How to Modify Contracts in Sanoplan
To change an employee’s contract, such as their termination date, vacation days, or weekly working hours, please follow these steps:
- Avoid clicking the right button, as this will delete all of the employee’s data.
- Enter the contract change date: In the “End” column, input the new contract end date and press Enter.
- Follow the program’s instructions: The program will guide you through the necessary steps.
- Future shifts and vacations: If there are any scheduled, the program will ask if you want to remove them. Generally, if the contract isn’t ending, these should remain. In this case, select “No.”
- Contract expiration in the future: If the contract’s end date is in the future, it will automatically terminate on that date.
- Past contract changes: If the change occurred in the past (e.g., yesterday), you will be asked if you want to create a new follow-up contract for the employee. If you only want to adjust the number of hours and leave the rest unchanged, select “Yes”. A new follow-up contract will be automatically generated, and the employee’s name will remain unchanged. The old contract will be marked with the contract change date. To view old contracts, click the funnel symbol above the name.
- Time tracking: Modifying a contract will automatically reset time tracking, as vacation and overtime calculations may need to be recalculated.
Important Note: When viewing absence reports after a contract change, two contracts will be displayed for the employee: an old one, marked with the contract’s end date, and a new one, where only the name is visible. This is crucial for accurate absence calculations, as both old and new contract absences must be combined.
Tip: You can always toggle the visibility of new and old contracts using the funnel symbol above the name.