How to create contractor agreements after they've onboarded

  • Updated

You can create or renew (when changes need to be made to a signed agreement) contractor agreements after the Contractor has completed self-enrollment. 

To create a new contractor agreement for one contractor:

  1. Go to the Team tab on your Remote dashboard and go to the Contractor's profile. 

    contractor_profile.png
     
  2. From the Contractor's profile, go to the Job tab, scroll down to the Contracts section and click on Create.
  3. You'll have the option to choose any of the following (if applicable):
    • Contractor services agreement: You can choose to use Remote's template or your custom template if you have created one for that country. You will be taken to the editor where you can edit the contract template before sending it to the Contractor. 
    • Statement of work: Update the contract details of the existing contract.
    • Custom contract for one-time use: Create a one time custom contractor agreement. This is not saved as a template. 
  4. You also have the option to Save the contractor agreement and come back to it later. All contracts saved as drafts can be found Contracts section of the Contractor's profile.

Editing, signing and sending contractor agreements after onboarding:

  1. You can edit standard or custom contractor agreements until the contractor signs them. From the contractor’s profile, go to the Job tab to access the agreement.
    For Contractor of Record (COR), you can edit a Contractor Services Agreement (CSA) or Statement of Work (SOW) while its status is Draft or Awaiting contractor signature. Find the contract document, select Edit, make your changes, then select Save and continue.
    If the agreement is awaiting the contractor’s signature, Remote resends the updated agreement for review and signing. If it is still a draft, it remains a draft until you send it.
    See also: 
    How to edit an unsigned contractor agreement
    How to edit a COR Contractor Services Agreement (CSA) or Statement of Work


     
  2. Once you have made all necessary edits, sign the agreement or assign a signatory.                             
    See also: Can I assign a signatory for contractor agreements?
  3. Once you or your company representative signs the agreement, Remote emails the contractor to request their signature.
Once the contractor signs the agreement, it is final and cannot be edited. To change the terms, issue a new SOW.⁠⁠​
 

 

 

 

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