Set up a contract type
Go to Setup and click Settings.
Select Module Settings and click General.
Click Contract Type.
To add a contract type that's not already on this list, click Add Contract Type.
Enter a Description and a Code.
Select the relevant SWC Code from the dropdown.
Click Save.
📌 Note: Each contract type will need to be matched to its equivalent in the SWC Code dropdown.
Assign contract types
Select whether a user is a permanent, casual or temporary employee by following the steps below:
Search for the employee and go to their profile.
Click Employment, then Position.
Click Edit in the Employment area.
Select the relevant option from the Contract Type dropdown.
Click Save.
📌 Note: The Contract Type field cannot be set as Mandatory.
Set up a contract basis
Go to Setup and click Settings.
Select Module Settings and click HR.
Click Contract Basis.
To add a contract basis that's not already on this list, click Add Contract Basis.
Enter a Description and click Save.
Assign contract basis
Select whether an employee works full time or part time:
Search for the employee and go to their profile.
Click Employment, then Position.
Click Edit in the Employment area.
Select the relevant option from the Contract Basis dropdown.
Click Save.