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Offboarding a Contractor and Closing an Engagement (Employer)

Two controls on a contractor's engagement view help you wind things down: an Offboarding card that manages the contractor's exit, and a Wrap up this engagement card for closing a completed one-off. Each appears only when it applies.

Offboarding a contractor​

The Offboarding card appears when the contractor is set up to receive payouts with your company and the engagement is still open (not completed or cancelled). What it offers depends on where the contractor is in the lifecycle.

Schedule an exit​

When the contractor is still active, the card lets you schedule an exit date:

  1. Pick an Exit date. It must be in the future -- the earliest you can choose is tomorrow. The contractor stays active until that date.
  2. Enter a Reason for the offboarding.
  3. Click Offboard contractor.

Both fields are required. If you skip one, you'll see "Choose an exit date." or "Enter a reason for offboarding."

Cancel a scheduled exit​

Once an exit is scheduled, the card shows that an exit is scheduled and offers a Cancel offboarding button. Cancelling keeps the engagement active.

Reinstate a former contractor​

If the contractor has already been offboarded, the card offers a Reinstate button to re-activate the engagement.

In short, the action follows the contractor's current state:

Current stateWhat you can do
ActiveSchedule an exit (exit date + reason).
Offboarding (exit scheduled)Cancel the scheduled exit.
Former (offboarded)Reinstate the contractor.

Closing a paid one-off engagement​

A Wrap up this engagement card appears only for a one-off engagement that is still open and has at least one paid invoice. It notes that the one-off engagement's invoice has been paid and offers a Mark engagement complete? button.

Clicking it opens a confirmation asking "Mark this engagement as complete? This closes out the one-off engagement." Choose Mark complete to close it, or Cancel to back out.