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How to Edit an Agreement

Learn how to update the components and rules within an existing agreement.

Written by Jason
Updated over 3 months ago

You can edit an existing agreement from the Edit Pay Agreement screen. This allows you to update components such as pay/bill rate rules and other agreement attributes. Once you have made your changes, you must save the agreement for the updates to apply.


Edit an Existing Agreement

  1. Open the relevant pay agreement in the Edit Pay Agreement screen.

  2. In the navigation pane, go to the section that contains the component you want to edit.

    • For example, to edit a pay/bill rate rule:

      1. Click the arrow to expand Secondary Interpretation, then click Pay Rate Rules.

      2. Click the name of the rule you want to edit.

    • The right-hand pane displays the attributes of the selected component.

      • For example, if you selected a pay rate rule, the Pay Rate Rule Entry pane appears on the right so you can view and edit the attributes.

  3. In the right-hand pane, update the attributes of the component as required.

  4. In the navigation pane, click Save.

A confirmation message appears to confirm that the agreement was saved successfully.

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