{"count":14,"next_page":null,"page":1,"page_count":1,"per_page":30,"previous_page":null,"articles":[{"id":22412673152013,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22412673152013.json","html_url":"https://support.remote.com/hc/en-us/articles/22412673152013-What-is-Contractor-Management-Plus","author_id":421928831512,"comments_disabled":false,"draft":false,"promoted":false,"position":14,"vote_sum":2,"vote_count":2,"section_id":22443793726349,"created_at":"2023-12-16T14:34:24Z","updated_at":"2026-07-07T10:00:17Z","name":"What is Contractor Management Plus?","title":"What is Contractor Management Plus?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-07T10:00:17Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>Contractor Management Plus is an indemnity add-on to Remote Contractor Management. It offers everything that's in the standard Contractor Management, along with indemnity coverage of up to $100,000 per contractor for misclassification risk, up to a limit of $1 million.</p><p>Contractor Management Plus is priced at $99 per contractor per month <span class=\"discussion-id-12acb4da-dab4-80a8-9cc5-001cce6f6387 notion-enable-hover\" data-token-index=\"1\">(regardless of contractor activity in the platform)</span>.The service provides indemnity coverage for civil losses if a contractor is classified as an employee due to the CSA or violation of the Contractor Management Plus Terms of Service.<br> </p><p> </p><div class=\"callout\">It's important to note that companies cannot edit the CSA for Contractor Management Plus, and it must be used as it is.</div><p><span class=\"notion-enable-hover\" data-token-index=\"0\"><strong>See Also:</strong></span> <a href=\"https://support.remote.com/hc/en-us/articles/22413275330957-What-is-a-Contractor-Service-Agreement-CSA-\">What is a contractor service agreement (CSA)</a></p>","user_segment_ids":[]},{"id":22413275330957,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22413275330957.json","html_url":"https://support.remote.com/hc/en-us/articles/22413275330957-What-is-a-Contractor-Service-Agreement-CSA","author_id":1904104306947,"comments_disabled":false,"draft":false,"promoted":false,"position":13,"vote_sum":0,"vote_count":4,"section_id":22443793726349,"created_at":"2023-12-16T15:00:53Z","updated_at":"2026-09-21T10:01:27Z","name":"What is a Contractor Service Agreement (CSA)?","title":"What is a Contractor Service Agreement (CSA)?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-31T09:40:41Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["contractor","employer","global","contractor management","Contractor Agreement"],"body":"<p>The Contractor Service Agreement (CSA) defines the company's relationship with the contractor. It has two parts:</p><ul>\n<li data-list-item-id=\"e106c3664010409ea97e3c16fa83a84bf\">Terms and Conditions: This part of the agreement outlines the general rules of the employment engagement.</li>\n<li data-list-item-id=\"e93e04658b91f50c1c6d9bb7fdb1216f8\">Statement of Work: This part of the agreement outlines the contract specifics like project deliverables, service fees and duration of collaborations.</li>\n</ul><p>Terms and Conditions are typically signed once unless there's a desire for a complete renegotiation of the terms by the contractor. On the other hand, the Statement of Work is generally renewed every few months.</p><p> </p><p>See also: </p><ul>\n<li data-list-item-id=\"ea0ee72e7f1227ec197104c08a645f3e4\"><a href=\"https://support.remote.com/hc/en-us/articles/22416761639181-What-is-a-Statement-of-Work-\"><span class=\"discussion-level-1 discussion-id-bde0b21b-1e91-492f-9194-dd9d7c29b3f4 notion-enable-hover\" data-token-index=\"0\">What is a Statement of Work?