{"id":4048,"date":"2023-10-16T10:26:36","date_gmt":"2023-10-16T10:26:36","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4048"},"modified":"2026-06-17T12:15:41","modified_gmt":"2026-06-17T12:15:41","password":"","slug":"managing-assignments-surveys","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/managing-assignments-surveys\/","title":{"rendered":"Preparing Contracts Documents and Qualifications\u00a0\u00a0"},"content":{"rendered":"

The Preparing Contracts Documents and Qualifications tab under the Basic Data Settings page allows administrators to define, manage, and standardize core personnel parameters related to employee qualifications, institutional training types, official corporate evaluation rules, and operational contract constraints. Through this page, system parameters can be structuralized according to company policies and legal requirements.  <\/p>\n\n\n\n

This page serves as a centralized configuration hub to ensure the HR system operates efficiently and aligns with the organization’s policies and operational needs.  <\/p>\n\n\n\n

To access this page, follow these steps:  <\/p>\n\n\n\n

    \n
  1. From\u00a0Human\u00a0Resources\u00a0page.\u00a0\u00a0<\/li>\n<\/ol>\n\n\n\n
      \n
    1. Click\u00a0System Setting.\u00a0<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Select\u00a0Basic Data Settings.\u00a0<\/li>\n<\/ol>\n\n\n\n
          \n
        1. Click\u00a0Preparing Contracts Documents\u00a0And\u00a0Qualifications\u00a0from the top master tabs.\u00a0<\/li>\n<\/ol>\n\n\n\n

          Managing the 8 Tabs <\/h4>\n\n\n\n

          This section is organized into 8 secondary sub-tabs. Each tab contains a dedicated data grid displaying existing configurations, along with control utilities and row action shortcuts. <\/p>\n\n\n\n

          Common Actions for All Tabs<\/em> <\/h5>\n\n\n\n
            \n
          • Add a New Record:\u00a0Click the green\u00a0+ Add\u00a0button at the top left to open a pop-up modal. Input the required values, then click\u00a0Save.\u00a0<\/li>\n<\/ul>\n\n\n\n
              \n
            • Export to Excel:\u00a0Click the green\u00a0Excel icon\u00a0at the top right of the data panel to download the visible records directly into an\u00a0.xlsx\u00a0file sheet.\u00a0<\/li>\n<\/ul>\n\n\n\n
                \n
              • Export to PDF:\u00a0Click\u00a0the green\u00a0PDF icon\u00a0adjacent to\u00a0the search input box to generate a clean, printable document\u00a0containing\u00a0active table rows.\u00a0<\/li>\n<\/ul>\n\n\n\n
                  \n
                • Show\/Hide Columns:\u00a0Click the green\u00a0Database\/Eye icon\u00a0to open a field layout selection menu where checking or unchecking fields dynamically\u00a0changes\u00a0table column visibility.\u00a0<\/li>\n<\/ul>\n\n\n\n
                    \n
                  • Clear Filter:\u00a0Click the\u00a0Create Filter \/ Clear Filter\u00a0link found at the bottom left of the grid view to drop active column queries and reset data parameters back to default.\u00a0<\/li>\n<\/ul>\n\n\n\n
                      \n
                    • Edit a Record:\u00a0Click the blue\u00a0Edit (pencil)\u00a0icon on the far right of any specific row to alter its fields.\u00a0<\/li>\n<\/ul>\n\n\n\n
                        \n
                      • Delete a Record:\u00a0Click the red\u00a0Delete (trash bin)\u00a0icon on the far right of a row to wipe that record permanently from the system database.\u00a0<\/li>\n<\/ul>\n\n\n\n

                        1. Contract Type <\/h4>\n\n\n\n

                        This tab indexes and defines the legal templates and structural classification frameworks available for employment agreements. <\/p>\n\n\n\n

