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Two controls on a contractor’s engagement help you wind things down: the offboarding action in the ⋯ menu at the top of the engagement, which manages the contractor’s exit, and a Wrap up this engagement card for closing a completed one-off. Each appears only when it applies.

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Offboarding a contractor

The offboarding action appears in the ⋯ menu when the contractor is set up to receive payouts with your company and the engagement is still open (not completed or cancelled). What it says depends on where the contractor is in the lifecycle, and choosing it opens a window titled Offboard and the contractor’s name.

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Schedule an exit

When the contractor is still active, choose Offboard contractor from the ⋯ menu to schedule an exit date:
1

Pick an exit date

Pick an Exit date. It must be in the future (the earliest you can choose is tomorrow). The contractor stays active until that date.
2

Enter a reason

Enter a Reason for the offboarding.
3

Click Offboard contractor

Click Offboard contractor.
Both fields are required. If you skip one, you’ll see “Choose an exit date.” or “Enter a reason for offboarding.”

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Cancel a scheduled exit

Once an exit is scheduled, the ⋯ menu offers Cancel offboarding. The window says an exit is scheduled and has a Cancel offboarding button. Cancelling keeps the engagement active.

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Reinstate a former contractor

If the contractor has already been offboarded, the ⋯ menu offers Reinstate, which opens a window with a Reinstate button to re-activate the engagement. In short, the action follows the contractor’s current state:

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Closing a paid one-off engagement

A Wrap up this engagement card appears only for a one-off engagement that is still open and has at least one paid invoice. It notes that the one-off engagement’s invoice has been paid and offers a Mark engagement complete? button. Clicking it opens a confirmation asking “Mark this engagement as complete? This closes out the one-off engagement.” Choose Mark complete to close it, or Cancel to back out.