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Contract Presentment

Gabrielle Singh Cadieux edited this page Aug 24, 2017 · 8 revisions

Control Panel View

Users: Karen/Hr-Admin

Actions

  • login to view
  • send contracts
  • send nag emails (email in batch)
  • modify sessional pay
  • withdraw applicant
  • update DDAH status and HRIS status
  • print contract
  • view student number, first/last name, email, position, hours
  • all or none display (should have option to view all the applicants)
  • ability to view offers from previous sessions
  • search by student number functionality
  • ability to select all contracts to print by batch or email by batch
  • filtering functionality

Restrictions HR-Admin cannot send contracts to applicants, this action should be deactivated.

Status Levels

Status: represents what state the contract is in

  • unsent: the contract has not been sent to the applicant
  • withdrawn: Karen or HR-Admin deem the applicant is not applicable for the position
  • pending: the contract has been sent to the applicant
  • rejected: the applicant has rejected/declined the offer
  • accepted: the contract has been signed

DDAH: represents the state DDAH (The Declaration of Duties and Allocation of Hours) form

  • accepted: Karen has approved the form?
  • pending: Waiting for Karen's review
  • signed: Karen/HR-Admin? has signed off on the form (Further clarify with Karen what the different states of this form are)

HRIS: the state of the manual process

  • printed: the contract, office-only form and any other relevant data has all been printed
  • processed: the contract, office-only form any other relevant data has been processed through HR-Admin

HRIS Control Panel

Users: Hr-Admin Staff

Actions:

  • login to view
  • view applicant information (first/last name, student number, email, the different statuses)
  • print contracts & office-only forms
  • filtering functionality

Restrictions:

  • cannot modify/perform any actions

Contract View

Users: Applicants

Actions

  • login to view contract (SHIB)
  • View contract only (not the office-only form)
  • Electronically sign contract
  • Display success screen

Restrictions

  • once the contract has been signed either:
    • erase the link in the database (rendering them unable to view their contract again)
    • disable resigning the contract again (they can view their contract again)
    • send them a pdf version of their contract just for file-keeping (they get a copy of their contract) (Best to discuss with Lisa and Karen what the right action is)

DDAH View [... more to come ...]

Users: Instructors

Actions

  • login to view
  • fill out DDAH form (More to come, talk to Karen)

Restrictions

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