                          \n
                        • Table Overview:\u00a0Displays all active hiring and contracting classifications used to\u00a0establish\u00a0legal profiles.\u00a0<\/li>\n<\/ul>\n\n\n\n
                            \n
                          • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                              \n
                            • Field Name\u00a0In\u00a0Arabic (Contract Type):\u00a0Displays the contract format label in Arabic (e.g.,\u00a0\u0645\u062d\u062f\u062f \u0627\u0644\u0645\u062f\u0629,\u00a0\u063a\u064a\u0631 \u0645\u062d\u062f\u062f \u0627\u0644\u0645\u062f\u0629,\u00a0\u0639\u0642\u062f \u0639\u0645\u0644).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                \n
                              • Field Name\u00a0In\u00a0English (Contract Type):\u00a0Displays the corresponding contract format label in English (e.g.,\u00a0service contract,\u00a0Contract).\u00a0<\/li>\n<\/ul>\n\n\n\n

                                2. The University <\/h4>\n\n\n\n

                                This tab catalogues standard regional and global higher education institutions linked to professional employee profile backgrounds. <\/p>\n\n\n\n

                                  \n
                                • Table Overview:\u00a0Displays the structural directory of accredited universities available for recruitment screening.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                    \n
                                  • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                                      \n
                                    • Field Name\u00a0In\u00a0Arabic (The University):\u00a0Displays the university name in Arabic (e.g.,\u00a0\u062c\u0627\u0645\u0639\u0629 \u0627\u0644\u0642\u0627\u0647\u0631\u0629,\u00a0\u062c\u0627\u0645\u0639\u0629 \u0639\u064a\u0646 \u0634\u0645\u0633,\u00a0\u062c\u0627\u0645\u0639\u0647 \u0627\u0644\u0645\u0644\u0643\u00a0\u0639\u0628\u062f\u0627\u0644\u0639\u0632\u064a\u0632).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                        \n
                                      • Field Name\u00a0In\u00a0English (The University):\u00a0Displays the corresponding university name in English characters.\u00a0<\/li>\n<\/ul>\n\n\n\n

                                        3. Certifications <\/h4>\n\n\n\n

                                        This tab documents academic degrees, formal certificates, and specializations held by employees. <\/p>\n\n\n\n

                                          \n
                                        • Table Overview:\u00a0Lists educational qualifications that dictate employee data classification.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                            \n
                                          • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                                              \n
                                            • Field Name\u00a0In\u00a0Arabic (Certifications):\u00a0Displays the degree title in Arabic (e.g.,\u00a0\u0628\u0643\u0627\u0644\u0648\u0631\u064a\u0648\u0633 \u0647\u0646\u062f\u0633\u0629 \u0642\u0633\u0645 \u0643\u0647\u0631\u0628\u0627\u0621,\u00a0\u0628\u0643\u0627\u0644\u0648\u0631\u064a\u0648\u0633 \u062a\u062c\u0627\u0631\u0629 \u0634\u0639\u0628\u0629 \u0645\u062d\u0627\u0633\u0628\u0629,\u00a0\u0627\u062f\u0627\u0628\u00a0\u0642\u0633\u0645 \u0627\u0644\u0645\u0627\u0646\u064a).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                \n
                                              • Field Name\u00a0In\u00a0English (Certifications):\u00a0Displays the corresponding title in English characters (e.g.,\u00a0BAC,\u00a0BAC T).\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                4. Terms Of The Contract <\/h4>\n\n\n\n

                                                This tab manages specific baseline activation options, legal clauses, and trial conditions bound to employment terms. <\/p>\n\n\n\n

