Not sure what to include in your employment contracts? Or concerned that you may miss important clauses?
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Use templates to create contracts for common workplace scenarios, like new hires or promotions, and customise dynamic fields based on the recipient.
What's covered in this guide?
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, use the + New Template button in the top right to create a new contract template.
Enter a Template name, configure any additional template settings, then begin populating the template.
Use the Save button at the bottom of the page once you've finished editing the template.
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.
Example:
Contract template: | How staff view the contract: |
Dear {{name}},
Congratulations on the promotion to {{role}}. Your new rate of pay is ${{hourly_rate}}. | Dear Amy Smith,
Congratulations on the promotion to manager. Your new rate of pay is $25.60. |
Learn more in the Dynamic Fields guide.
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:
Upload - This will allow you to upload an image file into the contract template. To upload a file, select the paperclip icon in the text editor panel.
Copy > Paste - This will paste the image directly into the contract.
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 |
 |  |
FAQs
Can I download a contract template to my computer?
To save a copy of a template contract to your computer, use the Print button at the bottom of the template editor page.
On the print preview, change the destination to Save as PDF to download a copy to your computer.
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