Tech Support

Agreements

Consulting Agreement

  • Create the Consulting Agreement in Pandadoc
    • Go to Templates in the left menu
    • Open the Employee Agreements folder
    • Click on the ‘Pit Pay Inc. Consulting Agreement’ to open the template
    • Click “Use this template” button at the top right
    • Select the Pit Pay signer (make sure all info for the Pit Pay Signer is filled out)
    • Enter the info for the Consultant signer – Email, First Name, Last Name, then click “See more fields” and enter Address, then click “Continue”
    • Click the variables button in the menu just to the right of the document
      • Variable screenshot
    • Scroll down to the empty/highlighted ‘Consultant.Fee’ field and type the contractor’s hourly rate, then find the “Signature Page Follows” variable and type “Signature Page Follows”
    • Look through the document to make sure all the fields have been filled in properly and are aligned
      • You may have to line some of the data fields up after the data populates (drag & drop)
    • *YOU WILL NEED TO ADD/EDIT THE CONSULTANT’S DUTIES TO EXHIBIT A”
      • This is on the final page. Edit/add the text as needed by clicking on the text you want to edit. This is where you need to explain what the consultant will be doing.
    • Click “Send”, then “Send via email” and then when it asks for the document name, add ”- Consultant Name” to the end of the existing doc name.
  • Once the agreement has been signed, you can save it to Box
    • Go to “Employee Docs”
    • Create a subfolder with the new employee’s name and save the document inside of it

Proprietary Information Agreement

  • Create the Proprietary Information Agreement in Pandadoc
    • Go to Templates in the left menu
    • Open the Employee Agreements folder
    • Click on the ‘Pit Pay Proprietary Information Agreement’ to open the template
    • Click “Use this template” button at the top right
    • Select the Pit Pay signer (make sure all info for the Pit Pay Signer is filled out)
    • Enter the info for the Consultant signer – Email, First Name, Last Name, then click “See more fields” and enter Address, then click “Continue”
    • Look through the document to make sure all the fields have been filled in properly and are aligned
      • You may have to line some of the data fields up after the data populates (drag & drop)
      • On the final page, Exhibit A, all of those should be fields that are fillable by the Consultant when they sign
    • Click “Send”, then “Send via email” and then when it asks for the document name, add ”- Consultant Name” to the end of the existing doc name.
  • Once the agreement has been signed, you can save it to Box
    • Go to “Employee Docs”
    • Go to the subfolder with the new employee’s name and save the document inside of it