Workflow of terminating a contract. For your guidance and strict compliance effective April 20, 2023

Below are the steps to be taken for Contract Cancellations after exhausting all reasonable measures in Service Recovery:

1. CRE must update the profile on Bullhorn and create an FD ticket using the template in the EOC Report. The ticket must be assigned to the Compliance Officer.
2. Compliance Officer must finalize the timesheet within 1-2 business days after the staff's last day of work and deactivate the staff's account in Teramind.
3. Upon completion of timesheet adjustments, Compliance Officer must assign the ticket to the Accounts Specialist (it's only either Azel or Rona) - here is the most updated list of Accounts Team's Client Assignment. Make sure to add an Internal Group and select Monica Estavillo under Internal Agent. Please refer to below screenshot as sample:
4.  
5. Accounts Specialist to issue a Final Invoice to the client and collect payment.
6. Monica to indicate the Last Pay computation in the ticket and tag the CRE.
7. CRE to send the Certificate of Undertaking (CoU) to the Remote Contractor for signature via SignWell. CRE to attach the signed copy of the CoU to the ticket and tag Monica.
8. Monica to release the Last Pay to Remote Contractor after confirmation that client's Final Invoice has already been settled, and leave a note on the ticket tagging the CRE for confirmation that the Last Pay has been successfully released before closing the ticket.

FOR CREs - HOW TO CANCEL ACCOUNT in BULLHORN

Go to Bullhorn

Bullhorn details: https://app.bullhornstaffing.com/

Username: OS.RStaff

PW: RemoteStaff2023!

1. Enter the staff name for EOC in the search bar.

2. Select the placement number under placement 

 3. Change the status from Active to Terminated or Resigned depending on the reason of termination

4. Select the date of termination to system cancellation date 

5. Add the whole EOC report in the Notes Tab

To add notes

1. From Action menu on the upper right, select add notes, copy paste the EOC report and to close action should be general then save

Processes involving Compliance Data Analyst on End to End Process

1. Compliance must check the FMI tracker on a daily basis.
2. Follow the actions needed for CDA in Process after receiving new Client-Staff Relationship
3. Once contract started, CDAs to monitor daily attendance
4. Report to CRE's idle screenshots and repeat offenders for tardiness and absenteeism
5. CDAs to take note of received notification from Busybee, Freshdesk and notifications via Triad 
6. Call Remote Contractors for running Lates or no Login )from 30 minutes to 2 hours of no login, should be declared as absent and Inform Client (IC) 
7. Notify CREs via triad
8. Monitoring of disconnected staff from Teramind
9. CDA to adjust timesheet on weekly basis
10. CDA finalization of timesheet for payroll
11. CDAs will receive EOC tickets for final timesheet adjustment
12. Assign to Accounts > payroll 
13. Update Teramind
14. For account suspension, follow this KB.

Understanding the Importance of Reminding Clients on changes in Terms and Conditions for Backorders

- Service Agreement 

It is important to understand that all facing clients should be confident in discussing the Service Agreement. To bridge the gap of confusion of client on what were the "Changes"