</span></a></li>\n<li data-list-item-id=\"e99205cd55be03b4ef3ec0d321578a6dc\"><a href=\"https://support.remote.com/hc/en-us/articles/37658466786317-How-to-generate-and-export-a-Statement-of-Work-SOW-for-COR-contractors\">How to generate and export a Statement of Work (SOW) for COR contractors</a></li>\n</ul>","user_segment_ids":[]},{"id":22414192225293,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22414192225293.json","html_url":"https://support.remote.com/hc/en-us/articles/22414192225293-Which-countries-does-Contractor-Management-Plus-cover","author_id":1904104306947,"comments_disabled":false,"draft":false,"promoted":false,"position":12,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2023-12-16T15:34:40Z","updated_at":"2025-04-16T16:05:58Z","name":"Which countries does Contractor Management Plus cover? ","title":"Which countries does Contractor Management Plus cover? ","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2024-03-15T18:23:54Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["contractor","employer","global","contractor management","Contractor Agreement"],"body":"<p>Contractor Management Plus is available in most countries and jurisdictions. However, a few exceptions make contractors/companies ineligible for Contractor Management Plus:</p>\n<ul>\n<li>Contractors in Saudi Arabia that are not Saudi citizens;</li>\n<li>Contractors in the UK determined to be <a href=\"https://support.remote.com/hc/en-us/articles/17919344152717-How-does-IR35-work\">inside IR35</a>;</li>\n<li>Contractors in any of <a href=\"https://support.remote.com/hc/en-us/articles/22494726617229-Which-countries-does-Remote-s-Contractor-Management-not-cover\">the following countries</a>.</li>\n<li>Companies based in Mexico.</li>\n</ul>\n<p><strong>See also:</strong> <a href=\"https://support.remote.com/hc/en-us/articles/12903780671757-Which-countries-does-Remote-s-Contractor-Management-cover-\"><span class=\"notion-enable-hover\" data-token-index=\"0\">Which countries does Remote’s Contractor Management cover?</span></a><!-- notionvc: 217e81ed-0b96-43c5-bd69-f624d7ceceb2 --></p>","user_segment_ids":[]},{"id":22414473508749,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22414473508749.json","html_url":"https://support.remote.com/hc/en-us/articles/22414473508749-When-does-Contractor-Management-Plus-indemnity-coverage-start","author_id":1904104306947,"comments_disabled":false,"draft":false,"promoted":false,"position":11,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2023-12-16T15:44:22Z","updated_at":"2025-04-16T16:05:58Z","name":"When does Contractor Management Plus indemnity coverage start? ","title":"When does Contractor Management Plus indemnity coverage start? ","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2023-12-18T07:14:43Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>The Contractor Management Plus indemnity coverage starts once both the company and contractor sign the new Contractor Services Agreement (CSA). This is when we will start billing for Contractor Management Plus and indemnity coverage will be considered as active.</p>\n<p>Until the CSA is signed, a contractor is billed per Fair Pricing.</p>\n<p><strong>See also:</strong> <a href=\"https://support.remote.com/hc/en-us/articles/9948044412301-What-is-Fair-Contractor-Pricing-\">What is Fair Contractor Pricing?</a><!-- notionvc: ac3c28eb-acc1-4191-a587-6563f170fb73 --></p>\n<p><!-- notionvc: 4ea71c11-1c1b-4f46-8554-a08a5b220c34 --></p>","user_segment_ids":[]},{"id":22414673528845,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22414673528845.json","html_url":"https://support.remote.com/hc/en-us/articles/22414673528845-Is-it-possible-to-have-some-contractors-enrolled-in-Contractor-Management-while-others-are-enrolled-in-Contractor-Plus","author_id":1904104306947,"comments_disabled":false,"draft":false,"promoted":false,"position":10,"vote_sum":-1,"vote_count":1,"section_id":22443793726349,"created_at":"2023-12-16T15:51:08Z","updated_at":"2025-04-16T16:05:58Z","name":"Is it possible to have some contractors enrolled in Contractor Management while others are enrolled in Contractor Plus?","title":"Is it possible to have some contractors enrolled in Contractor Management while others are enrolled in Contractor Plus?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2023-12-16T16:06:54Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>Yes, it is possible to have some contractors enrolled in Contractor Management while others are enrolled in Contractor Management Plus⁠.<!