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Release Note: Employee Contract Plan Uploads v2 (January 2026)

The contract plan was enhanced to streamline contracts creation and updates for employees. 

What’s New
 
We’ve enhanced the Bulk Contract Plan Update feature to support contract type changes via spreadsheet upload.
 
Previously, this feature only allowed admins to create future (pending) expiring contracts for employees who were already on an Expiring Contract.
 
It did not support switching an employee’s contract type.
With this update, admins can now:
  • Change an employee’s contract from Full Time → Expiring Contract
  • Change an employee’s contract from Expiring Contract → Full Time
All updates are done via a spreadsheet upload and take effect automatically on the specified future date.

Why This Matters
  • Supports real-life contract transitions: Employees often move between fixed-term and permanent roles.
  • Reduces manual updates: Admins can manage multiple contract changes at once instead of updating employees individually.
  • Prevents contract overlaps: The system automatically ends the current contract a day before the new one starts.
  • Improves data accuracy: Clear rules and validations ensure contract history remains clean and consistent.

User Flow (High Level)
Admin Flow
  1. Admin navigates to HRIS → Contracts → Contract Plan Bulk Upload.
  2. Admin downloads the bulk upload template.
  3. Admin fills in the required details based on the intended contract change.
  4. Admin uploads the completed spreadsheet.
  5. The system validates the file:
    • Valid rows are processed immediately.
    • Invalid rows are flagged with clear error messages.
  6. Contract changes take effect on the specified future start date.

Supported Contract State Changes
1. Full Time → Expiring Contract
  • Admin provides:
    • Employee ID
    • Contract type (Expiring Contract)
    • Start date (future date)
    • End date (future date)
  • Result:
    • The current Full Time contract ends a day before the new contract’s start date.
    • The Expiring Contract becomes active on the specified start date.

2. Expiring Contract → Full Time
  • Admin provides:
    • Employee ID
    • Contract type (Full Time)
    • Start date (future date)
  • Result:
    • The current Expiring Contract ends a day before the new start date.
    • The Full Time contract becomes active.
    • Any future pending expiring contracts for the employee are automatically deleted. 

Important Rules & Validations (For CC Awareness)
  • An employee cannot:
    • Move from Full Time → Full Time
    • Move from Expiring Contract → Expiring Contract
  • The existing ability to create future expiring contracts for employees already on an active Expiring Contract still remains.
  • Contract type changes and future expiring contract scheduling cannot be done in the same spreadsheet upload.
    • Example:
      • Moving an employee from Full Time to an Expiring Contract must be done first.
      • Future expiring contracts can only be added in a separate upload after the contract type change is complete.  
  • All start (and end) dates must be in the future at the time of upload.
  • Changes are applied immediately once the upload is successful.

Helpful Notes
  • This enhancement builds on the existing Bulk Contract Plan Update feature — it does not replace it.
  • Errors are surfaced at upload time to prevent invalid or conflicting contract states.
  • The system ensures there is only one active contract for an employee at any given time.