Agiloft
Variable Pay - Employee Contract
Variable Pay Below 3 fields added and made visible for Employee Contract. Frequency field is defaulted to Per Annum Tags to be used in Contract template Bonus Amount - $bonus_amount. Bonus Amount Frequency - $bonus_amount_frequency. Bonus Amount ...
Termination for Evergreen contract
Termination for Evergreen contract A new field ‘Termination for Evergreen Contract’ has been added to all contract records when the Renewal Type is “Evergreen’. It’s Defaulted to ‘No’ and if changed to ‘Yes’ then the field with pop up to enter the ...
Fixed Term Employment Justification
Fixed Term Employment Justification Added the new free text field – ‘Fixed term Justification’ to be visible for Employment Contract that has Renewal Type other than Evergreen. Tag to be used in Contract template: $fixed_term_justification
End Client Fields for Employment Contract
End Client Information New heading – ‘End Client Information’ and new field – ‘End Client Entry’ has been added for Employment Contract. This option is enabled for Contract Manager (Power User) to update the fields in Contract record basis the notes ...
Bill Rate, XML markup and Assignee full name - For SOW and Assignment agreement
Below additional fields related to Bill Rate, XML markup and Assignee full name available to power user and end user screens for the Contract Type – Statement of Work and Assignment Agreement (Client). Fields and tags to be used in Contract Bill Rate ...
Assignment Details - Home-Based field
In Contract record under Assignment Details added new field ‘Home-based’ – Yes/No: Default value set to ‘No’ Home-based - ‘No’ means it should have the Assignment location field updated if working at client site else change Home-based to ‘Yes’. ...
How To Add Candidate Details To Agiloft
Creating a New Candidate in Agiloft and Job Diva TWO SYSTEM OF RECORDS – JOBDIVA AND AGILOFT/CLM JobDiva (JD) – This is the platform where we record the overall Onboarding Data/Documents for Candidates. Agiloft/CLM – This is the platform where the ...
Agiloft - Importing New Employee Details
Steps to Import New Employee Details To start with upload -> Go to -> People -> Actions -> Import The Import tab – will take to this page. The first field needs to be ticked and then click next File Name - Choose the Data source file and click ...
Importing Individual Contractors Details
How to Import Individual Contractor’s Details Please see attached a step by step guide on how to import the details of individual contractors on Agiloft. Comments N/A
Full Manual for Agiloft Portal
Manual for Agiloft Please see attached the full manual for using the Agiloft portal. Comments N/A
New contract request - internal
XML Contract Request / Internal Updated: April 2022 Go form / Internal Please click on next to start the new contract request process. What you will need for this process New Contract Request form First, click the link for the contract request form. ...
Agiloft - How to mass replace the current Internal Contract Owner with new Owner
Agiloft - How to mass replace Internal Contract Owner and transfer all the documents they own to a new person The field Internal Contract Owner, you need to search for all the records where Internal Contract Owner = the employee that’s left, then ...