This article explains how clients can create and save customized employment agreement templates for direct employees, as well as for Independent Contractors.
Clients can paste their own text into our editor and add custom variables to the Employee Agreement (EA). These variables will be auto-filled when clients select their EA template in the future and create a new contract for their workers.
How to Create a Custom Employee Agreement Template
✅ Step 1 - Go to the Agreement Templates tab
From the homepage, select the People icon followed by the Documents tab, and click the Agreement Template option.
✅ Step 2 - Select the Document type
Click View for the desired worker type. Please ensure to select the correct worker type, as the variable options and final document will depend on that choice.
✅ Step 3 - Click Create Document
New direct employees can still complete their onboarding before they upload the requested custom documents.
✅ Step 4 – Create the agreement template
Clients will be asked to:
- Name the template
- Tag the document (optional)
- Select countries (all or specific countries/regions)
- Choose the template type (select an existing template or create a new one)
✅ Step 5 – Add customized variables
By clicking Create Template, clients can include dozens of customizable variables in the new Employee Agreement template.
Variables include job title, seniority, start date, annual salary, annual vacation days policy, vacation accrual start date, and many more.
Click to add a placeholder, and it will appear where the cursor was placed in the editor.
These variables will be auto-filled when the client selects this template to create an employee contract, using the information provided for the new employee.
Click Save to save updates to the template. Then click Continue when finished.
✅ Step 7 – Select Custom EA during contract creation
The agreement template has been successfully created!
Clients can view their templates in the Documents tab, under the People icon, and select the Agreement Templates tab.
This template can now be used to hire new workers during the Compliance step in the contract creation flow.
Select the custom agreement that will be used for the new worker.