-- notionvc: d0ab8684-f8be-47f4-b148-035eccaa1d20 --></p>\n<p><strong>See also:</strong> <a href=\"https://support.remote.com/hc/en-us/articles/22415119122317-As-a-Customer-how-can-I-distinguish-between-a-Contractor-Standard-and-a-Contractor-Plus-\"><span class=\"discussion-level-1 discussion-id-ce8b2ab3-7653-4e4c-8c2e-ebc10c45c015 notion-enable-hover\" data-token-index=\"0\">As a Customer, how can I distinguish between a Contractor Standard and a Contractor Plus?</span></a><!-- notionvc: e34c8fdf-1d43-49d2-a670-5aac3e9339dd --></p>","user_segment_ids":[]},{"id":22415119122317,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22415119122317.json","html_url":"https://support.remote.com/hc/en-us/articles/22415119122317-As-a-Customer-how-can-I-distinguish-between-a-Contractor-Standard-and-a-Contractor-Plus","author_id":1904104306947,"comments_disabled":false,"draft":false,"promoted":false,"position":8,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2023-12-16T16:05:16Z","updated_at":"2025-04-16T16:05:58Z","name":"As a Customer, how can I distinguish between a Contractor Standard and a Contractor Plus?","title":"As a Customer, how can I distinguish between a Contractor Standard and a Contractor Plus?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2023-12-16T16:05:47Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>This is quite simple.</p>\n<p>From the<strong> Team </strong>tab, you can see a verified checkmark along with the pricing plan. This indicates Contractors under Contractor Plus. You can also hover over the icon with your mouse to view a message explaining what the icon means.</p>\n<p><!-- notionvc: 2acf8fff-90d5-49df-8328-d958c8079e35 --></p>\n<p><img src=\"https://support.remote.com/hc/article_attachments/22415133988493\" alt=\"Screenshot 2023-12-14 at 7.24.42 PM.png\"></p>","user_segment_ids":[]},{"id":22415978310541,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22415978310541.json","html_url":"https://support.remote.com/hc/en-us/articles/22415978310541-How-to-invite-a-contractor-to-Contractor-Management-Plus","author_id":1903652060827,"comments_disabled":false,"draft":false,"promoted":false,"position":7,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2023-12-16T16:37:58Z","updated_at":"2025-04-29T10:00:01Z","name":"How to invite a contractor to Contractor Management Plus?","title":"How to invite a contractor to Contractor Management Plus?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-04-29T10:00:01Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>To invite a contractor to Contractor Management Plus, you need to follow these steps:</p>\n<ol>\n<li>Go to the <strong>Team</strong> or <strong>Onboarding </strong>tab</li>\n<li>Click on the <strong>Add new hire</strong> option, and choose <strong>Contractor</strong>.<br><strong>See also:</strong> <a href=\"https://support.remote.com/hc/en-us/articles/35903819181709\">What are the COR &amp; CM+ Service Costs and when do they apply?</a>\n</li>\n<li>Select <strong>Contractor Management Plus</strong> pricing plan.<br><br><img src=\"https://support.remote.com/hc/article_attachments/22415978293261\" alt=\"Screenshot 2023-12-14 at 7.29.24 PM.png\" width=\"498\" height=\"464\"><br><br>\n</li>\n<li>Fill out the <strong>Statement of Work</strong> details.<br><br><img src=\"https://support.remote.com/hc/article_attachments/22416013808013\" alt=\"Screenshot 2023-12-14 at 6.23.15 PM.png\" width=\"503\" height=\"486\"><br><br><!-- notionvc: e81f8333-f0a8-499f-98c7-cf88f67d6216 -->\n</li>\n<li>Review and sign the <strong>Contractor Services Agreement</strong> (CSA).</li>\n<li>Review the invitation summary and send the Invite.<br><br><img src=\"https://support.remote.com/hc/article_attachments/22416013811853\" alt=\"Screenshot 2023-12-14 at 7.44.22 PM.png\" width=\"502\" height=\"410\">\n</li>\n</ol>\n<p><!-- notionvc: 03f6c003-42a2-440b-83d6-c88ab39686b0 --></p>\n<div class=\"callout\">The contractor will not be considered to be on the Contractor Plus plan until the Contractor Services Agreement (CSA) is signed by both parties⁠.</div>","user_segment_ids":[]},{"id":22416234485901,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22416234485901.json","html_url":"https://support.remote.com/hc/en-us/articles/22416234485901-Can-I-upgrade-a-contractor-to-Contractor-Management-Plus","author_id":1903652060827,"comments_disabled":false,"draft":false,"promoted":false,"position":6,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2023-12-16T16:47:31Z","updated_at":"2025-04-16T16:05:58Z","name":"Can I upgrade a contractor to Contractor Management Plus?","title":"Can I upgrade a contractor to Contractor Management Plus?