To Create a new agreement, click on the Agreements focus and click + New
A New Agreement form will load.
General Tab
Complete the mandatory fields and click Save.
Vacancies Tab
Any Vacancies associated with the Agreement will be shown here.
Placements Tab
Any Placements associated with the Agreement will be shown here.
Compliance Tab
Any Compliance you add will cascade down to the Vacancy and Placement. You will be asked if you are happy with this, click OK.
To add Compliance to an Agreement, click on the Add Existing Compliance Criteria button.
From the Lookup Records form, select or search for the Compliance you wish to assign to the Agreement and click Add.
Rate tab
Add Rates for the Agreement by clicking on the Add New Agreement Rate button.
The New Agreement Rate Type form will open. Fill in the mandatory fields and click Save & Close.
The New rate will be saved to the Agreement.
Expenses Tab
Add Expenses for the Agreement by clicking on the Add New Agreement Expenses button.
The New Agreement Expenses form will open. Fill in the mandatory fields and click Save & Close.
The new Expense will be saved to the Agreement.
Benefits Tab
Add Benefits for the Agreement by clicking on the Add New Benefits button.
The New Agreement Benefits form will open. Fill in the mandatory fields and click Save & Close.
The new Benefit will be saved to the Agreement.
Cost Centres tab
Add Cost Centres for the Agreement by clicking on the Add New Agreement Cost Centre button.
The New Agreement Cost Centre form will open. Fill in the mandatory fields and click Save & Close.
The new Cost Centre will be saved to the Agreement.
The Agreement has been created and all Compliance, Rates, Benefits, Cost Centres will automatically cascade to related Vacancies and Placements.