You can create a new contract ONLY
by using the Projectsfilter. Therefore, you must create a new folder for the new project
in the filter folder Projects.
Now assign the candidates who should work in the
project to this new filter folder (of the new project). Then, you CREATE NEW contract(s) for each candidate.
Click
the Contracts tab
Click
in the Filter field
on the filter folder Projects
Create in this filter folder a new
filter folder for the project, to which you want to assign a contract
Click on the filter folder of the new project
Assign
the candidates, who you want to create the contract
for, to this filter folder
Click the filter of the assigned candidates and click
the button.
A separate window will open, where you can enter the
contract data:
Fill in the
mask of the new contract and save your entry with OK
In the contract mask, fill in all the data about the contractor agreement,
the customer contract, and the invoice. The mask is divided into four
registers: general contract data,
customer contract information,
candidate contract information
and invoice information.
Tab: General contract data:
Name
Description
Contract status
Complete contract documents
You can choose between four statuses: Expired,
Active, Schedule,
Future contract
Check this,
if the contracts from the client and the candidate are available
Job location
The place where the project will be implemented
Canvasser and
Provision rate in %
Click on Canvasser
in the selection box to select the desired candidate (the list contains
all the staffITpro users)
Establish the commission rate by clicking on the arrow; alternative: Type
the sentence manually in the field
Task description / Contract content
Describe the task, for which the contract
will be closed
The contact person for this contract from the customer's side; select
from this selection box the customer (the list contains all the business contacts of the saved customers):
Type the term in the input field above the selection
field
After typing the first letters, your input suggestion
from staffITpro
will appear in the input field. In the selection field, the suggestion
will be displayed and stored.
If the suggestion does not fit the searched term, try
another term, until the term you look for appears as a suggestion.
Note:
If this field is not filled in, you can not save the contract.
Contract start date
Choose the date the contract will begin: Open
the selection box, and a calendar in month view will appear. Select the
desired date by clicking on it (by default, the current date is selected);
you can change the months with the right and left arrows; alternative:
Type the date manually in the field
Contract end date
Choose the end date of the contract: Open
the selection box, and a calendar in month view will appear. Select the
desired date by clicking on it (by default, the current date is selected);
you can change the months with the right and left arrows; alternative:
Type the date manually in the field
Total hours
Type in the customer's contract the total
number of hours which can be worked by the employee in the project
Selling price
Enter the hourly rate for the employee
Customer contract requested on
Check this field, if you have requested the
customer contract, and complete the field on:
Open the selection box, and a calendar in month view will appear. Select
the desired date by clicking on it (by default, the current date is selected);
you can change the months with the right and left arrows; alternative:
Type the date manually in the field
Customer contract received
Check this if the customer contract is at
your disposal
Choose the beginning of the contract: Open
the selection box, and a calendar in month view will appear. Select the
desired date by clicking on it (by default, the current date is selected);
you can change the months with the right and left arrows; alternative:
Type the date manually in the field
Contract end date
Choose the end of the contract: Open the selection
box, and a calendar in month view will appear. Select the desired date
by clicking on it (by default, the current date is selected); you can
change the months with the right and left arrows; alternative: Type the
date manually in the field
Total hours
Type in the candidate's contract the agreed
total number of hours which can be done by the candidate in the project
Buying price
The hourly rate earned by the candidate when
working for you
Contract to candidate sent on
Check this field, if you have sent the candidate
contract, and fill in the field on:
Open the selection box, and a calendar in month view will appear. Select
the desired date by clicking on it (by default, the current date is selected);
you can change the months with the right and left arrows; alternative:
Type the date manually in the field
Candidate contract received
Check this if the candidate contract is at
your disposal
The address, where the customer invoice
is sent to
Note:
If this field is not filled in, you can not save the contract.
Accounting contact
Your contact person for accounting on the client's side
Note:
If this field is not filled in, you can not save the contract.
Invoice text
Type in the invoice text or select Change
using the tab. A separate dialogue window will open containing the selection
box Please select invoice text.
Select a text from the list (the texts are managed by the administrator).
Number of invoice copies for the client
The number of invoice copies that have to
be sent to the client together with the original: Choose the number by
using the arrow or by typing in the number in the field manually.
Customer payment day
Choose the number by using the arrow or by
typing in the number in the field manually.
Candidate payment day
Choose the number by using the arrow or by
typing in the number in the field manually.
Duplicate time sheet for customer
Check here, if the candidate's time sheet
is necessary (checked by default).
Proof of working hours
Check here, if the client wishes to receive
a copy of the time sheet from the candidate (checked by default).
button.