Paperless Contracts

Hi. I'm Laura. 

See this? This is how much paper you can use to collect signed contracts and wage letters and attach them to each employee's HR records. 

Let's see how paperless collection works. 

Create a Custom Form 

Your first step is to create a custom form so employees will have a place to verify and sign their contracts. 

From the Human Resources dashboard, click on Employee, Setup, Configuration, and Custom Form Setup. 

Click Add and name your form. Then click Save and Go to Next Step. 

Here you can add any custom fields before clicking Save. 

Add Custom Fields 

On the list of custom forms, click the downward arrow to the left of your new form. 

You can add Custom Fields and Skyward Fields here. 

Generate Online Form 

The next step is generating the online form. 

From the HR dashboard, go to Employee, then Online Forms. 

Click Add. 

Name your form and, if you'd like, select options like requiring the form to be completed. 

Click Save, then Yes when prompted to add Step Details. 

Enter a Step Label, set the Step Type to Employee Letter, and select an employee letter you've created. 

Then click Save. 

Activate Online Form 

To activate the form you want to use, highlight the form, then click Activate Online Form. 

Set the dates you'd like the form to be available. 

Click on Selection Parameters and add a new set of parameters. 

Click Save on the Activate Online Form screen. 

Paperless contracts can help you save time, money, and space. 

Work smarter with Skyward, and stay tuned for more Quick Hits for CFOs coming soon.