4.28 Temporary Employees - Managing Contracts

Related Products Tradepoint Enterprise

Related Articles 1.0 Searchable Table of Contents - By Topic 4.0 Introductions to Employee Management 4.26 Qualifications 4.27 Employee Family Contacts

Any company using temporary Employees for seasonal work, or specific projects would find Contract able to support tracking information for Employees.

Contracts will also keep a history if the same person has been a contract Employee repeatedly.

Click on the new icon in the lower right to create a temporary contract for an employee. Within the new contract screen the general information screen of contracts holds most of the primary parameters for a temporary Employee.
Main information including dates of contracts, contract type, division and department are highlighted in the example above.

Contract Type - this is a drop down menu that has to have preferences setup under the Setup & Configure Tool.

Division - This field will pull from the Divisions setup under Company Settings.

Department - This field will draw information setup in Company Settings for the Division chosen. So, if different departments are setup for different divisions then the departments will follow the respective division.

Starts On & Ends On - The dates for when the contract is active and the Employee will be working.

Signed On - The date the temporary contract was signed.

Contract # - The number of a contract (if there is one).

Position Details

Role - This field has a drop down menu built in that does have to be setup through the Setup & Configure field first.

Max Overtime - A numerical field for any amount of overtime for this contract (if relevant).

Housing Allowance - Enter in any housing allowance for the term of the contract.

Transportation Allowance - Enter in any transportation allowance for the span of the contract.

Banking Information

Bank - A drop down menu customizable through the Setup & Configure field.

Branch - A drop down field also customizable through the Setup & Configure Tool.

Bank Account Number - Any bank account numbers for payment to Contract Employee.

The last option is a check box if this contract Employee is paid electronically.

Payroll information is the next screen in Contracts. This is designed as an integrated part of Tradepoint's payroll so if the payroll system is being used then the settings here will be pulled into payroll each time payroll is processed.


 
The header information will follow through to payroll. The details of multiple deductions are supported in the payroll section so additional deductions can be added to standard ones.

This example shows a US based payroll example (payroll deductions shown here are not necessarily accurate since tax rates vary based on location and job being performed).

Payroll Deductions shown here draw from existing payroll information established in Tradepoint (accessed through the Payroll options setup under Company Settings).

The date ranges and deductible amounts are date and numerical fields respectively.

The Bank and branch fields draw information that has been setup in the Setup & Configure tool for Banks and related branch information.

The Account number is an open field to enter or copy/paste a bank account number.

The documents icon allows documents to be:

• Created based on existing templates in Tradepoint.
• Uploaded from an external source.
• Scanned in from an external source.

Insurance information can also be tracker per contract, if its relevant and will be provided to the Employee under contract.


 
Company - Refers to the Company providing the insurance and will pull information under Suppliers.

Type - Is a drop down menu that can be setup under the Setup & Configure Tool referring to the Type of Insurance being provided.

Policy # - An open field for any policy numbers related to the Insurance being provided for an Employee.

Subscriber # - An open field referring to any relevant Subscriber numbers related to any policies for a contract Employee.

Expiration - An open field for any expiration date for any insurance policy being provided for an Employee.

Policy Value - An open field for entering any policy value.

Travel information can also be held within contracts.