Automatic contracts
Enable automatic contract generation so Shyfter creates and sends contracts for signature as soon as shifts are published.
What are automatic contracts for?
In sectors where schedules vary from one week to the next (hospitality, restaurants, retail, etc.), generating a contract for every shift can represent a considerable amount of administrative work. Automatic contracts remove that burden: as soon as you publish shifts, Shyfter creates the corresponding contracts, fills them with the employee's data and sends them directly for signature via the mobile app.
Step 1: enable the feature
- Go to Settings ⚙️ → Contracts → Settings.
- Enable the Enable automatic contract generation option.
Step 2: configure a contract template
Automatic contracts use templates in which the employee's information (name, date, position, etc.) is inserted automatically via variables.
Go to Documents → Contract templates to create or edit a template. See the dedicated article on contract templates for the detail of this step.
Step 3: enable contracts for each employee
For each relevant employee:
- Open their record via Team → Users.
- Go to the Profile tab.
- At the bottom of the page, select the contract template to use.
- Enable the Automatic option.
- Save.
Step 4: publish the shifts
Contracts are generated at the next shift publication. Shyfter creates them at the top of the hour following the publication.
Example: if you publish at 1:42 PM, the contracts are created at 2:00 PM. If you publish at 2:01 PM, they are created at 3:00 PM.
Contracts are only created for shifts published after activation. Shifts already published before activation do not generate contracts retroactively.
Track the status of contracts
Go to Documents → Contract list to view the status of each contract: awaiting signature, signed, expired. You can resend a contract for signature or create one manually if needed.