Create a contract in Jobylon

This article explains how to create documents through the Jobylon – Oneflow integration.

In Oneflow

Create a document template for Jobylon

1. Navigate to the desired workspace and open the Templates tab.
2. Click Create template to open the template editor.
3. Create and customize the template as needed.
4. Open the Data fields tab and select Jobylon Template from the Playbooks dropdown.
5. Add any data fields that should be automatically populated with information from Jobylon.
6. Click Publish to activate the template.

In Jobylon

Create a contract

1. In Jobylon, click Jobs.
2. Select the relevant job from the list.
3. Open the candidate’s profile.
4. Click the status button in the upper-right corner.
5. Move the candidate to the Offer or Hired status.
6. Click Create contract in Oneflow.
7. Select the appropriate Template.
8. Enter or review the candidate’s Email and Phone.
9. Click Create contract in Oneflow.
10. Review and edit the contract in Oneflow as needed.
11. Click Send when the contract is ready to be sent to the participants.

Your contract has been created! You can access it from the candidate’s profile in Jobylon by clicking Open contract in Oneflow.

Troubleshooting

• If a workspace is unavailable in Jobylon, confirm that it contains at least one published template assigned to the Jobylon Template playbook.
• If Create contract in Oneflow is unavailable, confirm that the candidate has been moved to the Offer or Hired status.
• If the contract cannot be created, confirm that the candidate has a valid email address and phone number.
• If a template is unavailable, confirm that it is published and assigned to the correct Playbook.
• If you cannot create a contract, confirm that you have permission to create documents from the selected template.