Add agreement

Important: this article is intended for Endalia users with the Administrator profile.

Collective agreements regulate the working conditions of your organization's employees. With the new version of the module, you can download any agreement from the Endalia catalog and adapt it to your instance in a few steps.

In this article

• Where to find the Agreements module
• How to add an agreement
• Frequently Asked Questions

Where to find the Agreements module

From now on, the Agreements module is no longer located under Payroll. Access via Settings → People and positions → Agreements.

Note: all the agreements you had configured previously have been migrated automatically. You can continue processing payroll as usual.

How to add an agreement

The process of adding an agreement is divided into four steps: select the agreement, choose the versions, link categories, and link concepts.

Step 1. Search for the agreement

1. In the list of agreements, click Add agreement.
2. In the search field, enter the code or the official name of the agreement. We recommend searching by code to find it faster.
3. Select the agreement from the results list.

Step 2. Select the versions

Once you have selected the agreement, you will see the available versions with their validity periods and their status (Current or Future). Check the versions you need to import. You can select them all or only those applicable to your organization.

Click Next to continue.

Step 3. Link the categories

In this step, you relate the official categories from the agreement to those you have created in your instance.

• Each official category of the agreement appears on the left. On the right, select the corresponding category from your instance.
• You can link several of your own categories to the same agreement category.
• If you leave a category unlinked, the system will automatically create it in the module's parameters.
• You only need to do this linking once: it will be retained in future updates to the agreement.

Click Next to continue.

Step 4. Link the concepts

In this step, you match the concepts in the agreement's salary table with the concepts in your instance.

• Unlike categories, all concepts are mandatory: you will not be able to continue if any are left unlinked.
• Use the search tool to quickly locate the corresponding concept.

Step 5. Review and confirm

Before finishing, review the version and link summary. You can use View details to check or correct any link. When everything is correct, click Add agreement.

Frequently Asked Questions

Can I add the same agreement twice?
No. Each agreement can only be downloaded once in the instance. If you need different configurations for the same agreement, you can do so using the categories and extra pays, without duplicating it.

Can I modify the category link after adding the agreement?
Yes. You can edit the link at any time from the agreement profile.

What happens when a new version of the agreement is released?
The linking of categories and concepts that you configured the first time will remain. You only need to download the new version from the list.