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Temp Placement Request: Client Details

How to enter client details, master terms, and payment terms in the client information tab

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Written by techsupport
Updated over a week ago

Overview

This guide is part of the broader Temp Placement Request process. After you submit contractor details, the next step is to provide client details. It focuses on entering client details when you're requesting a new placement. This includes selecting an existing client or adding a new one.

Steps

Choose the client

Select an existing client (from your onboarded clients linked to your agency) or add a new client.

If you add a new client

Enter client company details

  • If the client is a UK company, use the Companies House API to search for official information.

  • If the client is a school, search by the school name.

  • If the client is not UK-based, choose 'No' for UK registration and fill in additional details like company name and registration number.

  • If you don’t have the official registration number, select 'No' for the registration number question. This will prompt the onboarding team to assist you later.

  • For UK government entities, societies, charities, or trusts without Companies House information, select UK as the country, provide additional details, and the onboarding team will take care of the rest.

Issue or upload the client's master terms

  • Issue terms for signature

    • Issue terms for signature: Choose either the Raise standard template or the agency template you provided. To add your own templates, please contact us through the live chat or support@raisetech.io.

    • If you choose the Raise standard template, you need to provide a transfer fee that's applicable should your client engage your contractor (up to 12 months after their placement).

  • Upload a signed copy

    • If you choose this option, the payment terms must match those in the signed master terms. Otherwise, the onboarding team will confirm the correct payment terms and you may need to sign new terms.

If you choose an existing client

  • The platform will display the master terms, including terms of business and payment terms (with a preview).

  • You cannot change payment terms at the individual placement level. These remain consistent across all placements for the same client.

  • To update payment terms, go to the client's page, update the payment terms, and either issue new master terms or upload a new signed document. All active placements will then automatically reflect the updated terms.

Notes

  • Raise standard terms of business cover both temporary and permanent placements.

Any questions - jump on chat or pop us an email. We're here to help.

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