Create a contract in Teamtailor

With the Oneflow integration for Teamtailor, you can create contracts directly from a candidate's profile or automatically using triggers.

Ways to create a contract in Teamtailor

• Create a contract using a trigger
• Create a contract on the candidate’s profile page

Both ways require that at least one of the contract signatories has access to the Oneflow Workspace.

Create a contract using a trigger

Create a new job posting

You can start by creating a new job posting or opening an existing one.

To do that:

1. Go to the Jobs tab, click Create job, or open an existing job posting. If you select an existing job posting, proceed to the next step, Add a trigger.

2. Fill in the job posting details and click Publish.

Add a trigger

Now it’s time to add a trigger that automatically creates a contract when the candidate’s application status is changed.

1. On the Job posting page, click Triggers.

2. Click the + Add trigger button on the stage where you want to place the trigger (usually when a candidate is offered a job position).

3. Click on Create Oneflow Contract in the menu.

4. In the Create contract window, Template field, select a template from which Oneflow will create the contract (see Getting started with Teamtailor).

5. To automatically move a candidate to the next stage when a contract is signed, check Move candidate when complete and click Add Trigger.

6. When you’re done creating the trigger, the job posting should look as follows:

Change the candidate’s status

Now, when you move the candidate to the stage with the trigger you created earlier (in our example, Offered), Oneflow will automatically create a contract for that candidate.

In our example, we selected the Send contract automatically and Move candidate when complete checkboxes. In this case, Teamtailor will send the contract to the candidate.

When both the candidate and Teamtailor user sign it, the system automatically moves the candidate to Hired.

If you choose not to select the Send contract automatically checkbox, the contract will be created as a draft in Oneflow. You can then review and send it later.

Create a contract on the candidate’s profile page

You can also create a contract for a candidate right from their profile page.

To do this:

1. Open the Candidates page and select a candidate from the list.
2. On the profile page, open the actions menu (︙) and select Oneflow.

3. In the Oneflow section, click Create contract.

4. In the Create contract window, choose a template from the Template field. Oneflow will use this template to generate the contract (see Getting started with Teamtailor).

The system behavior will be the same as when creating a contract using a trigger.