Offboard and Deactivate a Contractor

Offboarding a contractor involves closing the engagement, resolving outstanding work and payments, and then deactivating the contractor’s RemoFirst profile.

Deactivation should normally be the final step. Invoices cannot be generated for a contractor after their profile has been deactivated.

Important: Deactivating a contractor’s profile is a platform action. It does not automatically terminate the agreement or satisfy any notice, payment, or other contractual obligations.

Review the Agreement

Before starting the deactivation process:

1. Confirm the contractor and proposed end date.
2. Review the applicable agreement.
3. Check the termination and notice requirements.
4. Confirm any outstanding deliverables.
5. Determine whether any final payments or adjustments are required.

RemoFirst does not determine a client’s legal obligations without considering the applicable agreement and country-specific circumstances. Seek independent legal advice when necessary.

Review Outstanding Work and Payments

Before deactivating the contractor, we recommend reviewing all pending items to ensure no unresolved matters remain. Please check for:

• Unsubmitted or pending timesheets
• Open milestones
• Pending expenses
• Automatic draft payments
• Unpaid or disputed invoices
• Final payment periods or one-time adjustments

Approve, reject, or correct outstanding items as appropriate. This step helps ensure that all financial and work-related matters are addressed prior to deactivation.

Complete Final Payment

Before deactivation:

• Confirm that all final work items and payment adjustments have been submitted.
• Review and approve the applicable items.
• Generate the final invoice.
• Fund the invoice using the current payment instructions and exact reference displayed in the platform.
• Confirm that the payment has been successfully reconciled.
• Verify that the contractor’s final payout has been completed.

Important: Do not deactivate the contractor before generating the final invoice. A new invoice cannot be generated after the contractor’s profile becomes Inactive.

If a final payment is already processing, contact Contractor Success before deactivating the profile.

Deactivate the Contractor

Once the engagement and final payments have been closed:

1. Go to People.
2. Find and select the contractor.
3. Open the contractor’s profile.
4. Select Actions in the upper-right corner.
5. Select Deactivate.
6. Review the confirmation message and select Deactivate again.

Once completed, the contractor’s status will change to Inactive.

Final checklist

Before completing the process, confirm that:

• The applicable notice requirements have been addressed.
• Final deliverables have been completed or documented.
• Timesheets, milestones, and expenses have been reviewed.
• The final invoice has been generated and funded.
• The contractor’s final payout has been completed.
• There are no unresolved disputes or support requests.
• The contractor’s profile has been changed to Inactive.

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, intended end date, and details of any outstanding payments or work items.