Add a user to a contract

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • A contract can cover specific users. For example, you may use a contract to hire a group of temporary workers.

    Before you begin

    Role required: contract_manager or admin

    Procedure

    1. Navigate to Contract Management > Contract > All.
    2. Select a contract.
    3. In the Users Covered related list, click New.
    4. In the User field, select a specific user covered by the contract.
    5. In the Date added field, select the date the user was added to the contract.
      The date can be in the past, the present, or the future.
    6. Optional: In the Date removed field, select the date the user was, or will be, removed from the contract.
      Specifying the Date added and Date removed fields can be useful for reporting.
    7. Click Submit.