How do I add my own employment agreement templates?

"How do I add my own employment agreement templates?"

By default, 1st Money already includes a few general purpose employment agreement templates. But you can always add your own to match your exact needs.

To add your own employment agreement template:

1. First, tap: "Menu", "Docs ... all", then "New doc"
2. Then tap: "New doc"
3. Once it slides out on the right, type in the document name as the type of employment agreement you'd like.
4. Next, to set it as an agreement, open the bottom menu:
5. Then scroll down and tap: Agreement document
6. Once you've entered your document name, and set it as an agreement, a useful way to create the agreement body is to tap the round "Copy for AI" button (at the top)
7. Then copy the AI prompt and go to your preferred AI site, like ChatGPT, and paste what's copied.
8. Feel free to type in more info to tell ChatGPT more about what you want.
9. But keep the note about "markdown format" on the end.
10. Once ChatGPT's generated your doc body, tap: Copy
11. And then back in 1st Money, paste it into the doc body.
12. Now, be sure to review the text and make changes so it's suitable from your employment situation.
13. As you make changes, you'll see it instantly update the preview on the right.
14. Then optionally, tap the image circle and set the doc's colour and image.
15. Next, to make it available to your whole team, tap Me only, and set it to: Everyone
16. And finally, tap: Save and: Close

To send your new agreement template to an employee:

1. First, select the person who you're sending the agreement doc to, on: "Menu", then "People"
2. Then tap: "Docs", then "Agreement"
3. And select your newly added "Agreement doc" from the list.
4. To see a full preview of your new doc, tap the "View" button:
5. The preview shows you exactly how the text is customised for the person.
6. Once you've selected the agreement doc, you'll see the agreement start and end date boxes appear.
7. Setting the start date's required. In some cases, you can tap: Set to today
8. Then to send the agreement doc to the person, tap: Get agreement sigs
9. And, once it slides out on the right, after a final review, tap Get it signed by, and then: I accept & electronically sign
10. And finally, you'll see the agreement doc status change to: "Awaiting response"

To learn more:

• About how it looks for the person to receive and sign their agreement doc, watch the video on: Agreement doc setup
• About tracking which of your people have an up-to-date and signed agreement doc, watch the video on: Managing agreement docs
• To learn more about seeing all of a person's signed agreement docs, watch the video on: Docs history

If a feature's not showing:

• If "Docs" isn't showing in the menu, it means your org hasn't turned on the docs feature yet.
• To turn on the docs feature, watch the video on: Turning on HR Docs

And that's it! That's everything you need to know about adding your own employment agreement templates!