Vendor agreements

﻿
In Agreement, you can keep track of the company's agreements with HR vendors, such as:
Service orders
Service agreements or contracts
﻿
Add agreements
Before you begin:
Prepare the following details for the agreement:
Contract ID—a reference number (for example, 0001 or 20231231)
Title—the contract title (for example, Service Agreement)
Effective Date
Expiry Date
Buying Entity—the company's business entity that will be buying the service.
Selling Vendor—the HR vendor that will be providing the service.
Selling Entity—the HR vendor's business entity.
To add an agreement:
Go to Agreement.
Select New Agreement.
﻿
The Add New Agreement screen appears.
Select the agreement status (Proposed, Signed, Expired).
Enter the agreement details.
Upload the relevant agreement documents.
Select Save Changes.
﻿
Edit agreements
To edit an agreement:
Go to Agreement.
Under an agreement, select ⋮ (three-dot icon) > Edit.
﻿
The Edit Agreement screen appears.
Update the relevant fields.
Select Save Changes.
﻿
Delete agreements
If you delete an agreement, the action cannot be reversed. All deleted agreements can be viewed in Deleted Items.
To delete an agreement:
Go to Agreement.
Under an agreement, select ⋮ (three-dot icon) > Remove.
﻿
﻿
Updated 20 Nov 2023
Did this page help you?
Update company logo
EOR quotations