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Contract Terms Checklist

This checklist helps businesses systematically review and ensure all necessary terms are included in an employment contract before finalization. It is crucial for maintaining legal compliance and clarity in employer-employee relationships.

Updated 15d ago
employment contractchecklistHRhuman resourceslegal complianceSouthern Africa

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Contract Terms Checklist

Employee Name: {{employee_name}}

Position: {{position}}

Date of Review: {{date_of_review}}

Reviewed By: {{reviewer_name}}

Essential Information

☐ Full legal names of employer and employee

☐ Employee's contact details (address, phone, email)

☐ Employee's identification number (e.g., ID, passport)

☐ Job title and clear job description

☐ Commencement date of employment

☐ Duration of employment (if fixed-term, specify end date)

Remuneration and Benefits

☐ Gross monthly/annual salary

☐ Payment frequency (e.g., weekly, monthly)

☐ Method of payment (e.g., direct bank deposit)

☐ Details of any performance bonuses or incentives

☐ Contribution to provident fund/pension scheme

☐ Medical aid scheme contributions

☐ Other benefits (e.g., housing allowance, travel allowance, company car)

Working Hours and Leave

☐ Standard working hours per day/week

☐ Overtime policy and compensation

☐ Annual leave entitlement (number of days)

☐ Sick leave policy and entitlement

☐ Maternity/Paternity leave policy

☐ Public holidays observance

Duties and Responsibilities

☐ Clear outline of job duties and key performance indicators (KPIs)

☐ Reporting structure (who the employee reports to)

☐ Performance review process

Confidentiality and Intellectual Property

☐ Confidentiality clause regarding company information

☐ Non-disclosure agreement (if separate, reference it)

☐ Intellectual property rights ownership (work created during employment)

Termination of Employment

☐ Notice period for resignation by employee

☐ Notice period for termination by employer (summary dismissal grounds)

☐ Severance package details (if applicable)

☐ Procedure for return of company property

Dispute Resolution and Governing Law

☐ Mechanism for dispute resolution (e.g., internal grievance process, mediation, arbitration)

☐ Governing law of the contract (e.g., Laws of South Africa)

General Clauses

☐ Entire agreement clause

☐ Amendments and variations clause

☐ Severability clause

☐ Force Majeure clause (if applicable)

Acknowledgement and Signatures

I, the undersigned, confirm that all the above terms have been reviewed and discussed.

Employer Representative Signature: _________________________ Date: {{employer_signature_date}}

Print Name: {{employer_representative_name}}

Employee Signature: _________________________ Date: {{employee_signature_date}}

Print Name: {{employee_name}}

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