                                                  \n
                                                • Table Overview:\u00a0Tracks renewal conditions, trial configurations, and contract\u00a0expiration\u00a0variables.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                    \n
                                                  • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                      \n
                                                    • Field Name\u00a0In\u00a0Arabic (Terms\u00a0Of\u00a0The\u00a0Contract):\u00a0Displays the term clause in Arabic (e.g.,\u00a0\u062a\u062c\u062f\u064a\u062f \u0627\u0644\u0639\u0642\u062f \u062a\u0644\u0642\u0627\u0626\u064a,\u00a0\u0639\u0642\u062f \u062a\u062c\u0631\u064a\u0628\u064a,\u00a0\u0639\u062f\u0645 \u0627\u0644\u062a\u062c\u062f\u064a\u062f).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                        \n
                                                      • Field Name\u00a0In\u00a0English (Terms\u00a0Of\u00a0The\u00a0Contract):\u00a0Displays the corresponding term clause in English (e.g.,\u00a0never be renewed,\u00a0non renewable).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                          \n
                                                        • Details:\u00a0Displays localized descriptive text explanations defining the operational rules of the clause (e.g.,\u00a0\u062a\u062c\u0631\u0628\u0629,\u00a0\u062a\u0633\u062a,\u00a0\u0639\u062f\u0645 \u062a\u062c\u062f\u064a\u062f \u0627\u0644\u0639\u0642\u062f \u0645\u0646 \u062a\u0644\u0642\u0627\u0621 \u0646\u0641\u0633\u0647).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                            \n
                                                          • Activation:\u00a0Features interactive system toggle buttons labeled\u00a0Active\u00a0or\u00a0Stop\u00a0to dynamically turn specific contract terms on or off.\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                            5. Documents <\/h4>\n\n\n\n

                                                            This tab sets the validation tracking metrics, document categories, and advanced expiration warning parameters for mandatory corporate records. <\/p>\n\n\n\n

                                                              \n
                                                            • Table Overview:\u00a0Catalogs required employee materials, national identifications, and verification files.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                \n
                                                              • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                  \n
                                                                • Field Name\u00a0In\u00a0Arabic (Documents):\u00a0Displays the record name in Arabic (e.g.,\u00a0\u062f\u0648\u0631\u0629 \u062a\u062f\u0631\u064a\u0628\u064a\u0629,\u00a0\u0628\u0637\u0627\u0642\u0647\u00a0\u0634\u062e\u0635\u064a\u0647,\u00a0\u062c\u0648\u0627\u0632 \u0633\u0641\u0631,\u00a0\u0627\u0644\u0641\u064a\u0634 \u0627\u0644\u062c\u0646\u0627\u0626\u064a).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                    \n
                                                                  • Field Name\u00a0In\u00a0English (Documents):\u00a0Displays the record name in English (e.g.,\u00a0national ID,\u00a0Passport,\u00a0employee contract,\u00a0Crime Record).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                      \n
                                                                    • Document Number:\u00a0System code\u00a0indicating\u00a0internal processing orders or identification classes.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                        \n
                                                                      • The Number\u00a0Of\u00a0Alert Days:\u00a0Numeric value\u00a0establishing\u00a0how many days in advance the system fires automated notifications before document expiry (e.g.,\u00a02,\u00a015,\u00a030).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                          \n
                                                                        • Item Type:\u00a0Categorizes records under generic platform system umbrellas (e.g.,\u00a0Certificate,\u00a0Identity,\u00a0Passport Document,\u00a0Contract,\u00a0Other).\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                                          6. Apprisal <\/h4>\n\n\n\n

                                                                          This tab defines performance tiers, operational evaluations, and evaluation parameters linked to jobs. <\/p>\n\n\n\n

