This article explains how clients can move contracts between groups within the same organization.
In this Article
Move EOR Contracts between Groups
Move Contractor Contracts between groups
How to Move EOR Contracts between Groups
✅ Step 1 – Select the Applicable Employee
Select the People icon and All People tab on the home page and click on the worker whose contract is to be moved.
✅ Step 2 – View the Employee's Agreement
After selecting the employee whose contract is being moved, view their agreement.
✅ Step 3 – Edit the Group
In the employee's agreement section, scroll down to the Group section and edit the group.
Select the group to move the contract to, then click Apply Change to confirm.
If items for a contract have been approved before it is moved, they will have to be re-approved after the move.
How to Move Contractor Contracts between Groups
✅ Step 1 – Open the worker's overview page
Select the People icon and All People tab on the home page and click on the worker whose contract is to be moved.
✅ Step 2 – Open the contract
After selecting the worker whose contract is being moved, click View Contract/Agreement.
This can also be quickly accessed from the People tab, by clicking on the three vertical dots to the right of the worker's name and selecting Contract / Agreements.
✅ Step 3 – Edit group
In the Group section, click Edit.
Select the group to move the contract to, then click Change to confirm.
If items for a contract have been approved before it is moved, they will have to be re-approved after the move.
It's also possible to move contracts during the creation process. To do this, select More before signing the contract, and then click Move Contract.