Simplify Freelancer Agreements with Worksuite's New Configurable Agreement Feature


Managing independent contractor agreements and NDAs can be a time-consuming task, especially when you're working with a large number of freelancers. 

In the past, it involved significant administrative coordination, endless emails, and updating contract templates manually. 

However, Worksuite's latest feature, "Configure Your Own Agreements," revolutionizes this process by providing an integrated e-signature solution and automated workflows. 

This article will guide you through the benefits of this feature and explain how to configure your own agreements for seamless freelancer onboarding and compliance.


TABLE OF CONTENTS



Benefits of Configuring Your Own Agreements


  • Stay Compliant at Scale: Worksuite allows you to upload a reusable contract template, configure the necessary fields, and automate the signature collection process. This one-time setup saves countless hours and ensures compliance with legal requirements.

  • Customize Your Configuration: With Worksuite, you have the flexibility to choose where specific details such as dates, names, addresses, and more appear in the contract. Additionally, you can pre-fill data that you already collect, streamlining the agreement creation process.

  • Save Clicks and Mental Switching Costs: Worksuite simplifies signer selection by providing a dropdown menu that pulls from your database. This feature eliminates the need for manual data entry and reduces the time spent on administrative tasks.

  • Maintain Safety and Security: Rest easy knowing that Worksuite handles the sending and signing of agreements on your behalf. The system ensures that the right agreements are sent and signed securely, maintaining confidentiality and compliance.

  • Focus on What Matters: By automating the agreement process, Worksuite frees up your time to focus on building relationships with your freelancers, nurturing your talent network, and growing your business instead of getting caught up in paperwork.


How to Configure Your Contracts for E-Signature


Note that a limitation of the UI is not being able to update an agreement after you configure it. If it's an agreement that needs constant update, you can send it to [email protected] to configure it from the backend.


Follow these simple steps to configure your contracts for e-signature within Worksuite:

  1. Navigate to Settings: Log in to your Worksuite environment and go to the Settings section.

  2.  Access Agreements: In the Settings menu, select "Agreements" and click on "Add Template."

  3.  Choose Agreement Type: Select the appropriate agreement type from the available options.

  4. Upload Agreement Template: Provide an Agreement Name, upload the relevant agreement file, and choose any necessary Merge Fields from the dropdown menu (e.g., First Name, Last Name, Address).
  5. Set Up Agreement: Click the "Setup Agreement" button to proceed.
  6. Customize Fields: Use the drag-and-drop functionality to add Signature Fields and Merge Fields as required.

  7. Save and Send: Once you have configured the agreement template, it is ready to be sent for e-signature.


Note there are certain fields you can't map from your side: Custom Job Opening and Custom Task fields. If you have an agreement that requires such fields, please send us an email through our Support Widget or at [email protected] to configure the agreement from our side.



How to Include Agreements in Onboarding Workflows:


To incorporate the Agreement Template into your onboarding workflows, follow these steps:


  1. Access Onboarding Module: Within your Worksuite environment, navigate to the "Onboarding" module.

  2. Edit Workflow: Find the workflow you want to modify or create a new one.

  3. Click on the three dots on the right side and select "Edit Workflow."

  4. Add Stage: Within the workflow editor, add a new stage and choose "Sign agreement" from the dropdown menu.

  5. Select Agreement Template: Choose the Agreement Template you configured earlier from the available options.

  6. Save Changes: Once you've made the necessary selections, save the changes to update your automated workflow with the latest and compliant contract.


Important: note that adding a New Template Agreement to a Workflow will trigger the agreement to be sent to everyone. If you don't want this please duplicate the worflow and add the new template there. You would start using the new duplicated workflow instead of the previous version.


Worksuite's new Configure Your Own Agreements feature empowers you to streamline the freelancer onboarding process and ensure compliance with ease. By leveraging the integrated e-signature functionality and automated workflows, you can save significant time and effort, allowing you to focus on building strong relationships with your freelancers. 


Take advantage of this powerful feature and experience the convenience and control it provides!


Support/Resources

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