Assigning a Responsible Person to a Contract
When you need to assign which employee from your company is responsible for a contract or who signed it, you can use employee assignment to indicate who signed it.
- Therefore, it is useful to link the contract records to the employee records, where you can then view, for each individual employee, which contracts they are associated with.
- This can be especially useful in situations where an employee is leaving and you need to know what needs to be checked and how to best hand over their work.
- The employee will see all the contracts they are responsible for in their self-service portal.
How to Assign a Responsible Person to a Contract
- Open the Contracts Registry
- Select a specific contract
- Use the digital assignment feature to assign the responsible person
- Another option is to assign using a relationship link