How to Exit Contractors

How to Exit Contractors

When contractors are no longer engaged with the organisation, an end date and termination reason must be recorded to exit them from the system. This topic describes the exit process for contractors in CareVision.

Keywords: contractor exit process, contractor termination carevision, end contractor record system, contractor offboarding steps, carevision contractors module, contractor termination reason, contractor end date setup, contractor documentation management, contractor profile notes carevision, contractor system exit procedure

I. Recommended Practices Before Contractor Exit

1. Unschedule or Cancel a Booking
2. Re-allocate a Booking
3. Check Preferred Worker Assignments
Info
For detailed steps, see related documentation: Staff Exits.

II. Record Termination Date and Reason

1. In the left navigation panel, go to People > Contractors.
2. From the list, select the contractor you want to exit
3. Set the Contractor End Date to the agreed date of termination.
4. Specify the Contractor Termination Reason for record-keeping and reporting purposes.
5. Click Save Changes to apply and confirm the update in the system.

III. Add Resignation Letter or Notice as a Note

If the contractor has provided a resignation letter, file it as a note.
1. On the contractor’s profile, click the Notes and Forms section.
2. On the contractor’s profile, click the Notes and Forms section
3. Complete the Create Case Note form
  1. In the Case Note Type field, select the appropriate category for HR or staff exit purposes.
  2. Add a title for the note.
  3. Provide a description with relevant details about the exit.
  4. Attach a PDF or image of the resignation letter.
  5. Click Save.

Info
See related documentation: Contractor (Add-On Module)

For more information about contractor exit processes, contact the CareVision Support Team.

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