Create workplace contracts in Workplace Central

As a lease administrator or manager, you can create workplace contracts and also add assets, terms and conditions, contract locations, and documents to a contract.

Before you begin

Role required: sn_wsd_la.workplace_central_user, sn_wsd_la.manager or sn_wsd_la.admin

Procedure

1. Navigate to Workspaces > Workplace Central.

2. Select Lease Administration.

3. Click New.

4. In the Contract Model field, select Lease.

5. In the Terms and conditions section, specify the legal information in the contract.

   For more information, see Add and build terms and conditions in Workplace Central

6. On the form, fill in the rest of the fields.

   For description of the field values, see Workplace contract new record form.

7. Click Save.

8. You can submit the contract for review or add contract services, contract locations, assets, terms and condition, or documents to the contract.

   For more information, see the following topics:

   • Add a workplace contract service in Workplace Central
   • Add workplace contract locations in Workplace Central
   • Add assets to a workplace contract in Core UI
   • Add documents to a workplace contract in Workplace Central

   • Either save the contract or submit it for review.

   • Click Save to save the contract.

   • Click Submit for Review to send notification to the approver.

     For information about the approval process, see Approve or reject workplace contract in Workplace Central.

9. Add a workplace contract service in Workplace Central
   Workplace contract services are the common services offered as part of the lease contract. You can add and track the services along with their associated costs.

10. Add workplace contract locations in Workplace Central
    Add locations to the workplace contract for the locations the contract covers.
11. Add asset to workplace contract in Workplace Central
    Add assets to the workplace contracts.
12. Add workplace contract clause in Workplace Central
    Add workplace contract clauses, including insurance clause, parking clause, warranty clauses to store the lease contract clauses.
13. Add workplace contract options in Workplace Central
    Add workplace contract options such as option to renew, option to sub lease, option to terminate to store the lease contract options.
14. Add workspace contract responsibilities in Workplace Central
    Add workplace responsibilities to indicate who (landlord or tenant) is responsible for different activities such as lawn maintenance, painting, repairing.
15. Add and build terms and conditions in Workplace Central
    After you create a terms and conditions record, add the record to a lease contract that is in the Awaiting Review, Rejected, or Renewal Rejected substate.
16. Add documents to a workplace contract in Workplace Central
    Add documents to the workplace contract to maintain all the relevant documents in a single place and maintain different versions of the document.

Parent Topic:Working with Workplace Lease Administration from the Workplace Central

Related topics

Submit a workplace contract for review in Workplace Central

Approve or reject workplace contract in Workplace Central