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:
Under the People menu, go to the Team tab, click the name of the contractor to go to the contractor’s 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."
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, click the name of the contractor to go to the contractor’s profile page.
On the right side of the page, click "Archive".
A modal will open and ask you to reconfirm and inform 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.
Detaching a contractor from a pay schedule
To remove a contractor from a pay schedule, you can choose from two options:
Contractor details page:
Under the People menu, go to the Team tab, click the name of the contractor to go to the contractor’s 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.
Pay schedule page:
Under the Payroll menu, go to the Settings tab, click the name of the contractor to go to the contractor’s details page
Scroll down to the "People" section, and tick 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.
Click "Update."
By detaching a contractor from a pay schedule, you ensure that no other payroll 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 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 name of the contractor to go to the contractor’s 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.
Questions? We’re here to help! You can find more of our guides here, reach out to us at support@plane.com, or use Plane's in-app chat.