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2023-12-16T17:00:27Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management"],"body":"<p>Yes, you can upgrade your contractors to the Contractor Management Plus anytime.<br><br>To do this: <br>1) Go to the <span class=\"notion-enable-hover\" data-token-index=\"1\"><strong>Contractor’s</strong> profile<br></span><!-- notionvc: d9d8037d-30f3-4f2e-89e1-bfa7abc2881a --><!-- notionvc: c9840171-7a6e-4b22-a9ae-dbe0ac382d38 -->2) Click on the<strong> <span class=\"notion-enable-hover\" data-token-index=\"1\">Change Plan</span></strong> button in the right top corner where you will see a pricing plan summary.<br><br><img src=\"https://support.remote.com/hc/article_attachments/22416219700237\" alt=\"Untitled (13).png\"><br><br><br>Once this is done, a new Contractor Services Agreement (CSA) will have to be signed and the Contractor Management Plus will go into effect when you and the contractor sign the CSA.<br>The subscription cost will be prorated retroactively. For instance, if a contractor's upgrade takes place on June 15, we will bill $144 on July 1. This includes $45 for the period from June 15 to July 1 and $99 for the period from July 1 to July 30.<!-- notionvc: 4de8d6fa-e29a-4d7b-bcac-7375a0fc9f77 --><!-- notionvc: ad3ad37c-5fcf-46eb-b3b8-312fa008e9ce --><!-- notionvc: 1ef3304c-2fb9-4595-a21a-f69ac7b7c869 --></p>","user_segment_ids":[]},{"id":22416482323085,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22416482323085.json","html_url":"https://support.remote.com/hc/en-us/articles/22416482323085-How-to-downgrade-a-contractor-from-Contractor-Management-Plus-to-Contractor-Management","author_id":1903652060827,"comments_disabled":false,"draft":false,"promoted":false,"position":5,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2023-12-16T16:59:13Z","updated_at":"2025-04-16T16:05:58Z","name":"How to downgrade a contractor from Contractor Management Plus to Contractor Management?","title":"How to downgrade a contractor from Contractor Management Plus to Contractor Management?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2023-12-19T14:07:14Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>You can change a contractor’s plan from Contractor Management Plus to a Contractor standard plan anytime.<br><br>To do this:<br>1) Go to the <span class=\"notion-enable-hover\" data-token-index=\"1\"><strong>Contractor’s</strong> profile.</span><br>2) Click on the <strong><span class=\"notion-enable-hover\" data-token-index=\"3\">Change Plan</span></strong> button in the right top corner where you see a pricing plan summary.</p>\n<p><img src=\"https://support.remote.com/hc/article_attachments/22416482316685\" alt=\"Screenshot 2023-12-14 at 6.29.39 PM (1).png\"></p>\n<p><br>The downgrade doesn't affect the Contractor Services Agreement (CSA). The Contractor Management Plus coverage will continue until the end of the month following the initiation of the downgrade and a <span class=\"discussion-id-5677d40d-daf6-4277-a021-6840ed04c61b discussion-level-2 discussion-id-5677d40d-daf6-4277-a021-6840ed04c61b discussion-id-4701a0ec-c9d2-409f-acb2-5d48e3359300 notion-enable-hover\" data-token-index=\"1\">30-day minimum notice is required for this to take effect</span>. For example, if a contractor is downgraded on June 15, they will be covered and billed for the Plus coverage until July 31. <!-- notionvc: 9a8462e2-7573-4baf-97c5-649ab9e5d554 --><!-- notionvc: 6baa559e-261d-4b97-9377-120e78bf4d03 --><!-- notionvc: ff42f94a-907d-4642-86a3-174f821b1e9a --></p>","user_segment_ids":[]},{"id":22416761639181,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22416761639181.json","html_url":"https://support.remote.com/hc/en-us/articles/22416761639181-What-is-a-Statement-of-Work","author_id":1903652060827,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":0,"vote_count":2,"section_id":22443793726349,"created_at":"2023-12-16T17:06:35Z","updated_at":"2026-07-31T09:41:19Z","name":"What is a Statement of Work?","title":"What is a Statement of Work?