Contractors HRMS

Features

Industries

Reference

More

Start now
  1. Contractors HRMS
  2. Process
  3. Rate and scope agreement
Process · Rate and scope agreement

Rate and scope agreement

Use this process when a contractor assignment needs a traceable handoff. Admin keeps the organization and contractor profile current. The Engagement Owner records the scope, rate unit, agreed rate and effective date on the assignment. The Independent Approver compares those terms with the submitted revision before recording a decision. A later change to rate or scope calls for another review of the current revision. The team can reopen the linked records to check the current status, person and date.

Start now Download Proto

Step by step

  1. Select profile Admin

    Admin maintains the organization profile; Engagement Owner selects the profile that belongs to the assignment organization.

    • Check organization and effective dates.
    • Updates Contractor profiles

  2. Record terms Engagement Owner

    Engagement Owner enters scope, agreed rate, rate unit and effective and end dates on the engagement.

    • Save the terms on the dated assignment.
    • Updates Contractor engagements

  3. Check revision Independent Approver

    Independent Approver compares the source revision with the rate and scope under review.

    • Inspect the current revision before deciding.
    • Updates Contractor engagements

  4. Decide terms Independent Approver

    Independent Approver records Approved, Returned or Rejected against the inspected revision; a return or rejection needs a reason.

    • Record reviewer, verdict, reason and source revision.
    • Updates Review decisions
    ApprovalA person approves before the work moves on.

  5. Monitor dates Engagement Owner

    Engagement Owner reviews the assignment end date and starts a fresh review when scope or rate changes.

    • Keep the current terms and dates visible.
    • Updates Contractor engagements

Who does what

Roles and permissions
Admin
, Engagement Owner, Independent Approver.
Each person acts on the linked record within their assigned scope.
Admin
Maintains the organization and People records used to make the handoff legible.

Set up Contractors HRMS your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started