Contracts and policies

Wageloch HR lets you prepare contract and policy templates, send them for signature, and track progress from one place.

Before you start

• Contract and policy templates must be PDF files.
• Add placeholders before issuing documents so staff and countersigners can complete all required fields.
• Confirm employee records are up to date before sending documents.

Contract templates

Use contract templates to issue employment agreements and role-specific terms.

Add a contract template

1. Go to HR > Contract Templates.
2. Select Upload Contract Template.
3. Upload the PDF file.
4. Review and set template details:
   • File Name for internal naming.
   • Title for the document name shown during issue.
   • Placeholders for fields such as employee name, position, salary, and signatures.
5. Drag placeholders into the document preview where each value should appear.
6. Select Done to save the template.

Issue a contract

1. Go to HR > Contract Templates.
2. Select the Issue Contract action for the template you want to send.
3. Complete the issue form:
   • Title
   • Employee
   • Placeholder values
4. If prompted, select the countersigner.
5. Select Yes to send.

Edit or delete a contract template

1. Go to HR > Contract Templates.
2. Select the Edit action to update template details or placeholders.
3. Select the Delete action to remove a template you no longer use.
4. Confirm the prompt.

Policy templates

Policy templates follow the same steps as contracts, with fewer default placeholders available.

Add a policy template

1. Go to HR > Policies.
2. Select Upload Policy.
3. Upload the PDF file.
4. Set File Name, Title, and placeholder positions.
5. Select Done to save.

Issue a policy

1. Go to HR > Policies.
2. Select the Issue Policy action for the template.
3. Complete the policy issue form:
   • Title
   • Employee
   • Placeholder values
4. If prompted, select the countersigner.
5. Select Yes to send.

Edit or delete a policy template

1. Go to HR > Policies.
2. Select the Edit action to update an existing template.
3. Select the Delete action to remove the template.
4. Confirm the prompt.

Track issued documents

After issuing a contract or policy, monitor progress in Locating documents.