All Collections
For Customers
Managing contractors
How to create a new contract for contractors
How to create a new contract for contractors

How do I edit a contract and add a special clause to the contract for existing contractors?

Updated over a week ago

When adding a new contractor, you'll have the option to add your own addendum to the contract in section 2. Compliance. 
If you want to edit or add a special clause for an existing contractor, you will need to create a new contract.

To create a new contract:

  1. 
Under the People menu, go to the Team tab and click the name of the contractor to go to the contractor’s details page.

  2. Scroll down to the Documents section and click the 'Contracts' link. (Note: Alternatively, you can also click 'View' in the Contract section on the right-hand side of the page.)

  3. In the upper right corner of the Contracts page, click Create new contract.
’

  4. A ‘New contract’ window will open. Complete the fields for the new contract, including the Contract start date and Scope of work, and click 'Create contract.'

Once you review and sign the contract, it will be available in the contractor's profile to sign. (Note: If you create another contract for the same contractor before they have signed a previous contract, your signature from that previous contract will be withdrawn when you create the new contract.)

After the contractor signs the new contract, you can terminate the former contract.

Adding contract addendums and special clauses

You can add addendums and special clauses when creating a new contract. Those options are available in the Attachments section of the New contract window.

When an additional document or addendum is attached to a contract, it is visible to contractors when they preview the contract for signature. Contractors can also see the attached document in the Documents section of their profile page once the contract has been signed by all parties.

To terminate a contract:

  1. Under the People menu, go to the Team tab, click the name of the contractor to go to the contractor’s details page.

  2. Locate the Contract section on the right-hand side of the page, and click ‘View.’

  3. Click the arrow to the right of the contract that you’d like to terminate.

  4. 
Click on the three purple dots in the top right corner of the contract page and select ‘Terminate.’ Click ‘Yes, terminate agreement.’

If you have any questions, don't hesitate to reach out to us at support@plane.com, or use the live chat option at manage.plane.com.

Did this answer your question?