Once you have reviewed the offer and are ready to proceed, it's time to prepare to send the contract. This is a legally binding document that outlines the terms and conditions of employment for the candidate. Go to Actions and Send Contract.

When you select Send Contract a new modal opens for you. If this is your first time, you will not have existing Contract templates available. You'll select Upload New and choose a template from your work computer.

When you have uploaded a new contract as a template from your computer, this opens the edit screen where you can insert macros to pre-populate data before sending this to your successful applicant.

Once you've added the macros to your template, select Save and Continue to move on to the next step of finalising your Contract before sending it to the candidate.

Otherwise, if you need to pause and come back to this, select Save Draft and you can come back to this contract template and resume the process at any time.

You've now progressed to the next step, here is where you can finalise the Contract of Employment before sending it to the applicant.

You will see the template from the previous step has come through and those macros has populated your candidates information.

In Manage Recipients, you can add multiple signature fields. Ie. the candidate to receive and sign first and then send to the secondary person being the employee Manager.

You also can CC in another person ie. HR Manager if needed and they will receive a copy when all parties have agreed and signed.

Once your Recipients are configured, you can add additional fields to be completed by those recipients like a Signature field, Date and Time, Text field can be used to capture name etc.

You've finalised your document and added in the additional fields ready to send your Contract to the Applicant. Now you can select Invite to Sign the document.

This action opens the send invite modal where you must Customise Message that recipients will receive.

Here, you will add in your email Subject line and body of the email the applicant receives.

Follow the same steps for any additional recipients like managers that you've added.

When complete, Send invite to first recipient. You will receive a success message on screen and be taken back to the Workinitiatives applicants screen.

At the end, both parties (including any CC's if they were added) upon signing will receive a copy via email and your candidate will show as Hired in Workinitiatives.

Congratulations! You have successfully completed the hiring process and can now move forward with onboarding the new employee.