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How to turn an internal resource into an external resource?

Written by Charlie Troccaz
Updated over 3 weeks ago

In BoondManager, it is strongly discouraged to turn an internal consultant into an external one and vice versa. To properly manage the change of type of a resource, from internal to external or the other way around, the best practice is to:

  1. set an end date for their contract

  2. set the resource that is changing type to the "Exit" state

  3. recreate the resource (with the same name) using the new type

  4. establish a new contract.

Note

HR contracts / Subcontracting are based on the type of resource to determine the Average Daily Cost (ADC):

  • For an external consultant, the daily rate will be used.

  • For an internal consultant, their salary and any contractual benefits and expenses will be used.

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