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Template documents

Contracts

Contract 3A - Combined terms with a client which must comply with the off-payroll rules

Contract 3B - Combined terms with a client which is exempt from the off-payroll rules

Contract 3C - Terms with a client which must comply with the off-payroll rules (outside IR35) for the supply of PSCs only

Contract 3D - Terms with a client which is exempt from the off-payroll rules (outside IR35) for the supply of PSCs only

Supporting documents

New Document A2 - Assignment Details Form (PSCs not opted out of the Conduct Regulations)

Document A3 - Assignment Details Form (umbrella company)

Document A - Combined Assignment Details Form and Written Statement of Particulars

Document A3 - Assignment details form: Limited company contractors

Checklists and diagrams

Checklist 1A - Particulars to be included in hirers records

Checklist 1B - Particulars to be included in work-seekers records

Checklist 2 - Wording for an opt-out for emails and text messages

Checklist 3 - Direct marketing to prospective clients

Forms and letters

New Document CR1 - Conduct Regulations opt out form - PSCs

New Document CR2 - Conduct Regulations opt out form - Umbrella Company

Model form 1 - Registration form

Model form 2 Requesting information about criminal convictions

Policies

Model policy 1 - Disciplinary dismissal and grievance procedures

Model policy 2 - Equal opportunities and diversity

Model policy 3 - Anti-bribery and corruption

Model policy 4 - Email telephone computer facilities and social media

Data protection

Model document DP1 - GDPR checklist

Model document DP2 – Matrix of sources of personal data, legal bases and documents to use

Model document DP3 - Data protection policy

Model document DP4 - Data protection procedure

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