A Contract, or Collective Bargaining Agreement (CBA), is a written agreement between an employer and their employees that outlines the terms, benefits, and conditions of employment in a clear and legally binding manner.

Why Contracts Matter

Keeping your contracts current ensures that all employment and membership data remains accurate and aligned. Up-to-date contracts also play a crucial role in tracking grievances, disciplines, and other employment-related activities.

Adding a New Contract

  1. Navigate to Membership >> Contracts.
  2. Click the + (Add) icon to create a new Contract record.
  3. You will be required to Search Contracts before adding a new one to prevent duplicate records.
  4. Click Get Contracts to complete the search.
  5. If no match is found, click the Create New button.
  6. Complete all fields — red asterisks (*) indicate required fields.
  7. Click Save when finished.

Editing an Existing Contract

  1. Navigate to Membership >> Contracts.
  2. Select the profile of the Contract you wish to edit.
  3. Make any necessary updates or additions to the record.
  4. Click Save to apply your changes.

Best Practices

  • Always search existing records before creating a new contract to avoid duplicates.
  • Keep all contract dates and details accurate to ensure proper linkage with employer and member records.
  • Review contracts regularly to ensure current terms and benefits are reflected.
  • Verify that contract associations are correctly applied to grievance and discipline tracking.

Keeping your contract records accurate and current strengthens data integrity across membership, employment, and case management areas within the ENGAGE platform.