Review and Update a Contractor Profile

Keeping contractor profiles accurate helps prevent issues with agreements, payments, and ongoing contractor management.

You can review and update certain engagement and payment details from the contractor’s profile. However, changing a profile field does not automatically update the signed agreement. If the agreed terms have changed, you may also need to amend or replace the agreement.

Information to review

Regularly check that the contractor’s profile accurately reflects the current engagement, including:

• Legal name and country.
• Job title and scope of work.
• Compensation amount and currency.
• Rate type and payment frequency.
• Start date and end date, if applicable.
• Termination period.

Update Contractor Profile

• Go to People from the main menu.
• Find and select the contractor whose profile you want to view or update.
• Open the Details tab.
• Find the relevant section and select Edit.
• Update the available information. Depending on the engagement, editable fields may include:
  • Contract currency.
  • Rate type.
  • Compensation rate.
  • Payment frequency.
  • Start date.
  • End date, if the agreement is not permanent.
  • Termination period.
• Review the updated information and select Save.

Update the contract

A new agreement may be required if the parties, country, engagement model, or other material terms change. Please note that not all fields can be updated or corrected retroactively.

To update the agreement, follow the steps below: 

• Go to the selected contractor’s profile
•  Click on Actions 
•  Select Update contract. 
• You can then choose to either upload a new contract or create one using RemoFirst’s contract tool.

Alternatively:

• Navigate to Agreements under the People section
• Select "Update Contract"
• Choose the contractor from the dropdown list
• You can then choose to either upload a new contract or create one using RemoFirst’s contract tool.

Make sure to complete the required agreement action before processing any payments under the new terms.

Need assistance?

Chat with us or use the support option in the RemoFirst Help Center and select Contractor Success.

Include the company name, contractor name, country, the information you need to update, and any relevant supporting documentation.