Contracts

This folder is used to define the contract in SARALWEB WFM. Mainly defined in contractor account, this folder defines the deliverables for the contractor and forms the basis of the relationship between Principal employer and contractor. To create a new contract, please follow the below mentioned steps

• Once you have logged into your SARALWEB admin account, select
  Contracts folder. The Contract folder will open on your
  screen. Previously defined contracts will be listed on your screen
• You will see Actions button on the top left hand side. Click on it
  and you will find two options namely Create Contracts and
  Delete Contracts
• As the name suggest, Create Contracts is used to create a
  department for the organisation and Delete Contracts is used to
  delete the previously created contract.

Creating a new Contract

• Click on Actions and select Create Contracts . A create
  Contract tab open up on the your screen

• Fill in the following details

  • Name - Fill in the name of the contract
  • Code - Fill in the code provided to the contract. Please note that this code will be used in the system, to refer to the respective contract.

  Customer Details

  • Contracts Partner - Select the name of the principal employer, for whom the contract is being prepared. If you do not see, the name of the principal employer, please check your partners folder.
  • Branch Id - Fill in the branch ID for the principal employer. The branch ID comes in handy, when an organisation is offering its services to various branches/locations of principal employers.

  Contract Details

  • Contract Period - Click on the Contract Period section and calendar will open on your screen. Select the dates from which the contract will be applicable to the date till which the contract will be applicable.

  • Quotation ID - If this contract is being made against the quotation that was submitted to the principal employer, then it is suggested that you mention the quotation Id, in order to ensure that all that was quoted to the customer is being delivered.

  • Work Order No - Enter the work order number against which the contract is being created.

  • Work Order Date - Click on the work order date field. A calendar will open on your screen. Select the date of work order against which the contract is being created

  • Contract Type - Select the contract type from the options available in drop down menu. There are two types of contracts:

    • Job Based - When a contract is awarded for the completion of job such as loading, painting and tank cleaning
    • Attendance Based - When a contract is awarded for manual work that requires the contractor to send contracted workers, to the principal employers premises and the principal employer reimburses on
      the basis of this attendance. When you select Attendance Based option, you would see following fields added on your screen
      • Contracts Sub Type - Select between the Standard Cost or Cost Plus using the drop down menu
      • Contracts Invoice Calculation Type- Select between Wage Based or Daily Rate Based using the drop down menu
  • • Nature of Work* - Select the nature of the work that is to be done under the contract being created.

  • Start payroll on- Select between the first day of the current month or any other day of the month. If you select any other day of the month, a field date of previous month adds up to the screen, which can be used to select the day on which the payroll cycle initiates.
    -Payroll Days Policy- Select the Payroll days policy using the drop down menu from the following options

    • Days of Month - Considers all days of the month as working days
    • Days of Month except weekly rest days and holidays - Considers the days left after removing the weekly rest days and holidays as working days
    • Days of Month except four weekly rest days and holidays - Considers the days left after removing four weekly rest days (usually Sundays) and holidays as working days
    • Days of Month except weekly rest days - Considers all days as working days except the weekly rest days defined in allocation.
    • Flat number of payroll days - Considers a flat number of days as working days irresepective of the rest days and holidays
    • Days of month except four rest days - Considers all days as working days except four weekly rest days defined in allocation.
      -Attendance Policy- Select the attendance marking policy, from the following available options, using the drop down menu
    • Absent Unless Marked Present - Used when the employee is considered absent unless they have marked thier attendance
    • Present Unless Marked Absent - Used when the employee is considered present unless they have been marked absent
      -Allocation Approval Required - If selected, it would require the principal employer to approve the allocation of contracted employees.
      -Service charge on total - In case the service charge is added on the total of the payroll value, this option must be selected. When selected, you will get a field on the screen to add the service charge rate that will be added on the total amount.
      -Add Employer Statutory Contribution and Benefits in Invoice - If selected, the invoice generated for the specific contract will contain the benefits and statutory contributions done by the contractor to the contracted employees for reimbursement from the principal employer

  Invoice GSTIN Details

  • Click on the + icon in front of the Invoice GSTIN details.

  

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  • A row will open under the Invoice GSTIn Details. Add in the site of service under Contracts PE GSTIN SITES and the GSTIN number under Contracts Local GSTIN Sites
  • In order you wish to add more than one row, repeat the above two steps.

  License (CLRA)

  • Click on the + icon in front of the License(CLRA)

  

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  • A row will open up. Fill in the following details as per the contractor's CLRA license.

    • Document Name
    • Document ID
    • Maximum Employee
    • Document Valid From
    • Document Vaid Upto
    • Contracts Document Attached

  Contracts Items (Job Based)

  To be defined in case of job based contracts.

  • Click on the + icon in front of the Contract Items (Job Based)

  

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  • A row will open up. Fill in the following details

    • Sites - Select from the drop down list
    • Designations - Select the designations that would be providing the services
    • UOM - Define the unit of measurement
    • Qty - Define the total quantity to be delivered
    • Rate(per UOM) - Define the rate for per unit. This would be used while generating the Invoice
    • Amount - Total amount of the contract

  Contract Items (Others)

  • Click on the + icon in front of the Contract Items (Job Based)

  

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  • A row will open up. Fill in the following details

    • Sites - Select from the drop down list
    • Designation - Select the designations that would be providing the services
    • UOM - Define the unit of measurement
    • Qty -Define the total quantity to be delivered
    • Rate- Define the rate for the contract
    • Amount - Total amount of the contract

  Policies

  • Click on the + icon in front of the Contract Items (Job Based)

  

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  • Select the following using drop down menu

    • Contracts Policy Name
    • Contracts Policy Expiry date

  • Once you have filled in the details, click on the create contracts button on the top right hand corner. The contract will be created.

Please note, among the above mentioned fields,only the field with "*" are mandatory