How to create contractor agreements after they've onboarded

Article author
Nneka
  • 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 as needed until they are signed by the Contractor(s). You can do so under the Job tab of the Contractor's profile.
    See also: How to edit an unsigned contractor agreement  



  2. Once all the edits are made, sign the agreement or assign a signatory.                                 
    See also: Can I assign a signatory for contractor agreements?
  3. Once you or your company representative sign the agreement(s), an email notification will be sent to the Contractor(s) asking for their signature.
 

 

 

 

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