INSTRUCTORS | instructor contracts

Create an Instructor Contract Template

Prerequisites

  • Prior to creating an Instructor Contract, the instructor needs to be assigned to a class, which is usually done when a class is created in Class Management/Courses/Classes.

  • Prior to creating a contract, Go to Instructor Profiles, Preparing Instructor Info for Contracts.

  • Instructor Earnings must be in “Approved” status.

 

     

     1.  Click INSTRUCTORS/instructor contracts.

 

          

 

     2.  The Instructor Contracts screen allows you to Create Default Template or Print Contracts.

          Please note that both of these links will open a new window that will display the Document Editor as shown below.

 

          

 

     3.  The Create Default Templates screen allows you to create document templates by copying and pasting from existing MS Word files or

          by building the document from scratch. The Document Editor ensures that the standalone template will be created without links to other

          documents.

 

          

 

     4.  Copy and paste the text out of your word processing program (i.e. MS Word), and into the Instructor Contract template. (Please note the

          blank lines in this example. We will be selecting the corresponding Merge Fields to take the place of these blank lines).

 

          

 

     5.  Backspace over any blank lines or text to be replaced) and position your cursor. Select the Mail Merge pull-down menu. Select Insert

          Merge Fields from the sub-menu. Select the appropriate items (in this case, First Name and Last Name). Continue this process for the

          corresponding fields within your template. You should see your selections populating directly onto the template.

 

          

 

     6.  When you finish inserting the appropriate Merge Fields, your document should look similar to the example document listed above. (Please

          note that the blank lines have now been replaced with the Merge Field dynamic text.)

 

     7.  You can build your templates directly within the system, instead of copy/pasting from an external program.

 

          

  

     8.  Make sure to enter a File Name and then click the Save as Template button. The Save as PDF button is dimmed as you have to go to

          Print Contracts to Save as PDF. You can click the Preview button to see the results of your work, however this function does not allow

          you to save.  Preview allows you to test your template with the merged data.

 

          

 

     9.  Click on the Design View button to return to the editable screen.

 

          

 

    10. The Document Editor displays all of your Saved Documents in the area to the left of your template. You can select any of your previously

          saved documents from this list. You can create multiple templates for different types of contracts.

 

 

Note: If you pull up an instructor that shows zero dollars and says not approved as shown below, this means the preparation step was missed and you need to go to Instructor Profiles.