The initial steps for creating a contract vary depending on the contract type and your starting point.
(In this article, we will show the process for creating an employment contract in Intelliplan).
INFORMATION When the consultant is saved as a private person, the counterpart name and organization number will correspond to the consultant's name and personal number. |
Create an employment contract in Intelliplan
- First, find a contact.
- On the contact card, you'll see an option marked Contract. Click it, and a list of signed and pending contracts will appear.
- To create a new contract, click on the + icon. A list of available templates will be displayed; choose the appropriate template.
- Fill in the required details and click Save.
- Click on Show.
- Open the contract to review it, then click Send.