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
In the left sidebar, select People to expand the menu, then select Directory.
Directory is the current equivalent of the All People list. Select the employee whose contract is to be moved.
✅ Step 2 – View the Employee's Agreement
On the worker profile, locate the Role and compensation section. In the Contract row, select the linked contract name to open the employee's agreement details.
✅ Step 3 – Edit the Group
On the agreement page, remain on the Contract details tab. Scroll to Organization information and review the Group row to confirm you are editing the intended agreement.
Select Edit in the upper-right corner of the Organization information section. In the Edit group modal, select the group to move the contract to, then click Apply changes 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
In the left sidebar, select People to expand the menu, then select Directory. Select the worker whose contract is to be moved.
✅ Step 2 – Open the contract
On the worker profile, locate the Role and compensation section. In the Contract row, select the linked contract name to open the worker's agreement details.
This can also be quickly accessed from Directory, by clicking on the three vertical dots to the right of the worker's name and selecting Contract / Agreements.
✅ Step 3 – Edit group
On the agreement page, remain on the Contract details tab. Scroll to Organization information and review the Group row to confirm you are editing the intended agreement.
Click Edit in the upper-right corner of the Organization information section. In the Edit group modal, select the group to move the contract to, then click Apply changes 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.