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-31T09:41:19Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["contractor","employer","global","contractor management"],"body":"<p>A Statement of Work is a part of the Contractor Service Agreement that outlines contract specifics like project deliverables, service fees, and duration of collaborations.</p><p>It is usually signed per project, meaning customers and contractors often renew the Statement of Work (SoW) every few months.</p><p><img src=\"https://support.remote.com/hc/article_attachments/22416761633549\" alt=\"Screenshot 2023-12-14 at 6.23.15 PM.png\" width=\"553\" height=\"535\"></p><div class=\"callout\">The Statement of Work template is only available to customers who use Remote’s Contractor Agreement template.</div><p><strong>See also</strong>: <a href=\"https://support.remote.com/hc/en-us/articles/37658466786317-How-to-generate-and-export-a-Statement-of-Work-SOW-for-COR-contractors\">How to generate and export a Statement of Work (SOW) for COR contractors</a></p>","user_segment_ids":[]},{"id":22416841365133,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22416841365133.json","html_url":"https://support.remote.com/hc/en-us/articles/22416841365133-Can-I-make-changes-to-the-Contractor-Services-Agreement-with-Contractor-Management-Plus","author_id":1903652060827,"comments_disabled":false,"draft":false,"promoted":false,"position":2,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2023-12-16T17:09:22Z","updated_at":"2025-04-16T16:05:58Z","name":"Can I make changes to the Contractor Services Agreement with Contractor Management Plus?","title":"Can I make changes to the Contractor Services Agreement with Contractor Management Plus?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2024-02-02T22:43:59Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>The Contractor Services Agreement for Contractor Management Plus is not open to modifications and must be used as provided.<!-- notionvc: 740fc889-6de0-41c2-bbe3-e3bb90cca551 --></p>","user_segment_ids":[]},{"id":22416913351437,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/22416913351437.json","html_url":"https://support.remote.com/hc/en-us/articles/22416913351437-How-do-I-make-a-claim-for-Contractor-Management-Plus-indemnity-coverage","author_id":1903652060827,"comments_disabled":false,"draft":false,"promoted":false,"position":1,"vote_sum":-3,"vote_count":3,"section_id":22443793726349,"created_at":"2023-12-16T17:11:09Z","updated_at":"2025-04-16T16:05:58Z","name":"How do I make a claim for Contractor Management Plus indemnity coverage?","title":"How do I make a claim for Contractor Management Plus indemnity coverage?","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-03-04T14:28:20Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":["employer","global","contractor management","Contractor Agreement"],"body":"<p>For Contractor Management Plus indemnity coverage claims, <a href=\"https://support.remote.com/hc/en-us/articles/13279781622669\">contact us</a> to start the process.<br><!-- notionvc: 913dd38e-73a8-4fd0-ae59-a6ffc6688ca2 --></p>","user_segment_ids":[]},{"id":35902850631949,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/35902850631949.json","html_url":"https://support.remote.com/hc/en-us/articles/35902850631949-Background-check-services-for-contractors","author_id":408362977752,"comments_disabled":false,"draft":false,"promoted":false,"position":9,"vote_sum":-2,"vote_count":2,"section_id":22443793726349,"created_at":"2025-04-16T16:05:24Z","updated_at":"2025-04-30T13:41:07Z","name":"Background check services for contractors","title":"Background check services for contractors","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-04-30T13:40:30Z","user_segment_id":null,"permission_group_id":4736892,"content_tag_ids":[],"label_names":[],"body":"<p>Remote offers comprehensive background check services for contractors as an optional, one-time fee service. Our background check options include education verification, employment history verification, global sanctions screening, and criminal record checks (availability depends on the country).