Terminating the agreement/contract only
If you'd like to terminate an existing Plane-generated contract but not the contractor, please follow the steps below.
To terminate the contract with a contractor:
Under the People menu, go to the Team tab, click the contractor's name to go to their profile page.
Click on the Documents tab.
Locate the contract you want to terminate and click the arrow on the right side.
Click on the three purple dots in the top right side of the contract page and select "Terminate." Click "Yes, terminate agreement."
ℹ️ Important Information: If the contractor was attached to a payroll you'll need to remove them manually if you won't archive them. See the section below titled "Detaching a contractor from a pay schedule."
Terminating a contractor
If you no longer work with a contractor, you can go ahead and terminate them. This option can be used if you want to keep the contractor's profile in the People tab but want to terminate the contractor. When terminating a contractor, you'll have the option to include the termination reason and update the termination date.
To terminate a contractor:
Under the People menu, go to the Team tab, click the contractor's name to go to their profile page.
On the right side of the page, click "Terminate."
A modal will open where you can specify the termination date, termination reason, and inform you what action will be taken when you terminate the contractor.
💡 Please note: If the contractor was attached to a pay schedule, they'll be removed once terminated. Any active contract will also be terminated on the selected termination date.
Click the "Terminate" button to confirm.
Archiving a contractor
After terminating the contractor, you can archive them so that they can no longer take actions in their account, such as submitting a payment request. Also, they will no longer show up on the list of active contractors.
To archive a contractor:
Under the People menu, go to the Team tab, click the contractor's name to go to their profile page.
On the right side of the page, click "Archive".
A modal will open, asking you to reconfirm, and informing you what action will be taken when you archive the contractor.
💡 Please note: If the contractor was attached to a pay schedule, they'll be removed once archived.
Click "Archive" button to confirm.
The archived contractor will see in their Plane account that their profile was archived. While they will be able to see historic account data, such as past payment requests and expense reports, they will no longer be able to submit new payment requests, new expense reports, or create other new documents.
If the contractor was attached to a payroll, you'll be notified that they'll be removed once archived. You won't need to manually remove them from the pay schedule if you archive them.
Removing a contractor from payroll
You have the option to remove a contractor from payroll if you no longer want to pay them on a set schedule.
To remove the contractor from payroll:
Under the People menu, go to the Team tab, click the contractor's name to go to their profile page.
On the right side of the page, click "Remove from payroll."
A pop-up message will show to reconfirm the action; click "OK" to confirm.
Questions?
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