Profiles and rate terms

Keep the profile and rate basis visible on each engagement. The work starts with organization, profile and agreed rate. The team checks effective dates and rate unit before passing the record to the next person. Engagement Owner keeps the operational context close to the assignment; Admin can inspect the related record before making a change. The page is a place to work from actual records, including an owner and a date, instead of a separate status report.

• Maintain the profile. Admin keeps the profile tied to the correct organization and effective dates.
• Record the agreement. Engagement Owner writes scope, rate and unit on the assignment itself.
• Review a change. Compare the revised terms with the decision for that same source revision.

Agree who prepares an engagement, who checks evidence, and who can make the final decision. Set the organization and People records before the first assignment. Decide which contractor profile applies, how an agreed rate and its unit will be entered, and which dates the team will use to monitor an assignment. A status change should follow the underlying review, with the decision recorded against the revision that was actually inspected.

Decide how your team keeps source documents. Evidence Documents have an external reference, document date, verification flag and verifier. Make that reference usable to the reviewer. Also agree what counts as a complete follow-up action: an assignee, due date, resolution and completion date let the next person judge whether a problem was addressed.

For a day-rate assignment, the Engagement Owner chooses the vendor organization and its contractor profile, then records the agreed amount with Day as the rate unit. A later rate change belongs on the engagement revision so the approver can inspect the current terms. The team then reopens the source engagement and checks the linked records. The next person should be able to identify the current owner, the dates and the reason for the decision without relying on an email thread. If a term or document changes, compare the current source revision with the recorded review before moving forward.

Run the same case from the next person’s screen. Check that the right assignment appears, its related item opens, and the status matches the recorded decision. Try a returned or rejected outcome as well as the normal path. The owner should know what to correct, and the reviewer should be able to inspect the corrected record rather than an unconnected note.

• Engagements to prepare — Draft assignments where rate and scope need agreement.
• Effective engagement schedule — Dated engagements that need attention before their end date.

See the related process and the broader handoff.