How to Set up a Contractor Agreement at Remofirst

This guide will walk you through the steps to set up a contractor agreement seamlessly.

Whether you want to create a compliant contract from scratch or upload your own custom agreement, Remofirst provides the tools to streamline the process and ensure legal compliance.

Alternatively, you can access the Contract Creation Tool while adding a new contractor to the platform. 

See the full guide here: How to add contractors to your team on the Remofirst platform

Step 1: Accessing the Contract Creation Tool

  • Log in to your Remofirst account and navigate to the "Agreements" tab.
  • Click on the Create new contract button

Step 2: Fill in the Details for the Contract

Once inside the Contract Creation Tool, you'll be prompted to fill in the details for the contract agreement.

  1. Contractor Details: Select the contractor from the list and make sure that the prefilled country is correct. If not, you can easily select the correct option. You can also specify the Region/State/Province if it is applicable.
  2. Contractor Job Details: Specify the Job title by typing it in the field and selecting the suitable title from the provided list. 
    Once selected, the scope of work will be prefilled in the field below. You can edit the scope of work as needed to align with your specific requirements.
    If needed, specify the Department below. Please note that this field is optional.
  3. Compensation: Define the compensation structure, including Contract terms, dates, rates, and payment frequency. 

    Please note that if the Contract term is Fixed term, then you will need to provide the End date of the contract
  4. Review and Confirm Client Company Information: Ensure that your company's information is accurate and up-to-date. Review and confirm the details before proceeding.
    Please provide the registered company name specified in your legal documents. Using a non-compliant name will invalidate your contract.
  5. Confirm Signatory from Client Side: Designate the authorized signatory from your company who will be responsible for signing the contract. 
    1. Select "Yes", if you are the authorised signatory for this contract 

    2. If another person from your team will be signing this contract, please select "No" as an option and choose whether you want to select the manager added to the platform or to invite the new on the platform
      Provide the full name and email of the new manager if you need to invite them to e-sign the contract
  6. Review Agreement and Send: Review the entire agreement details to ensure accuracy and completeness. If any changes are needed, click on the Edit button and update the information from here.

    Once satisfied, click on Confirm and Preview to send the contract for review and signature. 

Please note that once the button is clicked, both client and contractor information will be put in the contractor agreement.


Step 3: Signing Contract with E-Sign

Once confirmed, the new window will be opened for you to start the e-signing process

  • Review the entire agreement to ensure accuracy and completeness and click on Get started. 
  • Put the signature and enter your full name  
  • Once completed, click on Continue and then on the I agree button
  • Confirmation: Once agreed, the contract is legally binding and will be shared with the contractor for e-signing.
      Once it is signed from your side, the email will be sent to the contractor. They will be invited to sign the agreement. Once they sign it, you will be notified by email.
      You can also monitor the progress via the Agreements section. To navigate to the Agreements tab, click on the Continue button.

Once it is signed by the contractor, the status of the agreement will be changed to Signed and will be moved to the Signed agreements tab.