Contract types

Settings → People → Contract types is the list of types a contract can have, such as Agreement or Annex. It decides which types appear in the type dropdown when someone adds a contract, and which types mean the person is employed. Flowtly ships five built-in types, and your organization can add its own.

Who can change it

Only people with the Agreements Manager permission can open this screen and change types. Administrators have it, as do HR managers and the default Office manager permission group. Everyone else only sees the types in the dropdown when they add a contract.

The controls on this screen

The list has five columns, and each row has the same five values:

• Name: the type's name.
• Origin: Built-in for the five types Flowtly provides, Added by your organisation for the types you create.
• People on this contract count as employed: Yes or No.
• Offer when adding a contract: Yes or No.
• Order: a number.

On a phone, each type is a card with the same values.

The five built-in types are Agreement, Annex, Termination, Letter of intent and Work experience. The first three start as counting as employed, the last two do not. An empty list reads "No contract types yet" with the note "Add the contract types your organisation uses."

Add contract type: opens the Add contract type dialog. The same button appears in the empty list.

Edit: the pencil at the end of a row. It opens the Edit contract type dialog.

Delete: the bin icon next to the pencil, offered on types your organization added, never on built-in types. It asks "Delete {name}?" and confirms with Yes, continue. A type that a contract still uses cannot be deleted; the dialog advises you to turn off Offer when adding a contract instead.

Both dialogs hold the same fields:

• Name: required, up to 64 characters. On a built-in type the field is locked, with the note "Built-in types are named by Flowtly and translated for every language." A name you give a custom type is shown as written in every language.
• Order: a whole number from 0 to 9999. "Lower numbers appear first in the dropdown." A new type starts at 100. An empty field counts as 0.
• People on this contract count as employed: a switch, on by default for a new type. It affects capacity in resourcing and time-off accrual. Turn it off for contracts that do not make someone an employee, such as a letter of intent.
• Offer when adding a contract: a switch, on by default for a new type. "Turning this off hides the type from the dropdown. Contracts that already use it keep it." This is also how you retire a type that is in use, and it works on built-in types.
• Save: stores the type and closes the dialog, with a Success message. It stays disabled while Name is empty.
• Cancel: closes the dialog without saving.

Example use cases

• An administrator adds a "Contract for specific work" type that counts as employed, for a kind of contract the five built-in types do not cover.
• An administrator adds an "Internship" type and switches off People on this contract count as employed so it does not affect time-off accrual.
• An administrator turns off Offer when adding a contract on a type the organization no longer signs, without touching contracts already using it.
• An administrator moves the most-used type to a low Order number so it is first in the dropdown.