Users can also create and provide reasons as to why a contract is being extended. First, users will have to create the list of possible reasons in the table editor. Then, in the Hired Details section, when a user changes the end date to any date later than the original date, a drop-down will appear for the user to provide a reason. All changes will then be tracked in the hire details log as well as the candidate’s profile. To get started you’ll go to Utilities –> Table Editor –>Hired Contract Extension Reasons to set up the Contract Reasons.
Note: The ability to edit filled (aka: active) contracts is only available for “Finance Admin” users. If you are not a Finance Admin, you will not see the EDIT buttons within the contract. In this case, you’ll need to contact your Finance Admin to make the change.
Users can create and manage reasons for extending contracts by setting up a list of possible reasons in the table editor and selecting from a dropdown menu when extending a job or contract in the Hired Details section.
The changes made, including the reason for contract extension, are tracked in the hire details log and the candidate's profile for easy reference.
Editing filled contracts is restricted to "Finance Admin" users, and other users need to contact their Finance Admin for such changes.
Extending a Job / Contract
Go to the Talent's record
Click on the Placement sub tab
Click on the Edit icon in the Hired Details widget
Enter in a future date in the End Date field
A radio button will appear: Extend Contract
Select Yes from the drop down menu
A new field will appear: Reason for Contract Extension