On Remote, it is possible to edit a contractor agreement that has been sent out as long as it hasn't been signed by both parties. There are two ways this can be done:
- Edit an existing contractor agreement
- Edit the agreement of a contractor who has been invited to Remote
Edit an existing contractor agreement
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 both parties haven't signed the agreement yet, it can still be edited. To edit their contractor agreement:
- Go to the
Team
tab. - Click on the contractor's profile you'd like to view.
- From the contractor's profile, click on
Edit agreement
. - You will be directed to the editor interface where you can make the necessary changes before clicking on
Save and proceed
.
Edit the agreement of a contractor who has been invited to Remote
When a contractor has been invited to Remote, their profile will be in the Onboarding
tab till they have completed onboarding. The contractors who received an invitation to join the Remote platform and have a pending contract agreement will have the Edit agreement
action available.
- Go to the
Onboarding
tab. - From the contractor overview page, click on the 3 dots icon and choose
Edit agreement
. - You will be directed to the editor interface where you can make the necessary changes before clicking on
Save and proceed
.
For contractors who have begun self onboarding (filling out their administrative details) and are in Stage 2/3, when you click on the 3 dots icon you will have the option to View profile
. It is from their profile you will find the Edit agreement
button.
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