Building a Contract Template

Contract templates are comprised of standard and custom tags and static text formatted to meet your requirements. Use standard and user tags to create contract templates that contain the same data, e.g., logo, employee name and address, salary and benefits, legal statements, signatures, and signature lines. You may create one active contract template for each contract code defined in LINQ ERP.

A contract template has three sections:

Header – this section usually contains the organization's logo, name and address, date, and so on.
Body — this section usually contains the employee's name and address, contract details, legal statements, and other pertinent information.
Footer — this section contains data that will display on all pages of the contract.

Use the Page Formats on the General tab to set the page, header, and footer margins. Use the Rich Text Editor on the Header, Body, and Footer tabs to apply font and paragraph formats to the contract header, body, and footer tags and text.

Prerequisite

In the LINQ ERP Human Resource module, use the Contract Codes page – HMCTC01A to define the contract codes to be assigned to contract templates in LINQ EP.

Adding a Contract Template Checklist

The Add/Edit Template page has four tabs that correspond to the four steps required to build your contract templates.

Section	Description	Click the linkClick a link to display the corresponding page. Links display with blue text. for more information
General	Use the General tab to define the header and footer height and the page margins for the templates. The measurements are in inches.	Maintaining the General Template Settings
Header	Use the Header tab to insert the tags and static text that will display in the contract header. This information might include the organization's logo and address. The header will display on all pages of the contract.	Maintaining the Template Header
Body	Use the Body tab to insert the tags and static text that will display in the body of the contract. The body of the contract contains the details of the employee's contract.	Maintaining the Template Body
Footer	Use the Footer tab to insert tags and static text that will display in the contract footer. The footer will display on all pages of the contract.	Maintaining the Template Footer