Terminating the agreement
If you no longer work with a contractor you may want to terminate a contract with them. To terminate an agreement with a contractor:
Log in to your account and under the People menu, go to the Team tab.
Go to the Contractors tab and click the arrow to the right of the contractor.
Click on 'View' next to the Contract on the right-hand side of the page. If there is more than one contract, click the arrow to the right of the contract that you'd like to terminate.
In the Contract page, click on the three purple dots in the upper-right corner and select 'Terminate'. Click 'Yes, terminate agreement.'
If the contractor was attached to a pay schedule 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.
Archiving a contractor
After terminating the contract you can archive the contractor so that they can no longer take actions in their account, such as submitting a payment request, and so that they no longer show on the list of active contractors. To archive a contractor:
Under the People menu, go to the Team tab.
Select the contractor's name you'd like to archive.
On the contractor details page, click on the three purple dots on the upper right side.
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 or new expense reports, or create other new documents.
If the contractor was attached to a pay schedule 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.
Detaching a contractor from a pay schedule
To remove a contractor from a pay schedule, you can choose from two options:
People tab option:
Go to the People tab and locate the contractor. Click the arrow to the right of that contractor.
On the contractor's details page, locate the Pay schedule section and click 'Remove.'
Company tab option:
In the Company tab, click on ‘Pay schedules’ in the upper right-hand corner.
Scroll down to the People section, and select the checkbox(es) next to the applicable contractor(s).
Click ‘Update pay schedule’ at the top of the People section, and select 'None' as the pay schedule.
By detaching a contractor from a pay schedule, you ensure that no other payment will be sent to them automatically.
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 contract. When terminating a contractor, you'll have the option to include the termination reason and update the termination date.
Under the People menu, go to the Team tab and locate the contractor. Click the arrow to the right of that contractor.
On the contractor's profile page, click on the three purple dots on the upper right-hand side and select ‘Terminate.’
A modal will open and show you what action will be taken once you terminate the contractor.
If the contractor was attached to a pay schedule, they'll be removed once terminated. Any active contract will also be terminated within the termination period that had been set initially or the selected termination date.
Enter the termination reason.
Click the ‘Terminate’ button to confirm.