Contract Amendments

Overview

Contract amendments let you apply effective-dated changes to an employee’s terms (pay, hours, days, role, working pattern, time-off policy) while preserving history. Apps like rotas and holiday calculations use the effective date to apply the right working pattern and pro‑rata allowances for overlapping periods.

When to use

• Salary or hourly rate changes (mid-year or backdated).
• Contracted hours/days changes that affect scheduling and timesheets.
• Role changes that drive different pay or patterns.
• Working pattern changes that must take effect on a specific date.
• Time-off policy changes that recalc entitlement from the effective date.

Create a contract amendment

1. Go to Employee Management → Employee Directory, search the employee, open their record.
2. Click Add Contract (or New Contract / Contract Amendment).

3. Set Effective Date — this drives which pattern/pay applies for each period.
4. Choose Type: keep New Contract for initial hire; pick Contract Amendment for changes.
5. Toggle what’s changing:
   • Pay Change → pick new pay type and rate.
   • Contracted Hours Change → enter new weekly hours and days.
   • Role Change → select the new role.
   • Working Pattern → select new pattern.
   • Time Off Policy → select new policy.
6. Add an Amendment Reason (what/why/when).
7. Review the Current Contractual Details panel (right) to see the existing values.
8. Click Submit. The history is stored; future-dated entries will apply from their effective date.

How it’s used downstream

• Rotas/Timesheets: pulls the working pattern that covers the date of the shift or timesheet, handling overlaps cleanly.
• Leave: applies the time-off policy that is active on the request date; pro‑rata allowances follow the effective date.
• Payroll: uses the pay rate and contracted hours/days that are effective for the payroll period.

Good practice

• Use one amendment per effective date; avoid stacking overlapping changes on the same date.
• Enter clear reasons so audits show what changed and why.
• Double-check working pattern and policy selections before submitting—these drive allowance and scheduling changes.

Related Topics

• Employee Management Overview - Core concepts
• Managing Records - Update employee information
• Updating Working Patterns - Update working patterns during onboarding vs. contractual changes
• Document Management - Store employee documents
• Adding Employees - Create new employee records

Next Steps

After setting up contracts:

• Add employee documents like certifications
• Update employment information to match contract