Using Agreements and Worker Types to create Compliance

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What

Worker types define how a candidate works (PAYE, Temp Visa, limited company, umbrella company, etc.) and what compliance documents are needed for each. This can also include more specific roles such as within healthcare, education, social work, etc. Using Worker Types allows for the ability to record specific compliance for a particular role within a company.

An agreement is either client specific requirements or general business terms, i.e. terms of business. It is a high level record that holds all the key details of the contract with the customer, e.g. purchase orders, equipment provisioning, security clearances, etc. Agreements are Client specific and don't have the same level of configurability as Worker Types.

Using worker types and agreements together allows for greater flexibility and precision when managing placement requirements - defining compliance needs based on the nature of the role, not just the client.

Where

Placement record > Basic Info tab > Worker Types

Vacancy record > Basic Info tab > Information section > Agreement

Placement record > Basic Info tab > Details section > Agreement

Worker Types

There may be more than one worker type added to a Placement. For example, for a support worker there may be: Primary Worker Type: PAYE and Additional Worker Type: Support worker; which may include compliance criteria such as: Occupational health, safeguarding, Enhanced DBS, immunisation checks, etc.

NOTE: If the same criterion is on both worker types, then there will only be a single compliance status for that criterion on the placement.

Worker Types (Primary): Compliance

WHO? The Candidate

WHAT?

(Compliance Criteria) ID documentation, qualifications, NI number
(Worker type name examples) Temp PAYE, Temp Visa, Contractor Limited Company

WHERE? Placements only

Worker Types (Secondary/Additional): Compliance

WHO? The Candidate

WHAT?

(Compliance Criteria) role specific compliance requirements
(Worker type name examples) Healthcare roles, education roles, social work, law enforcement

WHERE? Placements only

Agreements

Some clients may use generic Agreements where they don't link them to clients, or they might create client specific agreements. An agreement added to a Vacancy will carry over to the Placement. In comparison, Worker Type is only added in at the Placement stage.

NOTE: Everything included in an Agreement may not show up in the same location in a Placement record.
e.g. Placement > Compliance tab
- ‘Compliance’ section includes references, right to work
- ‘Onboarding’ section includes equipment provision

Agreements: Terms of Business

WHO? Created by the agency or Client

WHAT? Examples of TOB include Purchase Orders, References, on/offboarding (e.g. providing or collecting equipment)

WHERE? Vacancies or Placements

Examples

Below are examples of how compliance used to be grouped (red header), followed by how compliance is now separated using both agreements and worker types (green header).

Client ABC hiring contractor via a limited company:

Compliance Criteria previously required	Old Source
Client PO Number	Agreement record with ABC for UK Limited company contractor
Passport	Agreement record with ABC for UK Limited company contractor
Company Registration Certificate	Agreement record with ABC for UK Limited company contractor

---------------------------------

Compliance Criteria now required	New Source
Client PO Number	Agreement record with ABC
Passport	Worker Type of Contractor UK Ltd
Company Registration Certificate	Worker Type of Contractor UK Ltd

Client XYZ hiring contractor via a Umbrella company

Compliance Criteria previously required	Old Source
Signed non disclosure agreement	Agreement record with XYZ for UK Umbrella company contractor
Passport	Agreement record with XYZ for UK Umbrella company contractor