The Worksome platform refers to freelancer, contingent worker, and independent contractor agreements as a “Booking Contract.” The default Booking Contract is between a company and worker. It is automatically generated in our platform when a worker accepts a booking on the platform. You can find our default Booking Contract and lots of other useful legal resources in our Legal Center. In this guide, we will show you all the ways that you can customize our contract to fit your business.
Hire details
When a hiring manager creates a direct hire in Worksome, they fill in the direct hire form and land on the Hire Details page, where the hire starts in Draft status until they choose to share it with the worker.
Hire details fields (worker-facing):
Role / job title
Role description and responsibilities
Rate and amount (with multi-currency support)
Start date / end date
Location preference (onsite/remote)
Work address
Internal fields:
Budget (setting)
Project
Custom fields (company/organisation-specific)
PO number (optional or required, depending on company settings)
Behind the scenes, this populates the hire record (company, freelancer, engagement type, contract type, compensation, compliance status) and the linked contract (job name/description, company legal details, payment terms, contacts). The person who creates the hire automatically becomes the hire owner.
Detailed information on how to create a hire offer is here.
While creating a contract Worksome offers multiple customization options:
Additional terms
A text field labeled "Additional contract terms" where you can add custom clauses.
Editing this field requires the worker to re-sign the contract
Documents
You can upload documents inside your account, and add those to contracts. This could for example be an NDA or a billing/timesheet guide. Those documents will be added as addendums to the contract and all external workers need to approve of them before accepting the contract. You would only need to upload files to documents, see screenshots below:
And add the documents to a contract:
Editing this field requires the worker to re-sign the contract
Custom invoice text
A text field that gets pulled onto invoices.
Editing this field does not require worker re-signature
Billing contact person
The billing contact specifically receives: invoice-booked notifications, regular payment notifications, and factoring payment notifications.
Scheduling contract changes
When you change an existing contract, you can choose when the change takes effect by setting an effective date in the contract drawer.]
No effective date, or today's date: the change takes effect as soon as it is signed.
A future date: once signed, the change is saved as a scheduled change. The current contract stays in force until the effective date, and the scheduled change then becomes the active contract automatically.
A signed, scheduled change does not pause payment requests. The worker can keep submitting payment requests under the current terms while the change waits to take effect.
Signature settings
Contract templates can be set up to require the worker's signature. When a signature is required, the contract only becomes active once it has been signed.
Draft watermark
Contract PDFs, including assignment confirmations and model agreements, can only be downloaded once the contract is active (signed). Until then, the contract can be reviewed on screen but not downloaded.
The on-screen review version shows a "Draft" watermark (the ticket lists the watermark as optional, so check it shipped and what it says); whether the download restriction applies to all contracts or only to templates where a signature is required; whether it applies to the company side as well as workers and suppliers.]
Payment terms, address and billing address, logo and business entity settings will be taken from whatever you have provided inside your company settings and can be changed by an admin in your account at any time, and will reflect on future contracts.
Any questions? Feel free to hello@worksome.com and we will be happy to help out! 📧