How do I extend a Contractor?
Set the placement systems templates to the Extension templates
- Go to Settings>Templates.
Select Application Summaries from the “Assign Templates for” drop down. - Select the Contract to Candidate template.
Select the Contractor Extension template on the right hand side (located in Internal>system templates), and press Set Template as Default - Select the Contract to Client for Candidate template.
Select the Client Extension template on the right hand side, and press Set template as Default
Update the placement details
- Open the job the contactor is currently Placed in.
Select the PLACEMENTS form from within [+] Applications tab - Update the placement details (start and end dates as a minimum) and press SAVE.
Generate and send the contractors extension paperwork
- Press CONTRACT TO CANDIDATE from within the PLACEMENT forms Documents Templates list
- Save the file as a word file to your internal Contracts folder.
Use the Reference number contained within the Contract as the file name. - Send a copy of this file to the contractor
Generate and send the Clients extension paperwork
- Press CONTRACT TO EMPLOYER from within the PLACEMENT forms Documents Templates list
- Save the file as a word file to your internal Contracts folder.
Use the Reference number contained within the Contract as the file name. - Send a copy of this file to the Employer Contact for the job.