Manager Guide
HR Services & Billing
Vendor agreements
who can use this feature \ admin managers billing managers 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 marco platform's agreement page, with new agreement highlighted 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 marco platform's agreement page, with edit highlighted 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 marco platform's agreement page, with remove highlighted