Contract templates
Prepare your standard contracts: upload a Word/PDF file or write a text template, add fields to complete, then generate each contract in a few clicks.
A contract template is a standard contract you prepare once and reuse for every hire. Rather than starting from a blank page, you generate an employee's contract in a few clicks, with their information already in place. Go to Documents → Contracts → Templates.
Create a contract template
Click Create a contract template (or New contract template). Two main ways to build a template are available to you.
From an uploaded file (Word, PDF...)
Upload your standard contract via Upload a contract (pdf, word, xls, ...). This is the most common option: you reuse your layout, your logo and your usual clauses, as they are. Once the file is uploaded, you can enable the field editor to place the fields to fill in on it (name, date, signature...).
As a text template (HTML)
By ticking Text template (HTML), you write the contract directly in Shyfter, with variables that will be replaced automatically (name, dates, salary...). This mode suits you if you prefer to manage everything in the application without an external file. Note: an HTML template is not compatible with the field editor.
Add fields to the template
If you started from an uploaded file, tick Use the field editor (visual placement of fields on the document), then save the template to move on to the editor. There you visually drop the fields (name, date, signature, checkbox...) at the exact spot where they should appear, and you define who completes them. All the editor's options are described in the article dedicated to the field editor.
The Create the template and place the fields button chains the creation and the opening of the editor directly.
Manage your templates
From the contract template list, each row offers:
- Edit the contract template: adjust its content or its settings.
- Edit the fields: reopen the field editor to reposition or reconfigure the fields.
- Download the contract template: retrieve the source file.
- Delete the contract template: after confirmation.
And next
Once your templates are ready, you create your employees' contracts from them, or by uploading a one-off file. Creating a contract, validation (automatic or manual) and sending for signature are described in the article "Create a contract".