Get started with the Agreements module: Overview of the full process

Follow the full process in the Agreements module, from setup to a signed agreement.

Audience

System administrator

Follow the full agreement workflow in Simployer Classic

1. Set up roles → See “Roles and access control in the Agreements module.”
2. Create and configure templates → See “Create, edit, and manage agreement templates.”
3. Create an agreement for an employee → See “Create an agreement for an employee.”
4. Approve the agreement → See “Approve an agreement.”
5. Sign the agreement → See “Sign an agreement and troubleshoot signing.”
6. Follow up in the Dashboard → See “Use the Dashboard in the Agreements module.”
7. Understand notifications → See “Notifications in the Agreements module.”

The agreement workflow in Simployer Classic ensures that the correct people have access, templates are ready, and agreements are created correctly, approved, signed, and archived automatically.