</p>\n<p>Available to both <strong>Contractor of Record (COR)</strong> and <strong>Contractor Management (CM/CM+)</strong> customers, this optional service streamlines the verification process by allowing customers to conduct background screenings directly through the Remote platform during contractor onboarding.</p>\n<p>Throughout the verification process, customers can monitor progress and receive regular status updates through their Remote dashboard. Once complete, customers can access verification reports to make informed decisions about engaging contractors.</p>\n<p><strong>See also</strong>: <a href=\"https://support.remote.com/hc/en-us/articles/34566185236237\">What are Remote's Background Check Services?</a></p>","user_segment_ids":[]},{"id":36752831284749,"url":"https://remote.zendesk.com/api/v2/help_center/en-us/articles/36752831284749.json","html_url":"https://support.remote.com/hc/en-us/articles/36752831284749-How-to-create-a-scheduled-contractor-invoice","author_id":421928831512,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":22443793726349,"created_at":"2025-05-20T13:29:43Z","updated_at":"2026-06-05T08:37:02Z","name":"How to create a scheduled contractor invoice","title":"How to create a scheduled contractor invoice","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-05T08:37:02Z","user_segment_id":null,"permission_group_id":4921992,"content_tag_ids":[],"label_names":[],"body":"<p>A company owner, super admin, or <a class=\"notion-link-token notion-focusable-token notion-enable-hover\" href=\"https://support.remote.com/hc/en-us/articles/15869596462221-Create-a-tailored-manager-role-based-on-company-s-needs#h_01H0NNHGTAZREV5VAP9KFZSFF2\" tabindex=\"0\" data-token-index=\"1\" rel=\"noopener noreferrer\"><span class=\"link-annotation-unknown-block-id-2076432301\">customized role</span></a> can create a scheduled contractor invoice while adding the new contractor or after the contractor has been fully onboarded.</p><p>In this article, we will cover: </p><ul>\n<li data-list-item-id=\"ebd436e13316ecf83b4b3ecc85951c05b\"><a href=\"#h_01GYF5Q6PCY88CP59HG5ER5RRZ\" target=\"_self\">When onboarding a contractor</a></li>\n<li data-list-item-id=\"ebb4998c628fb13c42cb8885af362335a\"><a href=\"#h_01GYF5QEVHHGN9WP9K8MXHME7H\" target=\"_self\">When the contractor has finished the onboarding</a></li>\n<li data-list-item-id=\"e04023c3e4cb2bb687c545ddf0bcf86a1\"><a href=\"#h_01GYF5Z3XBB5WH6B6JY85H1SF8\" target=\"_self\">Bulk create scheduled invoices for several contractors</a></li>\n<li data-list-item-id=\"e5644bcfa91e07c8eaba5304cca74e0e5\"><a href=\"#h_01KMQ6SZ1262T1WC3E9K6R94VH\">Reviewing scheduled invoice discrepancies</a></li>\n</ul><h3 id=\"h_01GYF5Q6PCY88CP59HG5ER5RRZ\">When onboarding a contractor</h3><p>As you're <a href=\"https://support.remote.com/hc/en-us/articles/4410707974413\" target=\"_self\">adding a new contractor</a> to your company account, you can choose to set up a scheduled invoice for them. </p><ol>\n<li data-list-item-id=\"e768ce52e24e4759f92dc389f16e86a6c\">During the Add a new contractor flow, when you get to the <strong>Invoice schedule</strong> tab, choose <strong>Create invoice schedule now</strong>. <br><br><img src=\"https://support.remote.com/hc/article_attachments/36752851105165\" width=\"554\" height=\"339\"><br> </li>\n<li data-list-item-id=\"ec9b7be67721d0d50f4353ac363c1fdbc\">You will be taken to the page where you can fill out the details of this contractor's invoice schedule.</li>\n<li data-list-item-id=\"ee9be292890c07716fecd59f261fddc83\">Once complete, click on <strong>Continue </strong>to finish the Add Contractor flow.</li>\n</ol><h3 id=\"h_01GYF5QEVHHGN9WP9K8MXHME7H\">When the contractor has finished the onboarding</h3><p>For contractors who have already been onboarded, you can still schedule an invoice for them from the <strong>Contractor Payments</strong> tab. </p><ol>\n<li data-list-item-id=\"e9616d1d769fcb676945d92c2963b5608\">Click on <strong>Schedules</strong> from contractor payments section, click on <strong>Create invoice schedule</strong>.</li>\n<li data-list-item-id=\"ef171b49076fdb96c62e6cd74838111e6\">Select the <strong>Create single schedule</strong> option to schedule an invoice for a contractor.