Consultant Agreement Request

Create a Consultant Agreement Request

Prerequisites

Before submitting a Consultant Agreement request:

You must have an active employee account.

The consultant must be set up as a business partner on the selected program.

Navigate to Requests Module.

Click Add Request.

Select Consultant Agreement as the request type.

Complete the required information.

Field	Description	Required	Example
Subject	A short title describing the request.	✓	Consultant Agreement - Data Migration Specialist
Due Date	The expected completion or review date for the request.	✓	October 9, 2026
Priority	Indicates the urgency of the request.	✓	Medium
Description	Additional details or reason for the request.		Engaging an independent consultant for data migration on the program.

Field	Description	Required	Example
Program	Program the consultant will work on.	✓	OPP TEST UAT 2
Prime Contract Name / Prime Contract Number	Prime contract of the selected program.	Auto
Consultant	Consultant business partner. Only consultants on the program are listed.	✓	Honda
Consultant’s POC	Point of contact at the consultant.	✓	Sarah Han
Hourly Rate	Rate paid to the consultant per hour.	✓	$95.00
Allocated Hours	Hours allocated under the agreement.	✓	480
Start Date / End Date	Dates the agreement is in effect.	✓	10/19/2026 - 03/31/2027
Program Description	Scope of the consultant’s work.		Migrate legacy HR and payroll data into the new platform.

Click Add to send the request for approval.

After approval, the agreement is listed in Contracts > Contract Management > Internal Consultant.

Create a Consultant Agreement Request