Who is this for?
This feature is available to all clients managing hires through Worksome. It's especially helpful for teams that require custom documentation, invoice adjustments, or internal contract tracking.
What you can do
Worksome allows you to tailor each contract by:
Adding supplemental documents alongside the Worksome Agreement
Editing contract fields, including invoice text and custom text
Managing internal-only information, such as job owners, budgets, and custom fields
Adding specific work schedule details, e.g., reduced workdays per week or monthly commitments, as custom terms.
All of these can be done directly from the Hire page.
Step-by-step guide
1. Edit contract details
To begin editing a contract:
Go to the Hire page
Click Manage > Edit contract details
📌 If the contract is already active, editing will trigger a re-signing process for the worker to agree to the new terms.
You’ll see the contract drawer open on the right-hand side. From here, you can:
Edit fields marked with ‘Edit’
Add Advanced fields (e.g. invoice text, billing person)
Attach supplemental documents
Add custom work schedule terms, such as weekly or monthly commitments, for better clarity.
Field | Description |
Job title and description | Defines the scope of services and role expectations. |
Start and end dates | Specifies when the engagement begins and ends. |
Rate and rate type | Hourly, daily, or fixed fee — plus currency and expected range. |
Payment frequency | Weekly, monthly, or upon project completion. |
PO number | Add internal billing references if needed. |
Location preference | On-site, hybrid, or remote. |
Milestones (if applicable) | Set up staged deliverables with tied payments. |
Worker classification | Legal classification (e.g., IR35, PAYE) is assessed based on input. |
Custom fields | Your organisation may have additional required fields (e.g. cost centre, business unit). |
🔒 Note: These fields can all be changed freely before hiring — once the contract is active, some become locked (see below).
2. Add Advanced Fields
To add an advanced field:
Open the contract drawer
Choose from available field types:
Custom Text
Custom Invoice Text
Billing Person
Add Files
To Add Files, you will need to scroll down to the Submit Documents section
Click Add more Files to upload new files
💡 Pro tip: You can configure your settings to automatically include certain documents with every contract.
4. Modify Internal Fields
Internal fields help you track internal data and are not visible to the worker. These may include:
Job Owners
Internal Budget
Custom internal fields
To update these:
From the Hire page, go to the Internal Fields section
Click Manage
Edit the fields as needed
Hit Save when you're done
Once you have pressed that, you will be able to edit the fields.
Things to keep in mind
Editing active contracts requires the worker to re-sign the agreement
Internal fields are for internal tracking only and will not be shown to freelancers
You can return to these settings at any time to make updates
🔔 What Happens After a Change Is Submitted?
Both parties are notified by email and in-app.
Once approved, the updated contract replaces the previous version.
🚫 What Cannot Be Changed After a Contract Is Signed
Some fields become locked once the contract is active. These include:
Field | Why it's locked |
Contract type (e.g., IR35 vs. PAYE) | Impacts legal and tax obligations |
Classification outcome | Determined by compliance flow; changing it requires a new contract |
Initial worker type (e.g., individual vs. agency worker) | Changes employment setup and platform handling |
If any of these need to be updated, you’ll need to end the current contract and create a new one.
Need help?
If you need assistance editing a contract or managing internal fields, reach out to our support team via chat or email us at hello@worksome.com. We’re happy to help!