Who uses the Contract Entry Checklist and completes Contract Entry?

• A. Sales Consultant (SC)
• B. Transition Support Services (TSS)
• C. CSS team
• D. HR Admins

Answer: (B)

Understanding who handles contract-entry tasks helps you see how the workflow stays organized during transitions. The Contract Entry Checklist is used by the team responsible for guiding a client or employee through the transition and ensuring all necessary contract details are captured accurately before the record is created in the system. This typically includes basic but essential information like start date, role or title, compensation details, benefits eligibility, tax status, work location, and contract type. By following the checklist, the Transition Support Services team ensures nothing is missed, standardizes the data collected, and reduces errors, which keeps the onboarding or transition smooth and compliant.

The Sales Consultant initiates or negotiates the contract but does not complete contract-entry tasks. The CSS team focuses on client services support rather than entering contract data into the system. HR Admins handle broader HR administrative duties, but the specific contract-entry step during transitions is owned by Transition Support Services, which is why they complete the Contract Entry.