the page.
This will open a pop-up window.
The field options vary on the type of employment that you have selected.
For Direct Hire:
Enter the relevant information into the field provided, such as Signed Date, Expiration Date (optional), Payment Terms, Owner, Document Upload (optional), Direct Hire Fee, Guarantee Type, and Guarantee Period, then click the Create button.
For Contract:
Enter the relevant information into the field provided, such as Signed Date, Expiration Date (optional), Payment Terms, Owner, Document Upload (optional), Hire Over Period, Guarantee Type, and Insurance Requirements, then click the Create button.
To edit an existing agreement, click on the Edit button.
This will open a pop-up window wherein you can make the necessary changes, once completed click the Save button.
To make an active contract inactive, untick the Contact Active box and click on the Save button.
To delete a contract, click the Delete button.
Confirm by clicking the OK button.