<br><br><img src=\"https://support.remote.com/hc/article_attachments/36752831279245\" width=\"534\" height=\"181\"><br> </li>\n<li data-list-item-id=\"e31e1cae603e181f3656033154fcbdac7\">Choose the contractor and fill out the details of their scheduled invoice, then click on <strong>Create schedule</strong>.</li>\n<li data-list-item-id=\"e19f28b4eeaecd4e8c8318dd748782958\">When you schedule an invoice for a contractor, they receive an email and an in-app notification to let them know. If they do not have a withdrawal method, they'll have to set one up so they can receive payment for their scheduled invoice. </li>\n<li data-list-item-id=\"ec4c16b28fe84f32401a312911f23a836\">Under <strong>Schedules</strong> tab, you also have an overview of all the scheduled invoices.</li>\n</ol><h3 id=\"h_01GYF5Z3XBB5WH6B6JY85H1SF8\">Bulk create scheduled invoices for several contractors</h3><p>Alternatively, to save time, you can bulk-create scheduled invoices for several contractors.</p><ol>\n<li data-list-item-id=\"e1f6d27e19e538a96b113b28775d54130\">From the <strong>Contractor payments</strong> section, select <strong>Schedules</strong> and click on <strong>Create invoice schedule.</strong><br><strong>See also:</strong> <a href=\"https://support.remote.com/hc/en-us/articles/16120929381389\">How to use pre-filled contractor rates when bulk scheduling invoices</a><br><br><img src=\"https://support.remote.com/hc/article_attachments/36752862478989\"><br> </li>\n<li data-list-item-id=\"effb61eb7d420cffb722c4c7ae6d2412f\">Choose <strong>Create schedules in bulk</strong>.</li>\n<li data-list-item-id=\"ebf66d95c82ea13e4119687eb65d89105\">From the product selection page, choose what type of contractor you want to create schedule for: <ul>\n<li data-list-item-id=\"eda3e49befa8fb7de8bc40443b652cacb\">Engaged by company's entity for: Contractor Management &amp; Contractor Management Plus</li>\n<li data-list-item-id=\"e24ff9094567fbef3078c370426a37e76\">Engaged by Remote's entity for: Contractor of Record</li>\n</ul>\n</li>\n<li data-list-item-id=\"e994ca035b3966d82ef3572e6451de1d6\">Select your preferred option then click <strong>Continue</strong>.</li>\n<li data-list-item-id=\"e510595e68ac444088179c02bae7711c1\">On the next page, choose the contractors you want to generate a scheduled invoice for. Based on this, the Generate CSV file button will appear which you should click on to download the CSV. The pre-filled data includes Name, Employment ID, and Contractor Rate.</li>\n<li data-list-item-id=\"e6eccacb2d96901cab042af09c5be2080\">Fill out the CSV file, then click on<strong> Continue</strong>.<br><br><img src=\"https://support.remote.com/hc/article_attachments/36752862479373\" alt=\"bulk_invoicing_2.png\" width=\"518\" height=\"297\"><br> </li>\n<li data-list-item-id=\"ec5a6bbd14bd1723574f8b0d2e57d30ef\">Upload the CSV file.</li>\n<li data-list-item-id=\"e0a29b255da475d7751784c2b940862e7\">After uploading the CSV file, the server will validate the CSV file and divide rows by failures and successes. For the failures, you can export the CSV with just the rows that contain errors and fix the data.</li>\n<li data-list-item-id=\"e36e8ae52a03043887a1b3b28e233f1de\">Once the uploaded CSV file is free of errors, you will be taken to the invoice confirmation page. If the details are satisfactory, click on <strong>Confirm</strong>. This will create the scheduled invoices and send a notification to the contractors.<br><br><img src=\"https://support.remote.com/hc/article_attachments/36752862480013\" alt=\"bulk_invoicing_3.png\" width=\"561\" height=\"321\">\n</li>\n</ol><p>It's advisable to set up <a href=\"https://support.remote.com/hc/en-us/articles/4423056053133\" target=\"_self\">automatic payments</a> for scheduled invoices, so you don't have to return to the platform to make payment for the invoice when it's due.  </p><h3 id=\"h_01KMQ6SZ1262T1WC3E9K6R94VH\">Reviewing scheduled invoice discrepancies</h3><p>Remote automatically flags a scheduled invoice as a discrepancy whenever the submitted amount no longer matches the original scheduled amount. For COR, this typically happens when a contractor edits an invoice generated from a schedule (for example, changing the net amount, adding VAT, or submitting in a different currency). For CM and CM+, it usually happens when the schedule itself is edited after some invoices have already been created. In either case, flagging these invoices lets you focus manual review on the ones that need attention and approve the rest with confidence.