[IMP] Payroll: Updating contracts

closes odoo/documentation#14560

X-original-commit: 89852e0c55
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/employees.rst

@@ -15,13 +15,18 @@ reporting.
    .. card:: New employees
       :target: employees/new_employee
 
-      Set up new employee records
+      Set up new employee records.
 
    .. card:: Departments
       :target: employees/departments
 
       Create and manage the departments employees are a part of.
 
+   .. card:: Contracts
+      :target: payroll/contracts
+
+      Manage and create employee contracts.
+
    .. card:: Certifications
       :target: employees/certifications
 

content/applications/hr/payroll/contracts.rst

@@ -4,52 +4,63 @@ Contracts
 
 Every employee in Odoo is required to have a running contract in order to be paid. A contract
 outlines the terms of an employee's position, their compensation, working hours, and any
-other details about their position.
+other relevant details pertaining to their compensation.
 
 .. important::
-   Contract documents (PDFs) are uploaded and organized using the *Documents* application, and are
-   signed using the *Sign* application. Ensure these applications are installed to send and sign
+   Contract documents (PDFs) are uploaded and organized using the **Documents** application, and are
+   signed using the **Sign** application. Ensure these applications are installed to send and sign
    contracts. Please refer to the :doc:`../../productivity/documents` and
-   :doc:`../../productivity/sign` documentation.
+   :doc:`../../productivity/sign` documentation for more information.
 
-To view the employee contracts, go to the :menuselection:`Payroll app --> Contracts --> Contracts`
-from the top menu. All employee contracts, and their current contract status, are displayed in a
-list view, by default. The list view displays running contracts, contracts that require action,
-expired contracts, and cancelled contracts.
+.. _payroll/contract-dashboard:
+
+Contracts dashboard
+===================
+
+Both the **Payroll** and **Employees** apps display *identical employee contract information*.
+
+To access the contracts dashboard from the **Employees** app, navigate to :menuselection:`Employees
+app --> Employees --> Contracts`. To access the contracts dashboard from the **Payroll** app,
+navigate to :menuselection:`Payroll app --> Contracts --> Contracts`.
+
+The :guilabel:`Contracts` dashboard displays all employee contracts in a default list view, grouped
+by :guilabel:`Status`. The available status groupings are :guilabel:`New`, :guilabel:`Running`,
+:guilabel:`Expired`, and :guilabel:`Cancelled`. Each grouping displays the number of contracts
+within the grouping.
 
 .. image:: contracts/contracts-overview.png
-   :align: center
    :alt: Contracts dashboard view showing running contracts and contracts with issues.
 
 .. note::
-   The list of contracts in the *Payroll* application matches the list of contracts in the
-   *Employees* application.
+   Any changes made to contracts in the **Employees** app is reflected in the **Payroll** app, and
+   vice versa. Contract information remains identical, regardless of where the contract information
+   is accessed.
 
 .. _payroll/new-contract:
 
-In order for an employee to be paid, an active contract is required. If a new contract is needed,
-click the :guilabel:`Create` button on the :guilabel:`Contracts` dashboard. A contract form appears
-where the information can be entered.
+Create a contract
+=================
 
-New contract form
------------------
+To create a new contract, click the :guilabel:`New` button on the :ref:`Contracts dashboard
+<payroll/contract-dashboard>`, and a blank contract form appears.
 
 .. _payroll/gen-info:
 
 General information section
 ---------------------------
 
-- :guilabel:`Contact Reference`: type in the name or title for the contract, such as `John Smith
+Enter the following information in the top-half of the blank contract form:
+
+- :guilabel:`Contact Reference`: Type in the name or title for the contract, such as `John Smith
   Contract`. This field is **required**.
-- :guilabel:`Employee`: using the drop-down menu, select the employee that the contract applies to.
-- :guilabel:`Contract Start Date`: the date the contract starts. To choose a date, click the
-  drop-down menu, navigate to the correct month and year with the :guilabel:`< > (arrow)` icons,
-  then click on the desired date. This field is **required**.
-- :guilabel:`Contract End Date`: if the contract has a specific end date, click the drop-down menu,
-  navigate to the correct month and year with the :guilabel:`< > (arrow)` icons, then click on the
-  desired date.
-- :guilabel:`Working Schedule`: select one of the working schedules from the drop-down menu. This
-  field is **required**.
+- :guilabel:`Employee`: Using the drop-down menu, select the employee the contract is for.
+- :guilabel:`Contract Start Date`:  Required. Defaults to the current date. To choose a different
+  date, click into the field. In the popover calendar, select a different date.
+- :guilabel:`Contract End Date`: Optional. Select a date from the calendar popover, or leave blank
+  for an indefinite contract.
+- :guilabel:`Working Schedule`: Select one of the available working schedules the employee is
+  expected to work, from the drop-down menu. If this field is left blank, this allows the employee
+  to work as many or as few hours as desired every week, with no restrictions.
 
