What is an engagement?

An engagement is how you formalize a working relationship with a solution on Human Cloud. Once you've evaluated solutions through briefs or RFPs and decided who to work with, you create an engagement to manage the relationship — contracts, services, compliance, and billing all in one place.

Engagements are best for program leaders and operations teams who need to track active vendor relationships, manage service stacks, and maintain compliance.

Who is it for?

Role	How you use engagements
Program leaders	Create and oversee vendor engagements, manage contracts and compliance
Operations teams	Track services, health status, and purchase orders across engagements
Partners	Manage engagements on behalf of client organizations

How to create an engagement

Step 1: Start the engagement

Click the Engage button on any solution's profile page. This takes you to the engagement creation flow in My Cloud.

Step 2: Configure the engagement

Set up the details of your working relationship:

Field	Description
Solution	The primary solution you're engaging (pre-filled if you clicked from their profile)
Contract type	HC template, custom upload, or no contract
Terms	Scope, cost, timeline, start date, and notes
Services	Add services like EOR, IC verification, payroll, compliance, and more
Escrow	Optionally enable escrow with a specified amount
Purchase order	Link to an existing PO for billing

Step 3: Submit for approval (if required)

Depending on your organization's settings, engagements may require approval from a manager or admin before they become active.

Engagement lifecycle

Status	Meaning
Draft	Engagement is being set up, not yet submitted
Pending Approval	Waiting for organizational approval
Active	Engagement is live — services are being delivered
Paused	Temporarily on hold
Completed	Work is finished
Cancelled	Engagement was terminated

Service stack

Each engagement can include multiple services — both from the primary solution and from other solutions. Available service types include:

EOR (Employer of Record)
IC Verification
COI (Certificate of Insurance)
Payroll
Background Check
Compliance
AI Agent

Adding solutions to an existing engagement

If you have an active engagement and want to add another solution as a service provider, click the chevron next to the Engage button on any solution's profile. Your active engagements will appear — click one to add the solution as a service.

Health tracking

Track the health of each engagement with status indicators: Healthy, At Risk, or Critical. Add notes to document any issues or changes.

Brief vs RFP vs Engagement

	Brief	RFP	Engagement
When	Before you've decided	Before you've decided	After you've decided
Purpose	Get a quote	Evaluate capabilities	Manage the relationship
Best for	Hiring managers	Program leaders	Operations teams

Engagements: Managing Services & Contracts