Contract Review Management
- Track Employee Reviews and Due Dates
For employers with staff who have occasional or regular reviews or who are working on Fixed Term contracts or have been employed with a 90 Day Review clause in their contract, keeping track of these review dates, what happened during the review, and the frequency of the review is critical to ensure the employee has a current and relevant contract.
From the "Human Resources" page, select "Contract Review" from the list of available modules. If "Contract Review" is not showing, see "How to enable the HR Management Module" to find out how to enable this module.
Ensure you have selected the correct employee. Select "Add".
A new menu will open. Add the relevant data in relation to the module and what you are wanting to track as follows:
Review Date: Enter the date the contract is due to be reviewed.
Review By: Enter the name of the person who is to do the review.
Outcome of Review: Use this field to enter information about the review you wish to do and the outcome of the review.
Review Frequency: Enter the number of months for how often the Contract review should take place.
Reminder Date: Enter the date you or a manager needs to be reminded to follow up on this.
Reminder Recipient: This reminder will pop up when the user first logs into Crystal Payroll.
Active: By default this will be ticked. This indicates the record is still active and the pop-up reminder will still open. If the record is historical and is being kept for information purposes, you may untick it.
