How can I personalise employee contracts and manage employee groups in Atlas?
Personalising a contract
Open the contract template you want to personalise.
Click Personalise and fill in the employee-specific details in the required fields.
Click Add employees to group. Employees must be added one at a time.
Once personalised and the group is set, distribute the contract.
Employees not appearing when personalising or distributing?
Check their employee record has both a Site and Employment Type set, and that these match what you selected during personalisation or distribution.
If they're not assigned to a department, go to Main Menu > Company > Departments, create a department, assign the relevant employees, then return to contract personalisation and search again.
"No employees available" when uploading a document in Appraisal & Reviews?
Go to Main Menu > Company > Site Groups.
Turn off the relevant Site Groups toggle.
Log out and log back in to refresh your session.
Retry the upload in the Documents area.
Worker agreement list not populating?
For worker agreements, make sure employees are added to the relevant group during the Personalise flow. If the list still doesn't populate, check Company > Site Groups — Site Groups should remain switched off for this to work correctly.
Only seeing "Distribute," not "Edit" or "Personalise"?
Go to Dashboard > Contract Personalisation > Update to edit and personalise the contract before distributing it.
How contract distribution works
A contract is only sent to the person it's assigned and personalised for.
Bulk Distribute does not send one contract to everyone — it sends individual contracts only to employees whose personalisation has already been completed.
Editing a contract that's already personalised
For example, if you need to change contracted hours:
Go to My Area > Documents > Personalised Contracts.
Find the employee's contract, then select Actions > Update.
To edit text: highlight the coloured field, delete the existing value, place your cursor next to the preceding text, press space, and type the new content.
Click Update for each area you edit.
Click SAVE at the bottom of the screen to save all changes.
Tips for managing employee groups
Make sure employee details are accurate before adding them to a group.
Always assign a Site and Employment Type to each employee's record — contracts can't be personalised without this.
A contract must be personalised for each employee before it can be distributed.
Keep Site Groups switched off unless your organisation specifically needs it enabled.
FAQs
Employees still don't appear after following these steps? Double-check their records match the criteria you selected, then contact your system administrator.
Can I customise a worker agreement for a specific scenario? Yes — submit an amendment request through your HR documents channel.