About the Contracts

Purpose

The Contracts module in Uneevo defines and manages the employment and service agreements that formalize relationships between the organization and individuals — whether they are employees or external resources.

This module serves as the bridge between People Management, Payroll, and Project Costing, ensuring that every working relationship is properly recorded, compliant, and financially aligned.

💡 A contract transforms a person record into an active employee or establishes a service relationship for an external contractor.

Key Objectives

Centralize all contractual data in one secure location
Define the employment relationship through validated contracts
Maintain data continuity between HR, payroll, and finance modules
Support both internal employees and external contractors
Ensure legal compliance and audit readiness through document traceability

Core Functional Areas

Tab / Section	Purpose	Typical Data Managed
Personal Information	Captures individual identifiers and employment metadata.	Employee ID, Contract Type, Start/End Dates, Work Type
Career	Defines professional role and position details.	Area, Function, Category, Reporting Line
Payroll	Stores payroll and salary-related details.	Salary Policies, Pay Frequency, Allowances
Benefits	Links employees to predefined benefit packages.	Compensation Packs, Perks, Insurance
Out of Office	Configures absence, leave, and entitlement rules.	Time-off eligibility and absence control
Documents	Centralizes contractual and compliance documents.	Signed Contracts, ID Proof, NDAs
Cost Management	Allocates employee or contractor costs.	Cost Centers, Projects, Billing Flags
External Resources	Manages non-employee contractual entities.	Contractors, Freelancers, Vendors

Process Flow

The Contract lifecycle follows a clear, structured path:

1️⃣ Create a Person Record
→ The individual must exist in People Management.

2️⃣ Create a Contract
→ Link it to the person record, define core data, and save.

3️⃣ Validate the Contract (Celebration)
→ Once validated, the person officially becomes an Employee (or External Resource).

4️⃣ Manage Employment Data
→ Update related tabs (Career, Payroll, Benefits, etc.) as needed.

5️⃣ Track Status
→ Contract status automatically updates based on Start/End Dates:

Future → Active → Former

💡 Multiple contracts may coexist for the same person, but only one can be active at a time per employment relationship.

Integration Highlights

Integration Area	Purpose / Result
People Management	Links contracts to person profiles.
Recruitment	Converts hired applicants into contracts.
Career Management	Aligns role and level within organizational structure.
Compensation Packs	Associates salary and benefits policies.
Finance / Projects	Manages cost allocation and billing visibility.
Analytics & Reporting	Provides real-time workforce and cost insights.

Best Practices

✅ Always ensure the Person record exists before creating a contract.
✅ Validate each contract only once all required tabs are complete.
✅ Use clear naming conventions for contract documents and IDs.
✅ Regularly review contracts reaching their End Date.
✅ Archive or renew contracts using the “Duplicate” function for continuity.

Create a New Contract – Convert Person to Employee
Contract – Personal Information
Contract – Career
Contract – Payroll
About Compensation Packs (cross-link — salary and benefits policies)

About the Contracts