This article explains how clients can move contracts between groups within the same organization.
✅ 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.