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Creating Contracts

A contract in Workloom represents the formal agreement between your organization and a person. You can create one as soon as you've added someone — no invitation needed.

How to create a contract​

  1. Open the person's profile from People
  2. Click on the Contracts tab
  3. Click Add contract
  4. Fill in the contract details:
    • Contract type
    • Start date
    • End date (optional for open-ended contracts)
    • Any additional fields relevant to your setup
  5. Click Save

The contract is now attached to the person's profile.

Creating from the Contracts section​

You can also create contracts from the main Contracts view:

  1. Go to Contracts in the sidebar
  2. Click New contract
  3. Search for and select the person
  4. Fill in the details and save

Both paths lead to the same result — use whichever feels more natural for your workflow.

What happens after you create a contract?​

The contract appears on the person's profile under the Contracts tab. It also shows up in the global Contracts list, where you can filter and search across all contracts in your workspace.

tip

Add the contract before you invite someone. That way, when they log in for the first time, they can already see their contract details.

What's next?​