Employee User - Contract Review Task

The Employee User Contract Review Task article provides a step-by-step guide for users responsible for reviewing employee contracts. It outlines the key actions and procedures needed to complete the review process accurately and efficiently.

Follow these steps to complete the Employee User Contract Review Task process:

1. You can access all tasks by clicking Show All or Go To My Tasks at the bottom of your task list in the workspace, or by selecting My Tasks from the profile menu.
2. Click the desired Contract Reviewer task from My Assignments. The contract task details will appear, allowing you to review and complete the process.
3. On the Contract Details page, users can add information to several key sections to ensure a thorough and well-documented contract review.
4. Below are the optional sections where additional details can be entered:
   • Contract Details: Add or update key information related to the contract, such as third party, contract type, contract number, dates, and other relevant details.
   • Revision History: Record any changes made to the contract, including what was revised, when it occurred, and who reviewed the updates.
   • Content Approvers: Identify the individuals responsible for reviewing and approving specific sections of the contract to ensure all required approvals are documented.
   • Status Updates: Track the current status of the contract, note progress or pending actions, and send messages to related stakeholders directly from this section.
   • Note: Review all sections carefully to ensure completeness and accuracy before finalizing the contract review process.
5. Click the desired Contract Title to open the document for review. This action will launch the Document Editor, allowing you to conduct a detailed review. 
   • Carefully review the entire document and use the toolbar to add comments or notes where needed.

   • Note: The reviewer must enable Track Changes by selecting the corresponding icon in the toolbar before making any edits or modifications to the document.

     

   • The user can edit the entire document using the toolbar and available formatting tools, including making updates to the header and footer if needed.

     

   • After completing all modifications, click Save & Exit to save the changes and return to the Contract Details page.
6. Click Complete Review to open the Document Review window.
7. Enter your comments in the Comments box and attach any related documents, if applicable.
   
8. Once all required and optional fields are completed, you can choose one of the following options:
   • Click Save to save your progress and return later to complete the task.
   • Click Save and Complete to finalize and submit the contract review task.

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