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Adding and Editing Staff Contracts

Tom avatar
Written by Tom
Updated over 3 weeks ago

This article explains how to add, edit, or expire staff contracts within Florence. Keeping contracts up to date is essential for correct payroll processing.

Where to find staff contracts

  1. Go to Staff -> My staff

  2. Click on a specific staff member

  3. Select the Employment details tab

  4. Scroll down to the Contracts section at the bottom of the page

How to add a new contract

  1. Click Assign contract

  2. Fill out the relevant details (e.g. role, start date, contract type)

  3. Click submit

How to edit a contract

  1. Click on the Edit (pencil) icon next to the contract you want to change

  2. Update the relevant information

  3. Click Submit

How to end or expire a contract

  1. Click the Edit (pencil) icon next to the contract you want to end

  2. Enter the Employment end date

  3. Click Submit

Note: If the end date is in the past, the contract status will automatically update to Expired.

Important: Changing vs. Correcting a contract

To maintain an accurate record, please follow these guidelines:

  • Changing Contract Types: If an employee moves from one contract type to another (e.g. Permanent to Bank), do not edit the old contract. Instead, add an end date to the current contract and then click Assign contract to create the new one.

  • Correcting Errors: If a contract was entered incorrectly from the start (e.g. listed as Permanent instead of Bank by mistake), simply use the Edit icon to fix the existing entry.

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