Update Contractor Tenure Policies
- Have thecontractor.tenure.editpermission.
- Have at least 2 tenure policies in your tenant.
You might need to assign a different tenure policy to a contractor. Example: If you created a new tenure policy for a particular job category, such as Technology, you can assign this tenure policy to contractors as needed. You can use Tenure Rules to assign a tenure policy automatically during onboarding.
Tenure tracing is tied to an individual's
Master Worker Record
. If a worker has worked for multiple vendors and their System Unique IDs
match and tie them to the same Master Worker Record
, then tenure calculations are done across vendors. Note that if you have the
contractor.bulk.update
permission, you also have the option to update or revert tenure policies in bulk. To do this, you can use the Bulk Update Contractors feature in the Bulk Update Wizard and set Dataset
to Contractors
and Select Update Action
to Update Tenure Policy
or Revert Tenure Policy
. See Create Bulk Updates. - Navigate to theContractorspage.Depending on your permissions, you can access this page directly from the VNDLY header or in the drop-down menu.
- Open the appropriate contractor.
- UnderQuick Links, clickView Tenure Status.
- ClickEdit.
- Select the appropriateTenure Policyfrom the drop-down.
- Enter a newTenure Start Dateif necessary.
- Update thePre-VNDLYandPolicy Allowsvalues as necessary.
- Enter one or moreRevision Comments.These display in theActivity Log.