Overview
The Contracts Table provides a centralized place to view, filter, manage, and export all your company’s contracts. In this guide, you’ll learn how to use the new Contracts Table features, including filtering by hire status, contract type, and date range, sorting your contracts, and downloading the contracts for further analysis.
☀️ Beta Note
Letting you know that the new Contracts Table is in Beta. To start using it, turn on the New Experience button:
Who Can Use This Feature?
The Contracts Table is available to all Worksome users who previously had access to the Contracts dashboard. For more details on permissions and roles, check our Permissions article.
Key Features of the Contracts Table
Filtering – Narrow down your list of contracts by hire status, contract type, date ranges, and workers.
Sorting – Sort your contracts by various attributes (start date, company name, worker name, job, or hire ID).
Worker Drawer – Quickly view a worker’s profile and activity, send messages, or offer a job without leaving the table.
Fullscreen Mode – Expand the Contracts Table to fullscreen for an enhanced viewing and management experience.
Download – Export your Contracts Table in CSV, Excel, or JSON format for easy sharing and reporting.
Key Benefits of the new design:
Clear Progress Tracking - Easily monitor the hiring stage of each worker in the process without the need to search through multiple pages.
Increased Efficiency - Hiring managers can quickly identify where each hire stands and take appropriate actions.
Improved Decision-Making - Enhanced visibility helps hiring teams stay informed and act promptly to move hires through the process.
With the Contracts Table, managing and tracking your workforce becomes faster, more transparent, and less time-consuming.
Using the Contracts Table
1. Filtering Contracts
In the new version of the Contracts Table, you can filter by:
Hire Status – Draft, Offered, Signed, Active, Ended, Terminated, Cancelled
Contract Type – PSC, SoW, PAYE, Sole Trader, Payroll, Unknown, Undetermined, Default, Classify.
Date Range
Start Date Range – Filter based on the contract’s start date.
Created Date Range – Filter based on when the contract was created.
Workers – Select specific workers to see only their contracts.
💡 Tip: You can select multiple filter criteria at once to find exactly what you need.
Hiring Status
Draft:
A hire will appear with the Draft status if there are pending approvals on a newly created hire. This status indicates that the hire hasn’t been offered yet and is not visible to the worker.
Status updates:
If the approval is denied, the hire status is updated to
Cancelled.If the approval is accepted, the hire status is updated to
Offered.
Note: If your company does not use the approval process, you won’t see the Draft status. In this case, all newly created hires will automatically have the Offered status.
Offered:
The hire is in the Offered status when the contract has been shared with the worker, and the conversation with the worker is open. At this stage, the worker has not yet signed the contract.
Note: In certain cases, when a hire moves to the Offered status, the worker may be blocked from signing due to various reasons, such as:
The hiring manager needs to select the contract type and complete the classification process
Pending background checks that must be cleared before proceeding
The Worker must fill out some additional details in their account
💡 If you notice that a hire has remained in the Offered status for an extended period without moving forward, click on “Manage Contract” to check why it is blocked and take the necessary action.
Signed:
The hire is in the Signed status once the contract has been signed by the worker. At this stage, the worker is fully ready to start working.
Active:
The hire is in the Active status once the contract has started and is currently within its specified timeframe. At this stage, the worker is currently working.
Ended: The hire is in the Ended status when the contract has naturally come to an end, and the end date has passed. This means the work is completed and no further action is required.
Terminated: The hire is in the Terminated status when the contract was terminated early by a Hiring Manager, before the initial end date.
Cancelled: The hire is in the Cancelled status when the contract was cancelled before the worker began working. The work has never started.
Hire Status Tag & Why it Matters
Seeing each hire’s status at a glance helps you quickly identify:
Which contracts are active vs. ended.
Which are awaiting signature (Offered).
Which have been cancelled or denied approval.
This improves visibility into your workforce and the overall hiring process.
2. Sorting Contracts
You can sort your contract list by:
Start Date
Company Name
Worker Name
Job
Hire ID
Sorting helps you quickly organize your contracts in the most relevant way for your workflow.
3. Worker Drawer
When you click on a worker’s name, a Worker Drawer appears on the right side of your screen. This drawer provides:
Profile & Activity – View key information about the worker, including recent projects and activity logs.
Offer Job – Initiate a new job offer directly from the drawer.
Message – Send the worker a direct message without navigating away from your Contracts Table.
4. Fullscreen Mode
For a larger, distraction-free view:
Click the Fullscreen button in the top-right corner of the Contracts Table.
Manage and review contracts in a maximized view.
Exit fullscreen mode when you’re done by clicking the same button.
5. Downloading the Contracts Table
Need to share or analyze contract data offline?
Click the Download button in the top-right corner of the Contracts Table.
Choose your preferred file format: CSV, Excel, or JSON.
Your download will start automatically, ready for further reporting or record-keeping.
This feature is currently in ☀️ Beta. Please share your feedback and any bug reports so we can continue to improve.
Need Help?
If you have any questions about the new Contracts Table or need assistance, please contact our support team via:
Chat: Click the chat button in the corner of your Worksome dashboard.
Email: hello@worksome.com