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Create a Contract Template

Learn how to access and create contract templates for onboarding or changes to pay conditions

Not sure what to include in your employment contracts? Or concerned that you may miss important clauses?

You can get your employment contracts created, reviewed, or updated with our industrial relations experts.

Use templates to create contracts for common workplace scenarios, like new hires or promotions, and customise dynamic fields based on the recipient.

Access Contract Templates

To access existing contract templates or create a new template, navigate to the Contracts & Documents hub under the Workforce tab.


Create a New Contract Template

In the Contracts & Documents hub, click + New Contract Template in the top right. There are two ways to create a template:

Choose the format when you create the template. A template's format can't be changed afterwards.


Build a template in Tanda

Select Build in Tanda (rich text), enter a Template name, configure any additional template settings, then click Create to begin populating the template.

These additional settings can be updated at any time by navigating to the Setup tab. This is also where you can upload an HTML version of an existing contract to import it into Tanda.

Use the Save button at the bottom of the page once you've finished editing the template. To personalise the contract for each recipient, add dynamic fields.


Contract images

Images can be used in contracts to represent things such as company logos or manager signatures. Additionally, you could insert static tables or information via an image file.

There are two ways to insert an image into a contract template:

  1. Upload - This will allow you to upload an image file into the contract template. To upload a file, scroll across and select the paperclip icon in the text editor panel.

  2. Copy > Paste - This will paste the image directly into the contract.
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Note: If you have a company logo configured for payslips under Payroll > Settings > Company Setup, this logo will be automatically included at the top of sent contracts.


Dynamic Fields

Dynamic fields act as placeholders in your contracts, and automatically populate based on the information entered in employee profiles and account settings.

These placeholders allow you to use the same template for multiple employees, and automatically update the contents of the contract that are likely to change between staff, like name, hourly rate, or employment type.

For example:

Learn more in the Dynamic Fields guide.


Text options

Text in your contract template can be formatted with:

  • Bolding

  • Italics

  • Strikethrough

  • URL links

  • Headings

  • Quote blocks

  • Code blocks

  • Bullet points

  • Numbered lists

  • Tables

If dynamic fields are formatted with any of the above, the formatting will also apply to the information that populates.

For example, the {{name}} field is bolded in the contract template, and is populated as below:

Template

Contract


Upload a Word (.docx) document

You can upload a contract you've already written in Word and use it as your template. Contracts created from Word documents can only be used when changing employment conditions or during onboarding—they cannot be sent directly from the Contracts tab in an employee's profile.

  1. Click + New Contract Template and enter a Template name.

  2. Select Upload a Word document (.docx).

  3. Upload your file. The file must be a .docx/word file and be no larger than 15 MB.
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  4. Click Create.

The document doesn't necessarily have to come from Microsoft Word, but the default file format from Word is .docx, ensuring the formatting is not impacted. Other text documents can be manually converted to a Word/.docx file so they can be uploaded.

Tanda shows a PDF preview of your document after creating the template. While a version is still a draft, you can upload a new document to replace it if you need to make adjustments.


Dynamic fields in Word

Write dynamic fields in your document as {{field_name}}, using lowercase letters and underscores.

Tanda fills in the fields it recognises from the employee's profile and pay conditions. Any other field is filled in by the manager when they send the contract.

After you upload the file, you can see every field found and whether Tanda fills it or the Manager fills it, so you can check them before publishing. This is located beneath the preview:

If you are unsure which dynamic fields can be prefilled, open the What dynamic fields can I use? dropdown. A dynamic field can be anything; however, ones that are not recognised by Tanda must be manually filled by the manager when the contract is sent.

Go to the Preview fields tab to see what the contract would look like when sent to the employee. You may need to enter placeholder values to generate the preview.


Signature fields

Mark where the contract should be signed with signature fields entered in the .docx file:

  • {{signature_employee}}: where the employee signs.

  • {{signature_manager}}: where the issuing manager countersigns.

Add _date or _name to show the signing date or name, for example {{signature_employee_date}}. People sign in the order the fields appear in the document.

If there's no employee signature field already in the file, Tanda will add one at the end of the document for you and show a warning.


Optional Clauses

You can configure your .docx contracts so that certain clauses or sections can be toggled on or off when sending the contract. This is useful for customising a single contract for slightly different cases, without the need to create a whole new contract each time.

Optional clauses are toggleable via a checkbox when reviewing/sending the contract to the employee.

To create an optional clause, enter the following in your document:
​

{{#clause:clause_name}}
Optional content here
{{/clause:clause_name}}

The clause_name can be replaced with the name of the clause. This is what is shown to whoever is sending the contract. Underscores (_) are replaced with spaces when reviewing the contract.

Anything can be entered in the Optional content here section. If the clause is disabled, this section will not be visible in the contract sent to the employee.

For example, the following 11.2 section of this contract will be able to be toggled on or off when sending it to an employee, as it is wrapped in a clause:
​

You can test the optional clauses in the Preview fields tab of the contract template.

Toggled on:

Toggled off:


Publish a template

When you're happy with the template, go to the Versions tab and click Publish.

A template can't be published if it has no document, or if the document has errors in its dynamic fields, clauses or signature fields.

Only one draft version can exist at a time. Published versions are kept in the version history, and the latest published version is used for new contracts.

Learn more about sending contracts in this help article.

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