Contract Management

The Contracts section within HR Management allows you to create, track, and manage contracts for every team member — whether they are permanent employees, temporary staff, or external contractors.

Creating a Contract

From HR Management > Contracts, click Create Contract. The form includes:

• Team member — select the member this contract belongs to
• Contract type — Permanent, Temporary, Contractor, or Consultant
• Position — the role or job title
• Department — the department the member works in
• Start date — when the contract begins
• End date — when the contract expires (leave blank for open-ended contracts)
• Weekly hours — expected hours per week (supports fractional hours, e.g., 37.5)
• Rate type — Hourly, Salary, or Fixed
• Client billing rate — the rate charged to clients for this member's work (visible only with the hr.view_contract_rates permission)
• Internal project rate — the internal rate used for project cost tracking (visible only with the hr.view_contract_rates permission)
• Contract documents — upload up to 10 files (maximum 10MB each) such as signed agreements, addenda, or supporting paperwork

Contract Statuses

Contracts follow a lifecycle with seven possible statuses:

• Draft — the contract is being prepared and has not yet taken effect
• Active — the contract is currently in force
• Inactive — the contract is not currently active but has not been terminated
• Suspended — the contract is temporarily paused
• Terminated — the contract has been ended early
• Expired — the contract has passed its end date
• Archived — the contract is retained for historical records only

Managing Contracts

From the contracts list, you can:

• View all contracts with visual status indicators and filtering options
• Sort by member, type, status, or date
• Edit any contract to update its terms, dates, or documents
• Delete contracts that are no longer needed (requires the hr.delete permission)
• Upload or manage attached documents

HR Dashboard Metrics

The HR Dashboard provides contract-related KPIs at a glance:

• Total team members — the number of people in your workspace
• Active contracts — how many contracts are currently in force
• Expiring soon — contracts expiring within the next 30 days
• Compliance rate — the percentage of members with active or draft contracts
• Member type breakdown — a split between employees and contractors
• Upcoming renewals — the top five contracts expiring within 30 days, listed for quick action

Permissions

• hr.view — view the contracts list and details
• hr.create — create new contracts
• hr.update — edit existing contracts
• hr.delete — delete contracts
• hr.view_contract_rates — view the client billing rate and internal project rate fields