Welcome Salesforce Managers!

MBO Partners, the independent workforce solutions leader, helps Salesforce offer the most efficient and appealing engagement environment possible for its valued contractors and consultants. MBO's flexible engagement services ensure that Salesforce can manage contractor relationships efficiently while staying compliant with contractor-related regulations. MBO also provides contractors the highest level of advocacy and support throughout their Salesforce assignments. (Learn about MBO's engagement services at the bottom of this page.)

Please note: Because MBO administers expense reimbursement, it uses its own expense policy and requires receipts and log entries for every expense.

Update an existing PO budget and/or end date

If you need to update the PO's end date ONLY:
Email the following information to salesforce@mbopartners.com.

• Contactor's name
• PO number
• Start date
• New end date

If you need to modify the PO's budget AND the end date:
Email the following information to salesforce@mbopartners.com.

• Contactor's name
• PO number
• Start date
• New end date
• Current PO budget
• Increase Amount
• New requested PO budget
• CC/BU
• On who's behalf are you submitting this request?

Extending system access

The contractor's manager is responsible for extending badge/system access as the manager will receive email notifications advising when the contractor is "de-provisioned" and lose all access.

To do so, login to the Concierge tile (available on Aloha page) and submit ticket that reads, "Please extend SF badge/system access for [contractor's name] through [date]."

Create a NEW PO/budget for an existing contractor

Complete the "New Independent Contractor Referral Form" for the MBO Team to raise a new PO/budget on the manager's behalf.

To refer a contractor to MBO, complete this referral form. (This is also available on the StaffUp page on Aloha. Select Independent Contractor / get started "referral form.") Once you submit project details (such as total budget, rate, start/end date, cost center, business unit, etc.), MBO will contact the worker to begin the onboarding process. MBO also uses the information you provide as documentation to submit for the budget in Coupa.

When completing the form:

• Only include a "contractor's expense budget" if one is supplied for his/her work. If you provide one, add this amount to the "total approved budget" (i.e., Expense Budget + Labor Budget = Total Approved Budget).

• Salesforce typically covers the MBO fee, but doing so is at your discretion. If you do, check the "Salesforce Covering MBO Fee" box.

• Salesforce Legal will not allow former Salesforce full-time employees to come back as contractors until six months after their last day at Salesforce. After that, Legal will review each referral on a case-by-case basis.

• Contact Chris Farmer at the Salesforce program office if you have questions on the process.

MBO directs Salesforce-referred contractors into one of three engagement services depending on their characteristics, expectations, and business qualifications:

• Vendor Services, a business-to-business engagement service for independent professionals who meet Salesforce's criteria to engage as qualified vendors. Independent professionals interested in engaging through Vendor Services must pass a qualification evaluation during the onboarding process. MBO invoices Salesforce for approved time/expense submissions and pays contractors upon receipt of Salesforce's payment.

• Business Services, a unique engagement alternative for independent professionals who wish to work as compliant independent business owners (LLCs or corporations) but need assistance meeting and maintaining the appropriate credentials to do so. Independents engaged through Business Services enjoy the freedom and flexibility of operating an independent business at less cost and with less administration than doing it alone.

• Payroll Services, a conventional W-2 payrolling solution for hourly workers who do not consider themselves true independent business practitioners. Note that overtime applies; as a result, you must accommodate for anticipated overtime costs in your Purchase Order. MBO pays contractors weekly from the onset of their assignments.

MBO Partners
Team Salesforce
salesforce@mbopartners.com

Salesforce
Chris Farmer
cfarmer@salesforce.com