</p><p><strong>What triggers a discrepancy:</strong></p><ul>\n<li data-list-item-id=\"ed5f89a640824a7a66530ce053828699d\">The contractor changes the net amount (up or down)</li>\n<li data-list-item-id=\"e0515db0eb141c8c8ab541dca5651e646\">VAT added by the contractor changes the total</li>\n<li data-list-item-id=\"eaac14c88821d63797744060817c31aa6\">Currency mismatch between the submitted and scheduled amount</li>\n</ul><p><strong>What does not trigger a discrepancy:</strong></p><ul>\n<li data-list-item-id=\"e52c63089c60b09f27ad0982e1069f0e9\">Description or note changes</li>\n<li data-list-item-id=\"ee165789d1c6ca8c752cc0695da10dc80\">PDF attachments added or removed</li>\n<li data-list-item-id=\"ee4db57fd52e7d516f5406079abb1340f\">Invoice submitted at the exact scheduled amount, even if other fields differ</li>\n</ul><blockquote><p><strong>Note:</strong> Discrepancy detection only applies to invoices generated from an active invoice schedule. One-off invoices are not affected.</p></blockquote><p><strong>Warning banner</strong></p><p>When any pending invoices have amount discrepancies, a yellow warning banner appears at the top of the <strong>Approval</strong> tab. Click <strong>Review invoices</strong> to automatically filter the table to show only invoices with discrepancies. The banner is only shown on the <strong>Approval</strong> tab.<br><img src=\"https://support.remote.com/hc/article_attachments/44634098698253\" alt=\"image (47).png\" width=\"2414\" height=\"1056\"></p><p><strong>Warning icon</strong></p><p>In the invoices table, a yellow warning triangle (⚠️) appears next to the amount on any invoice with a discrepancy. Hover over the icon to see a tooltip with more details. This icon appears in both the pending invoices table (<strong>Approval</strong> tab) and the all-invoices table.</p><p><strong>Discrepancy filter</strong></p><p>Use the filter dropdown to view invoices by match status:</p><ul>\n<li data-list-item-id=\"e820bc1eb63838c92971e05785970e5ad\">\n<strong>Invoice amounts that vary from schedules</strong> — shows only invoices with discrepancies</li>\n<li data-list-item-id=\"ef3f94383ea740336edaa5f061a502ac9\">\n<strong>Invoice amounts matching schedules</strong> — shows only matched invoices</li>\n</ul><p>The filter is automatically applied when you click <strong>Review invoices</strong> from the banner and cleared when you navigate away from the <strong>Approval</strong> tab.</p><figure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 84.14%;\"><img style=\"aspect-ratio: 2472/1468;\" src=\"https://support.remote.com/hc/article_attachments/44634098698509\" alt=\"image (49).png\" width=\"2472\" height=\"1468\"></figure><blockquote><p><strong>Note:</strong> A discrepancy flag does not block approval. You can still approve a flagged invoice — the warning is informational only.</p></blockquote><p><strong>See also:</strong></p><ul>\n<li data-list-item-id=\"e69d5bfdcb86e23e47666a65d717ef55e\"><a href=\"https://support.remote.com/hc/en-us/articles/31620270989453\">How to set up scheduled payouts for contractor invoices</a></li>\n<li data-list-item-id=\"eb10e621441c85dfdbbfbc13031ba7020\"><a href=\"https://support.remote.com/hc/en-us/articles/10010168409357\" target=\"_self\">How to add a bank account as a contractor</a></li>\n<li data-list-item-id=\"eee4a5ce2b9ed08bddc7eca7791e0b964\"><a href=\"https://support.remote.com/hc/en-us/articles/13291066574477\" target=\"_self\">How to assign a withdrawal method to a scheduled invoice</a></li>\n<li data-list-item-id=\"e3ee87aea83ac713e7f3b47dd4a651cac\"><a style=\"background-color: #ffffff; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\" href=\"https://support.remote.com/hc/en-us/articles/4416621389069-Contractors-invoicing-currency\">Contractor invoicing currency and guaranteed payouts</a></li>\n</ul>","user_segment_ids":[]}],"sort_by":"created_at","sort_order":"asc"}