Key Fields
Here's what each field on a contract means and why it matters.
Contract type
What kind of agreement this is. See Contract Types for the full breakdown.
Start date
When the contract takes effect. This date is used in reporting and determines when someone's leave balance starts accruing (depending on your workspace settings).
Required.
End date
When the contract expires. Leave this blank for ongoing, open-ended contracts.
If a contract has an end date, WORKloom can alert you as it approaches — so you're not caught off guard.
Optional.
Status
A contract can be:
| Status | What it means |
|---|---|
| Active | Currently in effect |
| Upcoming | Start date is in the future |
| Expired | End date has passed |
| Terminated | Ended early |
Status is updated automatically based on dates, but you can also terminate a contract manually.
Notes
A free-text field for anything that doesn't fit elsewhere — special terms, reference numbers, links to documents.
Notes are internal only. Members can't see them unless you have view permissions enabled for their role.
Key things to remember
- Always set a start date
- Use end dates for fixed-term contracts — it helps with alerts and reporting
- When something changes, end the old contract and create a new one rather than editing history
:::warning Common mistake Editing an active contract's start date to reflect a new arrangement. Create a new contract instead — it preserves an accurate history and avoids confusion in reports. :::