Engagements

An engagement is the formal record of your working relationship with a company on a specific project slot. The Engagements page (/person/engagements) tracks every engagement through its lifecycle and is organized into three tabs reachable at /person/engagements/:tab.

📷 ScreenshotThe engagements tracker/person/engagements

Understand the lifecycle

Engagements move through a series of stages, shown as a status on each row:

1. Applied — You expressed interest (shortlisted) and the company is reviewing your profile.
2. Invited — The company has formally offered you the slot.
3. Accepted — You accepted the invitation.
4. On Track / At Risk — The engagement is active. "At Risk" flags a delivery or schedule concern.
5. Paused — Temporarily on hold (e.g. a project delay).
6. Completed — The engagement concluded successfully.
7. Terminated — Ended early after becoming active.
8. Withdrawn — You withdrew your application before it became active.

Navigate the tabs

Goal: Find engagements by where they are in their lifecycle.

• Active (/person/engagements) — On Track and At Risk engagements.
• Pending (/person/engagements/pending) — Applied, shortlisted, and invited engagements.
• Completed (/person/engagements/completed) — Completed, terminated, and withdrawn engagements.

The KPIs at the top summarize your monthly run rate, active contracts, pending / overdue invoices, and average hourly rate.

📷 ScreenshotThe pending engagements tab/person/engagements/pending

Respond to an invitation

Goal: Accept or decline a slot the company has offered you.

1. Open the Pending tab and find the engagement marked Invited.
2. Expand the row.
3. Click Accept Invitation to take the slot, or Decline to pass.

📷 ScreenshotAccepting or declining an invitation/person/engagements/pending

tip

Applied to a slot but changed your mind? Expand a pending application and click Withdraw Application.

Track deliverables, milestones, and finances

Goal: Manage the day-to-day of an active engagement.

1. On the Active tab, click an engagement row to expand it.
2. Review the expanded panel:
   • Deliverables — a checklist of deliverables and their completion status.
   • Next Milestone — the upcoming milestone, its due date, and a progress bar.
   • Financials — invoice status (Paid / Overdue / Draft), invoice ID, and a download.
   • Culture Fit — your overall fit score, the four archetype alignment bars, and constraint checks.
   • Time Log — log hours when the company is connected to time tracking.

📷 ScreenshotExpanded engagement details with deliverables and financials/person/engagements

Financial tracking

The platform tracks engagement hours, rates, and invoice status. Automatic payouts (Stripe Connect) are in development; until then, payment processing happens outside the platform.