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  3. How To Add a Staff Contract and Role

How To Add a Staff Contract and Role

Note: All pages below are subject to having relevant Roles and Permissions.

Access: The minimum permissions required to access the Staff Contracts is found in the Framework>Staff Module of Config>Setup>Roles & Permissions.

Contracts

It is not possible to amend the Contract Start Date or Contract Type once entered. You will need to make a note of the Role and Pay information and any other items defined in the Contract and then delete the incorrect record. You will then be able to create the Contract with the correct information

Staff Contract Information is particularly in important when running a School Workforce Census9SWF) . See here for Bromcom SWF guidance

From the left Menu go to Staff.

Staff List Page

Highlight the Staff member, more than one can be selected and click on the View button.

From the options on the left select Contracts.

Contracts

Click on the blue + top right to add a new entry.

Contract Information

All fields marked * are mandatory. 

  • Start Date – This will default to today, change if required
  • Contract Type – Select from the dropdown list
  • Post – Select from the dropdown list
  • Post (SWF) – Select the appropriate post for the member of staff for return in the School Workforce Census. If the staff member is not to be included in the Census, then ensure that the Do not include in Census box is ticked.

When completed click the Save button.

Once saved you can work your way across the other tabs displayed at the top, Roles, Pay, Payroll information, Suspensions and Working Hours.

Select the tab for Roles, then select the Click to Add New Role to create a new Role.

Roles show under the Staff Type in the Staff List Page

Select the required Role from the dropdown list and add a Start Date (and End Date if temporary), then click Save.

Roles

The Role will now display as Active.

Active Role

Select the tab for Pay, then select the Click to Add New Pay to create new Pay Details.

Select the required options from the dropdown lists and add a Start Date (and End Date if temporary), then click Save.

Pay

The Pay information will now display as Active.

Select the tab for Payroll Information, select the required options from the dropdown lists and add a Post Offered Date and Post Accepted Date, then click Save.

Payroll Information

If during the course of employment there are any Suspensions to the Contract, these can be added here. Select the Click to Add New Suspensions. Add a Start Date, End Date and any Notes then click Save.

Suspensions

Click on the Working Hours tab to add the Hours that will be worked for this Contract. Add the Start and End Times and click Save.

Working Hours

If you return to the Staff Details page you will see the Contract is now added.

There is also a Delete icon and a Copy icon, allowing an existing Role to be Deleted or Copied and updated.

Selecting a Contract and Delete will give a Confirmation Message, Cancel or Proceed.

Remove a contract

Selecting the Copy option will allow the selected Contract and its information to be Copied into a new one. An End Date will be given to the Contract being Copied, this will be one day before the Copied Contract Start Date.

Updated on February 10, 2023

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