How to edit an unsigned contractor agreement

Article author
Nneka
  • Updated

On Remote, it is possible to edit a contractor agreement that has been sent out as long as the contractor hasn't signed it yet. There are two ways this can be done:  

Edit the contract of a contractor who has completed onboarding

A contractor is considered to be onboarded after they have filled out their administrative information and completed the Know Your Customer (KYC) check. At this point, their profile will be moved from the Onboarding tab to the Team tab. If you have sent them their contractor agreement but they haven't signed it yet, it can still be edited. To edit their contractor agreement: 

  1. Go to the Team tab.
  2. Click on the contractor's profile you'd like to view. 
  3. From the contractor's profile, click on Edit agreement

    edit_contractor_agreement.png

  4. You will be directed to the editor interface where you can make the necessary changes before clicking on Save

Edit the agreement of a contractor who is still onboarding 

When a contractor has been invited to Remote, their profile will be in the Onboarding tab till they have completed onboarding. A contractor who received an invitation to join the Remote platform and has a pending contractor agreement, will have the Edit agreement action available.

  1. Go to the Onboarding tab.
  2. From the contractor overview page, click on the 3 dots icon and choose Edit agreement.

    edit_contractor_agreement_2.png

  3. You will be directed to the editor interface where you can make the necessary changes before clicking on Save and proceed.

 

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