Skip to main content
Documentation
Documentation
Workday User Guide
Last Updated: 2024-08-09
Create New Contracts

Create New Contracts

You can create new contracts with customizable fields and milestones in the contracts module.
  1. Select
    Navigate
    Contracts
    .
  2. Click
    New Contract
    .
  3. As you complete the task, consider:
    Option Description
    Supplier
    You can only have 1 supplier per new contract.
    Contract Summary
    If you don't select an
    Auto Renewal
     option, Strategic Sourcing automatically populates
    No
    .
    When you select
    Yes
     for
    Auto Renewal
    , you can also set the frequency to send emails to your stakeholders in these fields:
    • Renewal Termination Notice
       is the amount of time that you agreed to give the supplier when notifying them of a contract cancellation as defined. This notice is informational and doesn't initiate email notifications to you or your supplier.
    • Renewal Termination Reminder
       is how early you want to be sent an email notification as a reminder that you need to provide the termination notice to the supplier when you haven't set a contract to auto-renew. This notification doesn't impact the automatic contract expiration reminders.
    Attachments
    You can download or check out attachments.
    To use DocuSign, you need to authorize your DocuSign account with your Strategic Sourcing account.
    Contract Documents
    You can use .docx or .pdf files for contract negotiation. Only contract templates in the
    Template Library
     that are DOCX or PDF file format display in this section when you click
    Generate New Contract Document
    .
    Stakeholders
    You can add stakeholders from the
    Stakeholder Directory
     and update their permissions on the contract.
    Only stakeholders with the
    Receive Email Notifications
     check box selected receive email notifications.

This content is not part of the Workday Administrator Guide.