   .. tip::
      The :guilabel:`Working Schedule` drop-down menu displays all the working schedules for the
@@ -57,247 +68,217 @@ General information section
      Configuration --> Working Schedules`. Click :guilabel:`New`, and create a new working schedule,
      or click on an existing working schedule and make edits.
 
-- :guilabel:`Work Entry Source`: select how the :doc:`work entries <work_entries>` are generated.
-  This field is **required**. Click the radio button next to the desired selection. The options are:
+- :guilabel:`Work Entry Source`: Using the drop-down menu, select how the :doc:`work entries
+  <work_entries>` are generated. This field is **required**. Click the radio button next to the
+  desired selection. The options are:
 
-  - :guilabel:`Working Schedule`: work entries are generated based on the selected
+  - :guilabel:`Working Schedule`: Work entries are generated based on the selected
     :guilabel:`Working Schedule`.
-  - :guilabel:`Attendances`: work entries are generated based on the employee's check-in records in
-    the *Attendances* application. (This requires the *Attendances* application).
-  - :guilabel:`Planning`: work entries are generated based on the planned schedule for the employee
-    from the *Planning* application. (This requires the *Planning* application).
+  - :guilabel:`Attendances`: Work entries are generated based on the employee's check-in records in
+    the **Attendances** app. (This requires the **Attendances** app to be installed).
+  - :guilabel:`Planning`: Work entries are generated based on the planned schedule for the employee
+    from the **Planning** app. (This requires the **Planning** app to be installed).
 
-- :guilabel:`Salary Structure Type`: select one of the salary structure types from the drop-down
+- :guilabel:`Salary Structure Type`: Select one of the salary structure types from the drop-down
   menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A
   :ref:`new salary structure type <payroll/new-structure-type>` can be created, if needed.
-- :guilabel:`Department`: select the department the contract applies to from the drop-down menu.
-- :guilabel:`Job Position`: select the specific job position the contract applies to from the
-  drop-down menu.
+- :guilabel:`Department`: Select the department the employee is working within, using the drop-down
+  menu.
+- :guilabel:`Job Position`: Select the employee's specific job position using the drop-down menu.
 
   .. note::
      If the selected :guilabel:`Job Position` has a contract template linked to it with a specific
      :guilabel:`Salary Structure Type`, the :guilabel:`Salary Structure Type` changes to the one
      associated with that :guilabel:`Job Position`.
 
-- :guilabel:`Wage on Payroll`: enter the employee's monthly wage.
-- :guilabel:`Contract Type`: choose either :guilabel:`Permanent`, :guilabel:`Temporary`,
-  :guilabel:`Seasonal`, :guilabel:`Full-Time`, or :guilabel:`Part-Time` from the drop-down menu.
+- :guilabel:`Contract Type`: Using the drop-down menu, select the type of contract being created.
+  The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`,
+  :guilabel:`Full-Time`, :guilabel:`Intern`, :guilabel:`Student`, :guilabel:`Apprenticeship`,
+  :guilabel:`Thesis`, :guilabel:`Statutory`, and :guilabel:`Employee`.
+- :guilabel:`Wage on Payroll`: Enter the employee's monthly wage in this field.
+
+  .. tip::
+     The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected
+     :guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll app -->
+     Configuration --> Working Times`, and either :guilabel:`Create` a new working time, or click on
+     an existing working time, then edit it by clicking :guilabel:`Edit`.
+
+- :guilabel:`HR Responsible`: Select the person who is responsible for validating the contract using
+  the drop-down menu. This field is required.
+
+  .. note::
+     The :guilabel:`HR Responsible` field only appears if the  **Salary Configurator**
+     (`hr_contract_salary`) module and the **Sign** app are both installed.
 
