Creating a new section using the helper list

  1. Select Contracts.
  2. Click the Components tab.
  3. Click Templates.
  4. In Contract Templates By Type, select a contract type. Then, in the Contract Templates pane, select and open an existing contract template.
  5. In Contract Template Sections, click the Helper List > Create icons.
  6. Specify this information:
    Description
    Specify a description for the employment contract section.
    Section Type
    Select a section type. The section type determines the text variables that can be used in the Section Text field. You can create multiple sections of the same type for a single employment contract. These options are available:
    • Organization and Resource
    • Employment Contract Details
    • Employee Contract Details
    • Work Assignment
    • Compensation
    • Leave
    • Other
    Active
    Optionally, select this check box to make the section active. Only active sections can be used in templates.
    Show Consolidated Work Assignments
    Select this check box to repeat the contract section for each consolidated work assignment in the employee contract. Use the Show Consolidated Work Assignments field only for section types that contain work assignment-specific data, such as job, position, or pay rate.

    See Employee contract consolidation.

    Note: The Header field is available when you select Show Consolidated Work Assignments.
    Section Text
    This text field is only displayed after you select the section type and specify text for the header. Specify information about the section in this field. You can also use the variables that are available based on the section type that you selected.

    This text field includes rich text formatting capabilities that you can use to format your content.

  7. Click Save.
    The section is saved to the list of employment contract sections in the helper list.