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How to change a Resource's legal Agency?

Written by Charlie Troccaz
Updated over 3 weeks ago

Sometimes, one of your resources may be transferred from one Agency to another. Here are some guidelines to properly manage this in Boond.

Here are the steps to follow to perform an Agency change:

  1. From the Administrative tab of the resource > Click on their current HR contract and specify an actual end date at the time of the Agency change.
    It is preferable to indicate an end date as the last day of the month.

  2. From the Information tab of the resource > Reassign the desired Agency from the Agency section

    Capture_d_e_cran_2020-07-20_a__16.47.26.png


    And save.

  3. Back in the Administrative tab > Create a new contract and complete it as usual.

    Capture_d_e_cran_2020-07-20_a__16.53.30.png

  4. And save.

Warning: you must not create a "new amendment" but a new contract.

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