 .. figure:: contracts/required-fields.png
-   :align: center
-   :alt: New contract form to be filled in when creating a new contract, with required fields
-         outlined in red.
+   :alt: New contract form to be filled in when creating a new contract.
 
-.. tip::
-   The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected
-   :guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll app -->
-   Configuration --> Working Times`, and either :guilabel:`Create` a new working time, or click on
-   an existing working time, then edit it by clicking :guilabel:`Edit`.
+Salary information tab
+----------------------
 
-- :guilabel:`Yearly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule
+The :guilabel:`Salary Information` tab is where the specific details of how much and how often the
+employee is paid. Fill in the following fields in this tab:
+
+- :guilabel:`Wage Type`: Using the drop-down menu, select what kind of pay the employee receives.
+  The two default options are :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`. Select
+  :guilabel:`Fixed Wage` for salaried employees, and select :guilabel:`Hourly Wage` for employees
+  who are paid based on their logged worked hours.
+- :guilabel:`Schedule Pay`: Using the drop-down menu, select how often the employee is paid. The
+  default options are :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`,
+  :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`,  :guilabel:`Bi-weekly`,
+  :guilabel:`Weekly`, or :guilabel:`Daily`.
+- :guilabel:`Wage`: Enter the amount the employee receives each pay period. The first field allows
+  for a wage to be entered, the second field displays how often the pay is issued to the employee.
+  The second field *cannot** be modified, and is updated when the :guilabel:`Schedule Pay` field
+  changes.
+- :guilabel:`Yearly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule
   Pay` and :guilabel:`Wage` fields are entered. This amount is the total yearly cost for the
   employer. This field can be modified. However, if this is modified, the :guilabel:`Wage` field
   updates, accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost (Real)` are
   correct if this field is modified.
-- :guilabel:`Monthly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule
+- :guilabel:`Monthly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule
   Pay` and :guilabel:`Wage` fields are entered. This amount is the total monthly cost for the
   employer. This field **cannot** be modified, and is calculated based on the :guilabel:`Yearly
   Cost (Real)`.
 
-  .. image:: contracts/salary-info.png
-     :align: center
-     :alt: Optional tabs for a new contract.
+.. figure:: contracts/salary-info.png
+   :alt: The Salary Information tab filled out.
 
-Contract Details tab
---------------------
+Details tab
+-----------
 
-The :guilabel:`Contract Details` tab allows for the addition and editing of a contract, along with
-specifying which template to use when a new contract is created. These fields **must** be populated
-in order to create a new contract.
+The :guilabel:`Details` tab of the contract houses the contract template information, accounting
+information (refer to the :doc:`country-specific localization document <payroll_localizations>` for
+more information), any part time work information, and notes. Fill out the following fields in this
+tab:
 
