There are some pre-requisites you have to do to ensure a smooth contracts usage.


Pre-requisite for migrating from Job Openings to Contracts


  1. Custom Fields
        Replicate Job Opening Custom Fields to Contract Custom Fields

  2. Agreements
        Replicate Job Opening Agreements(ICA,NDA,MSA or SOWs) as Contract Type Agreements


  3. Workflows
    -     Replicate Onboarding Workflows
    - Replicate SOW/Task Assignment Workflows



This is it for the pre-requisites before you start creating and configuring the required Contract templates you can find here.


Support/Resources


Have questions about the pre-requisites to start using contracts?


Click the Support button in the bottom left to contact our amazing Support team or reach out to support@worksuite.com