How to send a contract through Personio

Dear @ZaheerA,

I hope my answer above was helpful for you! If this was the case, please mark my post as Best Answer. If there is any other detail you need from me, please let me know. I will be happy to support sou further 😊.

I wish you a lovely day 🌸.

Best,

Andrea

Hi there,

Is it possible to do this without having the  Recruitment - Offer section, please? Our recruitment platform is with a different provider.

Is it possible to do it via documents and the onboarding workflow, please?

Many thanks,

Aleksa

Hi @a.kmiotek,

My apologies for this late reply!

It is indeed possible to send contracts without our Recruting module.

First, you need to create a Word or OpenOffice document with the corresponding placeholders.

➡ Create Document Templates – Placeholders

If you need multiple signatures (e.g. from the new employee, and their manager), you need to add signature placeholders: to do so, you need to use @@ before and after the designation. You can add any number of signatories to the document and freely choose their designations (for example: @@Candidate@@, @@Employee@@ or @@Recruiter@@). NB: you will need to assign them manually when requesting a signature. At this stage, the designations will help you to identify who a placeholder should be assigned to during this step.

➡ Create a Document Template with Signature Placeholders

Once the template is ready, you can upload it to your account by going to Settings > People > Documents > Add template, and selecting the relevant category (e.g. Work contracts).

➡ Manage document categories and templates

Now, you’re ready to use the newly created template for your new employee: go to the Employee profile > Documents > Create new, and select the relevant template:

The placeholders will be automatically filled, but you can double-check all the information, and finally click Create.

When hovering over this new document, you’ll be able to click on Request signature:

In the next step, you can assign the different and relevant signers. Optionally, you can also add a message to be included in the email requesting the signature, and set up a reminder.

Once completed, click on Request signature, and the people involved will receive a notification to sign the document.

I hope this is helpful!

@ZaheerA feel free to let us know if you have any other doubts - and thanks @Andrea for your help!

Have a nice evening,

Valentina 🍁

​@Valentina S. ciao!

My name is Gianluca and I’m a new Personio enthusiast!
 

I’m currently struggling a bit with setting up onboarding automations, and I’ve been exploring the community for inspiration.

I actually came across the same issue that ​@ZaheerA  reported, so I’m joining this thread — and I’d like to thank you for your reply!

However, I still have a question:

When I try to send a contract using “Create from template,” I’m not able to find the future employee — unless I change their status to “active” instead of “onboarding.

On the other hand, if I create the document without requesting a signature and then request the signature after the document is created, I am able to find the employee even if they are still in the “onboarding” status.

Did I just discover a system bug, or is this behavior intentional?

Thanks!

Hi ​@Gianluca,

I would suggest you create a support request via Help & Feedback.

Help & Feedback > Browse for help > Contact us

Be aware that only Account Owners can contact our Support team. In case you are not registered as such, please contact your colleagues in the role, or add this information to your account. You can find out how here.

I wish you a lovely day!

Best,

Steffi

Ciao ​@Steffi M. and thank you!
I will send a support request!