The Agreements section allows the clinic to create its own agreement or document templates for workers. These templates can be used for employment agreements, job descriptions, internal policies, responsibilities, or other documents that the clinic needs to send to its employees for review and signature.
To create an Agreement:
- Go to Human Resources → Agreements.
Click Create New in the upper-right corner.
- Under Title, enter a name that clearly identifies the document.
- Under Content, enter the information that will be included in the Agreement. You can use the available editing tools to organize and format the content as needed.
- If you would like to receive an email notification when the worker signs and completes the document, enable Notify by email when the worker signs and completes.
- Click Save to save the template.
Once created, the template will be available under Agreements, where the clinic can manage it and use it with its workers as needed.
Path: Human Resources → Agreements → Create New