Managing freelancers is a critical part of project execution in ActionAtlas. When adding or removing freelancers, it's important to properly handle contracts and financial obligations to ensure clear accountability and accurate project budgeting.
Adding Freelancers to a Project
Step 1: Navigate to the Project
Open the project where you need to add a freelancer.
Step 2: Click on the "Talent" Tab
Select the "Talent" tab from the project navigation menu.
Step 3: Click on the "Freelancers" Subtab
Select the "Freelancers" subtab within the Talent section.
Step 4: Click on "+ Add Freelancer"
Click the "+ Add Freelancer" button at the top of the section to begin the process.
Step 5: Search for a Freelancer
Use the search functionality to find freelancers by name, skills, or rate.
Step 6: Click "Add" to Confirm
Click the "Add" button to create the work order and add the freelancer to your project.
Removing Freelancers from a Project
When a freelancer needs to be removed from a project, ActionAtlas provides a workflow to properly close their contract, including handling any remaining financial obligations. This ensures that freelancers are fairly compensated for work completed, even if they leave a project early.
Step 1: Navigate to the Project
Open the project where the freelancer needs to be removed.
Step 2: Open the Talent Tab
Click on the "Talent" tab in the project navigation menu.
Step 3: Find the Freelancer
Locate the freelancer who will be removed from the project in the freelancer list.
Step 4: Select the Freelancer
Click on the checkbox to the left of the freelancer's name. When selected, the "- Remove" button will appear at the top of the list.
Step 5: Click on "- Remove"
Click the "- Remove" button to initiate the removal process. A popup window will appear with contract details and compensation options.
Step 6: Review Contract Details and Answer Questions
The popup will display the following information and questions:
- Freelancer Details: Name, rate, and total contract amount
- Compensation Question: "Will [Freelancer Name] be compensated for time worked?" (Yes/No)
- Payout Amount: If compensated, enter the dollar value to be paid
- Last Day of Work: Select the date when the freelancer's work will end
Step 7: Click "Remove" to Confirm
After reviewing all details and answering the questions, click the "Remove" button to complete the process.
Note: If the freelancer is owed a contract amount, their details and the amount will remain visible on the Project Financials tab for accurate budget tracking and payment processing.
Financial Implications
When removing a freelancer from a project, there are several important financial considerations:
- Partial Payments: If a freelancer has partially completed work, you can specify a prorated payment amount
- Contract Closure: The system will automatically close the freelancer's work order when they're removed
- Financial Reporting: All payments made to the freelancer will be accurately reflected in project financials
- Budget Impact: Any changes to freelancer compensation will automatically update project budget projections
Important: Always ensure appropriate compensation for work completed before removing a freelancer. This maintains good relationships and protects your organization's reputation in the freelance community.
Need Help?
Our support team is available to assist with freelancer management questions.
Contact Support