Set up Talent Contract Types (Table Editor)

Do you have a set of documents you send to your applicants/talent and need to track if they’ve been sent or signed? Some examples are application, W2, I9, Contract Agreement, or just onboarding material. Once you’ve updated your list you can find this located under the Docs tab within an applicant’s profile.

You can manually track when you’ve sent and received signed documents. Even better… you can select from these document types if you’re set up to use AdobeSign within Avionté. 

 

Create a new Talent Contract Type

This will show up on the Talent's record > Document Tab > Contract Type section

  1. Click on Account & Settings
  2. Click on Table Editor

    Account Settings - Table Editor.gif

  3. Click on Talent Contract Types tile
  4. Add a document name to the New Item field
  5. Click on the Add button
  6. Click on the Close button

    Talent Contract Types - Add New.gif

 

Example of new Contract Type

This is listed on the Talent Record > Documents tab > Talent Contracts section

  1. Go to a Talent's record
  2. Click on the Documents tab
  3. Go to the Talent Contract's section

Talent - Documents Tab - Contract Types.gif

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share