How to change contracts in Sanoplan

To change an employee’s employment contract, for example the termination date, vacation days or weekly working hours, please follow these steps:

1. Avoid clicking the right button as this will delete all of the employee’s data.
2. Enter the contract change date: In the End column, enter the new contract end date and press Enter.
3. Follow the program’s instructions: The program will guide you through the necessary steps.

• Future shifts and vacations: If any are scheduled, the program will ask if you want to remove them. If the contract doesn’t end, they should generally remain. In this case, select “No.”
• Contract end date in the future: If the end date of the contract is in the future, it will automatically end 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; the employee’s name will remain unchanged. The old contract will be marked with the date of the contract change. To view old contracts, click the funnel icon above the name.
• Time tracking: Changing 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 end date, and a new one with only the name visible. This is critical for accurate absence calculations, as absences from the old and new contracts must be combined.

Tip: You can switch the visibility of new and old contracts at any time using the funnel symbol above the name.

Try Sanoplan for free