-.. important::
-   To access the various contract template fields in the :guilabel:`Contract Details` tab, the
-   *Salary Configurator* (`hr_contract_salary`) module **must** be :ref:`installed
-   <general/install>`.
-
-   When the *Salary Configurator* module is installed, the *Salary Configurator - Holidays* and
-   *Salary Configurator - Payroll* modules install, as well.
-
-   Once the modules are installed, the database reverts to the main dashboard.
-
-- :guilabel:`Contract Template`: select a pre-existing contract template from the drop-down menu.
-  Contract templates are typically created through the configuration menu, and stored in the
-  *Documents* application.
-
-Sign section
-~~~~~~~~~~~~
-
-- :guilabel:`HR Responsible`: select the person who is responsible for validating the contract from
-  the drop-down menu. This field is required.
-- :guilabel:`New Contract Document Template`: select a contract from the drop-down menu to be
-  modified for this new employee contract. These documents are stored in the *Sign* application.
-- :guilabel:`Contract Update Document Template`: select a contract from the drop-down menu, if the
-  employee has an existing contract that requires updating. These documents are stored in the *Sign*
-  application.
-
-.. important::
-   The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, and
-   :guilabel:`Contract Update Document Template` fields are only visible if the *Sign* application
-   is installed, along with the `hr_contract_salary` and `hr_contract_salary_payroll` :doc:`modules
-   <../../general/apps_modules>`. The *Sign* application is where the contract templates are stored.
-   This application is required for an employee to sign any contract.
-
-Accounting section
-~~~~~~~~~~~~~~~~~~
-
-- :guilabel:`Analytic Account`: select the account the contract affects from the drop-down menu. It
-  is recommended to check with the accounting department to ensure the correct account is selected.
-
-Part Time section
-~~~~~~~~~~~~~~~~~
-
-- :guilabel:`Part Time`: tick this box if the employee is working part-time. When active, additional
-  fields appear:
-
-  - :guilabel:`% (Percentage)`: enter the percent of time the employee works as compared to a
-    full-time employee.
-  - :guilabel:`Standard Calendar`: select the working hours that a typical full-time worker uses
-    from the drop-down menu.
-  - :guilabel:`Part Time Work Entry Type`: select the work entry type that generates the balance of
-    a full-time working schedule.
-
-    .. example::
-       If a full-time employee works 40 hours a week, and the employee works 20, enter `50` in the
-       :guilabel:`% (Percentage)` field (50% of 40 hours = 20 hours). The employee generates twenty
-       (20) hours of work entries under the work entry type `part-time`, and another twenty (20)
-       hours of work entries under the work entry type `generic time off`, for a total of forty (40)
-       hours worth of work entries.
-
-Notes section
-~~~~~~~~~~~~~
-
-- :guilabel:`Notes`: a text field where any notes for the employee contract are entered for future
-  reference.
-
-.. image:: contracts/contract-details.png
-   :align: center
-   :alt: Contract details in optional tabs for a new contract.
-
-Modify a contract template
-~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the end of either the
-:guilabel:`New Contract Document Template` or :guilabel:`Contract Update Document Template` to open
-the corresponding contract template, and proceed to make any desired changes.
-
-Click the :guilabel:`Upload your file` button next to the corresponding document, navigate to the
-file, then click :guilabel:`Open` to select the document and add it to the tab.
-
-Modifying document templates
-============================
-
-Contracts templates can be modified at any point when changes are needed.
-
-- :guilabel:`Tags`: select any tags associated with the contract.
-- :guilabel:`Signed Document Workspace`: this is where the signatures are stored. Choose a
-  pre-configured workspace, or create a new one. To create a new :guilabel:`Signed Document
-  Workspace`, type in the name of the workspace, then click either :guilabel:`Create` to add the new
-  workspace, or :guilabel:`Create and Edit` to add the workspace and modify the workspace details.
-- :guilabel:`Signed Document Tags`: select or create any tags that are only associated with the
-  signed contract, as opposed to the original unsigned contract.
-- :guilabel:`Redirect Link`: enter a redirect link for the employee to access the contract. A
-  redirect link takes the user from one URL to another. In this case, it takes them to the
-  newly-updated contract specifically written for them.
-- :guilabel:`Who can Sign`: select either :guilabel:`All Users` or :guilabel:`On Invitation`.
-
-  - :guilabel:`All Users`: any user in the organization can sign the contract.
-  - :guilabel:`On Invitation`: only users selected in this field can sign the contract.
-
-- :guilabel:`Invited Users`: select the person (or people) that can sign the document.
-- :guilabel:`Document`: the attached document can be replaced by clicking the :icon:`fa-pencil`
-  :guilabel:`(pencil)` icon. A pop-up window appears, so another document can be selected for
-  upload. The file **must** be a PDF. To remove the document, click the :icon:`fa-trash-o`
-  :guilabel:`(trash can)` icon.
-
-Once the edits are complete, click the :guilabel:`Save` button. All the information for the selected
-contract template populates the fields in the :guilabel:`Salary Information` tab. Any additional
-tabs, such as :guilabel:`Personal Documents`, appears if applicable.
-
-Personal documents
-------------------
-
-This tab **only** appears after an :guilabel:`Employee` is selected, and houses any documents that
-are linked to the employee on their employee record. Documents cannot be added to this tab, this tab
-**only** shows documents that are already uploaded and associated with the employee.
-
-The available documents in this tab can be downloaded. Click the :icon:`fa-download`
-:guilabel:`(download)` icon next to the document to download it.
-
-Send the contract
------------------
-
-Click on the following button to send the contract to the employee:
-
-.. image:: contracts/send-contract.png
-   :align: center
-   :alt: Send the contract to the employee via one of the buttons.
-
-- :guilabel:`Generate Offer`: Clicking this opens a pop-up window that contains the basic
-  information from the contract, as well as a link for the contract when using the salary
-  configurator. Click :guilabel:`Send` to send an email to the employee, so they can sign
-  the contract.
-
-At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This is the timeframe that
-the contract offer is valid for. By default, this field is pre-populated with `30 days`, but it can
-be modified.
+- :guilabel:`Contract Template`: Using the drop-down menu, select a contract template to use when
+  making an offer to an applicant.
 
