How to create a (Master) Contract

Last updated: March 13, 2026

Managing recruitment agency contracts efficiently is crucial for maintaining consistent terms and fee structures across your organization. SmartRecruiters' master contract feature helps standardize your agency relationships and streamlines the contract management process.

Why Use Master Contracts?

  • Standardize agency fee structures

  • Maintain consistent payment terms

  • Streamline agency onboarding

  • Enforce compliance across all agency relationships

  • Reduce administrative overhead

  • Centralize contract management

Prerequisites

  • Permission for your role to manage master contracts

  • Understanding of your organization's fee structures and payment terms

Step-by-Step Process

1. Accessing Master Contracts

  1. Navigate to https://smartrecruiters.com/app/home/

  2. Click on your profile icon in the top-right corner

  3. Select "Settings" from the dropdown menu

  4. Scroll down and click Master Contracts

2. Creating a New Contract

  1. Click the "Create contract" button

  2. Enter the contract details:

  • Contract name (make it descriptive and clear)

  • Select fee currency

  • Choose contract type (Permanent/Freelance/Secondment jobs)

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3. Configuring Fee Information

  1. Set up the fee structure:

  • Choose structure type (Percentage/Fixed/Custom)

  • Enter fee details

  • Specify payment terms (in days)

  • Define payment timing options

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4. Setting Up Payment & Restitution Terms

  1. Configure payment terms

  2. Set restitution conditions

  3. Define guarantee periods

  4. Establish exclusivity terms if applicable

6. Finalizing the Contract

  1. Upload the previously signed document

  2. Click "Save" to store the contract

Best Practices

Naming Conventions

  • Use clear, descriptive names

  • Include region or contract type if applicable

  • Add version numbers if needed

Contract Management

  • Review contracts periodically

  • Update terms as needed

  • Document changes and reasons

  • Maintain version control

Troubleshooting Common Issues

  • Invalid currency selection

  • Fee structure conflicts

  • Payment term inconsistencies

  • Agency assignment errors

Security Considerations

  • Verify all contract terms before saving

  • Double-check agency assignments

  • Document all changes

  • Maintain audit trail

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