Contracts

Contracts are a time saving feature that allow you to specify one set of rules for multiple Employees. There are certain rules that tend to apply to a lot of employees. Instead of adding in this same rule for all your employees, create one contract and tag or attached the employee's name where it says "Employees attached".

Steps on Creating a Contract:

1. Click on the green "+" icon on the right hand side

2. Click on the new contract where it says "Click to Complete Template details"

3. Give the contract a name, such as "Full Time no night call" or "Triage Nurse Max 80hrs", anything that will help you organize what the contract is for

4. Add contract rules. Hint - don't forgot to add "Maximum of one shift per day" hard rule

5. Attach Employees to this contract - search for the employee names that this contract is applicable for.

Note - Some employees are unique and a contract may cover off just the basic rules that apply to them. On top of the contract rules being applied, you can also ad additional individual rules for the employee. For example, maybe they have recurring days off such as a Tuesday and Thursday that they can't be schedule on. This could be a unique situation to this employee. The solution is to add additional individual rules for this employee. Bot the rules you specified for the contract and individual rules will be applicable when the system generates a schedule.