   .. note::
-     In order to send a contract using the :guilabel:`Generate Simulation Link`, there **must** be a
-     signature field in the contract PDF being sent to the employee, so they can sign it.
+     Contract templates are typically created through the **Payroll** app configuration menu, and
+     stored in the **Documents** app. To view the contract templates, and to create new ones,
+     navigate to :menuselection:`Payroll app --> Configuration --> Templates`.
 
-- :guilabel:`Signature Request`: clicking this reveals a pop-up window, where an email can be typed
-  to the employee. Select the document (such as a contract, NDA, or Homeworking Policy) from the
-  drop-down menu, and fill out the email section. Click :guilabel:`Send` when the email is ready to
-  be sent.
+- :guilabel:`Originated Offer`: This field automatically populates with the original offer sent to
+  the employee. This field is **not** modifiable, and is only populated if applicable.
+- :guilabel:`Part Time`: Tick the checkbox if the contract is for part time work. Once enabled, a
+  percentage field appears next to the checkbox. The percentage **cannot** be modified, and
+  automatically updates based on the selected :guilabel:`Working Schedule` in the top-half of the
+  contract, compared to the typical working schedule for the company (typically 40 hours/week).
+
+
+  - :guilabel:`Standard Calendar`: This field is automatically populated with the default working
+    schedule for the company. In most cases, this is :guilabel:`Standard 40 hours/week`.
+  - :guilabel:`Part Time Work Entry Type`: Using the drop-down menu, select the work entry type that
+    generates the balance of a full-time working schedule.
+
+  .. example::
+     An employee contract is being created for a part-time employee who works 20 hours a week.
+
+     To configure this, the employee's :guilabel:`Working Schedule` is set to :guilabel:`20
+     Hours/Part time` in the :ref:`general information section <payroll/gen-info>`. In the
+     :guilabel:`Details` tab, the :guilabel:`Part Time` checkbox is ticked, and the percentage is
+     set to `50`. The :guilabel:`Standard Calendar` is set to :guilabel:`Standard 40 hours/week`,
+     and the :guilabel:`Part Time Work Entry Type` is set to :guilabel:`Unpaid`.
+
+     When a typical work week is processed in the **Payroll** app, the employee generates twenty
+     (20) hours of regular work entries under the work entry type `Attendance`, and another twenty
+     (20) hours of work entries under the work entry type `Unpaid`, for a total of forty (40) hours
+     worth of work entries.
+
+- :guilabel:`Notes`: Enter any relevant notes for the contract in this field.
+
+.. figure:: contracts/details-tab.png
+   :alt: The Details tab filled out.
+
+Signatories tab
+---------------
+
+The :guilabel:`Signatories` tab is where the default contract templates are selected, for both new
+and updated contracts.
+
+Using the drop-down menu, select the default contract template to use when creating a new or updated
+contract, in the respective fields.
+
+Once a PDF template is selected, any mapped signature fields in the file appear in a list, below the
+selection, identifying who must sign the document. These fields **cannot** be updated.
+
+Any changes to the template and signatories but be done in the **Sign** app, where contract
+templates are uploaded, modified, and stored.
+
+.. important::
+   The :guilabel:`PDF Template` fields are only visible if the **Sign** app is installed, along with
+   the :guilabel:`hr_contract_salary` and :guilabel:`hr_contract_salary_payroll`
+   :doc:`modules <../../general/apps_modules>`.
+
+.. figure:: contracts/signatories.png
+   :alt: The Signatories tab with the roles specified for signing.
+
+Personal documents tab
+----------------------
+
+Occasionally, additional paperwork may be required when creating a contract, such as legal documents
+declaring the employee is able to work in the country. When this situation occurs, Odoo allows for
+one image file of the necessary document to be attached to a contract in the :guilabel:`Personal
+Documents` tab.
+
+Click the :guilabel:`Upload your file` button, navigate to the desired document, and click
+:guilabel:`Select` to attach the file to the contract. The file name appears on the
+:guilabel:`Image` line.
 
