Setting up Employee Terms and Conditions

When Employee logins to HRMates for first time, HRMates will show the employee Terms and Conditions for his employment. Using EMPLOYEE TERMS Grid in Settings you can manage the Terms and conditions applicable to employees.

Employee must accept all terms and condition immediately after Login before he can proceed. On successful completion of Terms acceptance a email is sent to HR Manager of Employee for terms acceptance along with any files uploaded if any.

In Future you can see the terms accepted by the Employee and files uploaded from Terms and Conditions Button on Employee Profile Page.

To Reset the terms and conditions and force employee to accept the terms again in next Login, open the Employee Profile Page from Admin, click on Terms and Conditions button and click on Reset button in popup window.

To Create a New Term and Condition

Go to Settings.

Click on Add in EMPLOYEE TERMS Grid

In Terms enter text for the term. You can use HTML markup here.

If this Term is valid for all Employees then Keep Department blank else select the department for which this Term will be applicable. If same term is applicable to 2 departments then add the term twice.

Check Fileupload on if the Term requires Employee to upload a file. This is needed for medical certificates etc.

To Modify Existing Term and Condition

Go to Settings.

Click on Modify in EMPLOYEE TERMS Grid after selecting Term to be modified.

Delete Existing Term and Condition

Go to Settings.

Click on Delete in EMPLOYEE TERMS Grid after selecting Term to be deleted.