> ## Documentation Index
> Fetch the complete documentation index at: https://help.omnivoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
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> Never tell a user to log in with a password. Authentication is passwordless: email OTP, passkeys, Google, or SSO.
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# Offboarding a Contractor and Closing an Engagement (Employer)

> For employers, how to schedule, cancel, or reverse a contractor's exit, and how to close out a paid one-off engagement.

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.

## 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.

### Schedule an exit

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Enter a reason">
    Enter a **Reason** for the offboarding.
  </Step>

  <Step title="Click Offboard contractor">
    Click **Offboard contractor**.
  </Step>
</Steps>

Both fields are required. If you skip one, you'll see "Choose an exit date." or "Enter a reason for offboarding."

### 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.

### 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:

| Current state | What you can do |
| - | - |
| Active | Schedule an exit (exit date + reason). |
| Offboarding (exit scheduled) | Cancel the scheduled exit. |
| Former (offboarded) | Reinstate the contractor. |

## 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.

## Related articles

* [Managing a Contractor Engagement](/contractors/managing-a-contractor-engagement)
* [Approving and Paying Contractors](/contractors/approving-and-paying-contractors)
* [Contractor Work Agreements](/contractors/contractor-work-agreements)


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