Full name,

Email address

How they're going to be engaging in the work (via their own company, self employed, payroll company, or PAYE)

Company name/number,

Transfer fee (%) if taken perm during the engagement,

Signed terms if you have them, if not we can issue our/your standard terms

Start date

End date

Job title

Timesheet frequency (weekly or monthly) and units (days or hours)

Currency

PO number if required

Client and contractor notice period

Client payment terms

Contractor payment terms

Pay and charge rates

Hiring manager (accepts the placement)

Timesheet approver (approves time and expenses)

Invoice contact (receives invoices)

In the left hand navigation pane, click on 'Requests' and then ‘Temp placements'

In the next page, in the top banner, click on '+ New Request'

This will open a new request form

Please note, once a form has been opened, it cannot be deleted

In the contractor section, please select whether this placement is for a 'New contractor' or an 'Existing Contractor'

If this is an Existing contractor, the platform will automatically present you with a list of all contractors you have previously added. Please select the relevant contractor and their information will auto-populate

If it is a New contractor, you will need to input ‘First name’, ‘Last name’ and ‘Email’

You will then need to select the payment engagement method from ‘PSC/Limited’, ‘Umbrella’ or ‘PAYE’

If PSC/Limited, you will then have the option to upload supporting documents on behalf of the Contractor. Alternatively, this information will be requested through the platform when the contractor logs in for the first time

If Umbrella / EOR / Payroll provider, you must then select the Umbrella company from the drop down. If the preferred company is not listed, please reach out to your relationship manager to discuss this further

The next stage will be to select the Terms of Business method. You have the option to either 'Upload a signed copy', 'Issue Raise standard terms', or 'issue your own standard terms'. The latter will only be available if terms templates have been added to the platform. If this is required, please reach out to your relationship manager for more information

Click Save & Next

In the client section, please select wether this placement is with an ‘Existing Client’ or a ‘New Client’

If an Existing client, the platform will automatically present you with a list of all clients you have previously added. Please select the relevant client and their information will auto-populate

If it is a New Client, you will first need to select whether they are Registered in the UK ‘Yes’ or ‘No’

Then select whether it is a ‘company’ or ‘school’

If a School, you can search using the drop down list

If a Company, the search bar will allow you to search using company name or reg number and will bring up a list of results from Companies house.

Please select the correct company and their information will auto-populate

The next stage will be to select the Terms of Business method. You have the option to either 'Upload a signed copy', 'Issue Raise standard terms', or 'issue your own standard terms'. The latter will only be available if terms templates have been added to the platform. If this is required, please reach out to your relationship manager for more information

If issuing Raise Standard Terms, you will be asked to input a ‘Transfer fee’ (the percentage of the agreed salary, if the client decides to keep the placement up to 12 months after)

Click Save & Next

In the placement section, please input the details of the placement: ‘Start Date’, ‘End Date’, ‘Work Location’, and ‘Job Title’

Next, you must choose a 'Timesheet Frquency'. This will be Weekly or Monthly.

Please then select the preferred 'Currency' using the drop down selection. Please note that this currency must be consistent throughout the placement (client payment, contractor payment and agency payment) - PLEASE REVIEW WORDING

Next please select a 'Unit type', either daily or hourly.

You can add a 'PO number' if you have/need one and this will be referenced on invoices.

Legal information will be required next: ‘IR35 status’ ‘Client notice period’ ‘Contractor notice period’. Please select using the drop down.

We will also need you to select Client payment terms’ and ‘Contractor payment terms’. Client payment terms refers to the agreed term for payment after invoice generation. Contractor Payment terms refers to when the contractor will be paid after invoice generation.

Rates will be required for both ‘Contractor Rate’, and ‘Client Rate’ and we also ask for ‘Standard Units Per Week’. This number can be an estimate.

If there is a need to add additional rates i.e. overtime, you can do this by selecting '+ Add New' on the right hand side.

We will also need to know wether expenses will be applicable, and if so, whether they will be ‘Funded’ or ‘PWP’

Finally we will need a relevant contact for each: ‘Hiring Manager’, ‘Timesheet Approver’ and ‘Invoice Contact’. You are able to add multiple roles to the same contact by using the drop down selection.

Click Save & Next

You will now need to select whether you require a signature on a work schedule from both contractor and client. Both contain information only applicable to them. you can find example schedules here Contract Templates

Click Save & Next

Finally, please review all information provided.

Click Submit