 .. note::
-   To send a contract using the :guilabel:`Generate Simulation Link`, there **must** be a signature
-   field in the contract PDF being sent to the employee, so they can sign it.
+   This tab **only** appears after an :guilabel:`Employee` is selected. Additionally, only image
+   files can be attached in this field at this time.
 
 Salary attachments
 ------------------
 
-Any automatic deductions or allocations for an employee, such as child support payments and wage
-garnishments, are referred to as a *salary attachment*. This section is where all of these
-deductions or allocations are set.
+After an employee is selected for the contract, a :icon:`fa-book` :guilabel:`Salary Attachments`
+smart button appears at the top of the page.
 
-To add a new deduction, first navigate to :menuselection:`Payroll app --> Contracts --> Salary
-Attachments`. Next, click :guilabel:`Create`, and a new salary attachment form loads.
+For new employees who do not currently have a contract, the smart button displays :guilabel:`New`.
+If the contract is being updated for a current employee who already has salary attachments
+configured, the smart button displays the number of salary attachments currently running.
 
-.. image:: contracts/garnishment.png
-   :align: center
-   :alt: The salary attachment form with everything filled in for Ronnie Hart's child support.
+:doc:`Create or update any necessary salary attachments <salary_attachments>` for the contract,
+before sending.
 
-Fill out the following fields on the form:
+Send a contract
+===============
 
-- :guilabel:`Employee`: using the drop-down menu, select the employee the salary attachment applies
-  to.
-- :guilabel:`Description`: enter a short description for the salary attachment, such as `Child
-  Support` or `529 Contribution`.
-- :guilabel:`Type`: using the drop-down menu, select the type of salary attachment being created.
-- :guilabel:`Start Date`: the date the salary attachment starts. Choose a date by clicking on the
-  drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left`
-  :icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field
-  is **required**.
-- :guilabel:`Estimated End Date`: this field automatically populates after both the
-  :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are populated. This field is
-  **not** modifiable.
-- :guilabel:`Document`: attach any documents relevant to the salary attachment. Click the
-  :guilabel:`Upload Your File` button, navigate to the desired document in the file explorer, then
-  click :guilabel:`Open` to select the document, and attach it to the form. To change the attached
-  document, click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a different document.
-  To remove a document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon.
-- :guilabel:`Monthly Amount`: enter the amount to be taken out of the employee's paycheck every
-  month for this specific salary attachment.
-- :guilabel:`Total Amount`: enter the total amount that the employee pays for the salary attachment
-  to be completed.
+After a contract has been created and configured, the next step is to send it to the employee or
+applicant. Click the :guilabel:`Generate Offer` button, and the :guilabel:`Offer for (Employee)`
+form loads.
+
+The :guilabel:`Offer for (Employee)` form displays all the basic information from the contract, as
+well as a link the employee can use to sign the contract. The last field on the form is a
+:guilabel:`Validity Days Count` field. This indicates how long the offer is valid. Enter the desired
+number of days in the field. The default is `30` days.
+
+Click :guilabel:`Send By Email` and a pop-up email window loads, using a preconfigured default email
+template. Click :guilabel:`Send` to send the offer.
+
+.. Important::
+   In order to send a contract using the :guilabel:`Generate Offer` button, there **must** be an
+   employee signature field on the contract PDF being sent.
+
+.. image:: contracts/send-contract.png
+   :alt: Send the contract to the employee via one of the buttons.
+
+Contract status
+===============
+
+When creating and sending out a contract, the default status of the contract is :guilabel:`New`.
+
+Once there is a minimum of one completed signature on the document, the status changes to
+:guilabel:`Partially Signed`. Internal users, such as HR and recruitment employees, are alerted in
+the database when there is a signature requested of them.
+
+After all required parties have signed the contract, the status changes to :guilabel:`Fully Signed`.
+
+All status changes happen automatically as the document is signed.
+
+.. seealso::
+   - :doc:`../../productivity/documents`
+   - :doc:`../../productivity/sign`