                                                                            \n
                                                                          • Table Overview:\u00a0Shows structural review criteria and target scores mapped to employment classes.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                              \n
                                                                            • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                \n
                                                                              • Field Name\u00a0In\u00a0Arabic (Apprisal):\u00a0Displays the evaluation ranking value in Arabic (e.g.,\u00a0\u062c\u064a\u062f \u062c\u062f\u0627,\u00a0\u0627\u0645\u062a\u064a\u0627\u0632,\u00a0\u0645\u0638\u0647\u0631 \u0639\u0627\u0645,\u00a0\u0645\u0645\u062a\u0627\u0632).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                  \n
                                                                                • Field Name\u00a0In\u00a0English (Apprisal):\u00a0Displays the corresponding evaluation ranking value in English characters (e.g.,\u00a0Very Good,\u00a0EXCELENT).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                    \n
                                                                                  • Degree:\u00a0Numeric entry setting baseline cutoffs or performance metrics (e.g.,\u00a070,\u00a080,\u00a090).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                      \n
                                                                                    • Job:\u00a0Isolates specific corporate job brackets bound to these evaluation parameters (e.g.,\u00a0\u0641\u0626\u0629 \u0648\u0638\u064a\u0641\u064a\u0629,\u00a0\u0645\u0642\u064a\u0645 \u062a\u0623\u0645\u064a\u0646\u0627\u062a,\u00a0\u0623\u062c\u064a\u0631,\u00a0All).\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                                                      7. Grades <\/h4>\n\n\n\n

                                                                                      This tab sets generic educational or corporate final structural ratings. <\/p>\n\n\n\n

                                                                                        \n
                                                                                      • Table Overview:\u00a0Catalogs standard final review scores or overall tier grades.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                          \n
                                                                                        • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                            \n
                                                                                          • Field Name\u00a0In\u00a0Arabic (Grades):\u00a0Displays the grade entry label in Arabic (e.g.,\u00a0\u062c\u064a\u062f \u062c\u062f\u0627,\u00a0\u062c\u064a\u062f,\u00a0\u0645\u0642\u0628\u0648\u0644,\u00a0\u0627\u0645\u062a\u064a\u0627\u0632).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                              \n
                                                                                            • Field Name\u00a0In\u00a0English (Grades):\u00a0Displays the corresponding grade entry label in English characters (e.g.,\u00a0Very Good,\u00a0Good,\u00a0Pass).\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                                                              8. Training Type <\/h4>\n\n\n\n

                                                                                              This tab indexes different organizational personal growth tracks and educational structures provided to staff. <\/p>\n\n\n\n

                                                                                                \n
                                                                                              • Table Overview:\u00a0Catalogs professional development programs and session types managed inside the module.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                                  \n
                                                                                                • Table Columns:\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                                    \n
                                                                                                  • Field Name\u00a0In\u00a0Arabic (Training Type):\u00a0Displays the training description in Arabic (e.g.,\u00a0\u0645\u0644\u062a\u0642\u0649,\u00a0\u062f\u0648\u0631\u0629 \u062a\u062f\u0631\u064a\u0628\u064a\u0629,\u00a0\u0648\u0631\u0634\u0629 \u0639\u0645\u0644,\u00a0\u0646\u062f\u0648\u0629 \u062a\u0639\u0644\u064a\u0645\u064a\u0629).\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                                                                      \n
                                                                                                    • Field Name\u00a0In\u00a0English (Training Type):\u00a0Displays the corresponding training description in English characters (e.g.,\u00a0Forum,\u00a0Training Course,\u00a0Workshop,\u00a0symposium).\u00a0<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"

                                                                                                      The Preparing Contracts Documents and Qualifications tab under the Basic Data Settings page allows administrators to define, manage, and standardize core personnel parameters related to employee qualifications, institutional training types, official corporate evaluation rules, and operational contract constraints. Through this page, system parameters can be structuralized according to company policies and legal requirements.   This page […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[31],"doc_tag":[],"class_list":["post-4048","docs","type-docs","status-publish","hentry","doc_category-basic-data-settings-basic-data-settings"],"year_month":"2026-08","word_count":968,"total_views":"72","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Basic Data Settings","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/basic-data-settings-basic-data-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4048","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4048"}],"version-history":[{"count":4,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4048\/revisions"}],"predecessor-version":[{"id":5159,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4048\/revisions\/5159"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4048"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4048"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}