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PREREQUISITE Before you can create contracts in Sympa HR, the Oneflow integration must be fully configured. Please follow the steps in the Getting started with Sympa HR guide first. |
As a Sympa HR and Oneflow user, you can create Oneflow contracts and track their status directly from Sympa HR. In this article, you will learn how to create and delete contracts in Sympa HR.
Users with appropriate permissions for candidate reporting can create contracts in Sympa HR.
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NOTE Before creating a contract in Sympa HR, ensure you are signed in to your Sympa HR and Oneflow accounts with the same email. |
Check if the Contract option is available for the candidate
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NOTE This article shows a sample of the Sympa HR user interface that might differ from yours due to your company's setup preferences. Please contact your Sympa HR admin if you have trouble finding the page groups and UI elements described below. |
To create a new contract in Sympa HR, ensure this option is available for the selected candidate.
To check this:
- Log in to your Sympa HR account, go to the Personnel section, and click the candidate's name.
- On the candidate's page, hover over the page group that contains the link to contracts and click Contract.
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INFORMATION If the Contract option is not available, please get in touch with your Sympa HR administrator to set it up for you. |
Create a contract
Once you've ensured that the contract Create feature is available for the selected candidate, you can create your first contract in Sympa HR.
To create a contract:
- On the Contracts page, click Create new.
- In the New document pop-up window, in the Electronic document drop-down list, select one of the available templates and click Start e-signing. (Please see the Getting started with Sympa HR article for more details.)
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NOTE Make sure your Sympa HR template has the correct Oneflow workspace and template IDs mapped. |
- The Employee and the Authorized signer’s details will be populated automatically based on your Sympa HR configurations.
- However, you can update the Authorized signer details. Start typing a new signer's name in the Authorized signer field and select one of the suggested variants.
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NOTE You can have multiple Authorized Signers for the contract. Please get in touch with your Sympa HR administrator to enable this feature. |
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- In the next step, update the Subject and Document name fields of the electronic document.
- You can also preview the contract in this step by clicking the corresponding button in this pop-up window. The contract preview will automatically open in a new tab of your browser. If you are satisfied with the contract, click Send, and the contract will be sent to the candidate for signing in Oneflow.
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NOTE The Document name you set here will only be used in the Sympa HR contract table. The contract name in Oneflow is set separately within the Oneflow application. |
The candidate will receive an email invitation to open and sign the contract with a link to access the contract in Oneflow.
Check the contract status
In Sympa HR, a contract can have one of the following statuses:
- Completed: the contract has been signed by all parties.
- Delivered: the contract has been delivered to the candidate.
- Sent: the contract has been sent to the candidate for signing.
- Declined: one of the parties marked the contract as declined.
- Expired: the period within which the parties should have signed the contract has ended.
You can always check your contract status. To view the contract status:
- On the candidate’s page, hover over the relevant page group (e.g., the Contracting page group) and click Contract.
Once both parties sign the contract, the system will change the contract status to Completed, and you will be able to access the signed contract in Sympa HR.
Delete a contract
If you want to delete your contract in the Sympa HR app, click the Actions menu item and Delete.