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Template documents

Tailored to the needs of the UK recruitment industry, these templates can be used when engaging clients, jobseekers and your own staff

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Tailored to the needs of the UK recruitment industry, these templates can be used when engaging clients, jobseekers and your own staff

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Updated template contracts - March 2021

We've conducted a full review of our template contracts, to reflect upcoming changes to the off-payroll (IR35) rules, and to reduce the number of contracts members have to manage. 

Find the latest guidance on our IR35 hub and download the latest contracts here.

Find out more

Contracts

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

Download

197.88 KB
Members Only
04 Aug 2022

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

Download

188.07 KB
Members Only
04 Aug 2022

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

Download

157.99 KB
Members Only
09 Feb 2022

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

Download

149.82 KB
Members Only
09 Feb 2022

Supporting documents

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

Download

94.67 KB
Members Only
08 Oct 2020

*New* Document A3 - Assignment Details Form (umbrella company)

Download

95.52 KB
Members Only
25 Jan 2022

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

Download

94.64 KB
Members Only
11 Jan 2022

Document A3 - Assignment details form: Limited company contractors

Download

95.05 KB
Members Only
06 Sep 2021

Checklists and diagrams

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Checklist 1A - Particulars to be included in hirers records

Download

564.39 KB
Members Only
28 Jan 2022

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

Download

563.47 KB
Members Only
28 Jan 2022

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

Download

221.35 KB
Members Only
19 Feb 2020

Checklist 3 - Direct marketing to prospective clients

Download

241.14 KB
Members Only
19 Feb 2020

Forms and letters

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*New* Document CR1 - Conduct Regulations opt out form - PSCs

Download

95.50 KB
Members Only
08 Oct 2020

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

Download

96.33 KB
Members Only
08 Oct 2020

Model form 1 - Registration form

Download

131.41 KB
Members Only
07 Dec 2022

Model form 2 Requesting information about criminal convictions

Download

170.13 KB
Members Only
27 Nov 2020

Policies

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Model policy 1 - Disciplinary dismissal and grievance procedures

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124.39 KB
Members Only
18 Feb 2020

Model policy 2 - Equal opportunities and diversity

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102.23 KB
Members Only
13 Feb 2020

Model policy 3 - Anti-bribery and corruption

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140.44 KB
Members Only
18 Feb 2020

Model policy 4 - Email telephone computer facilities and social media

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122.08 KB
Members Only
18 Feb 2020

Data protection

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Model document DP1 - GDPR checklist

Download

125.38 KB
Members Only
07 Nov 2022

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

Download

413.22 KB
Members Only
05 May 2020

Model document DP3 - Data protection policy

Download

133.92 KB
Members Only
07 Nov 2022

Model document DP4 - Data protection procedure

Download

168.76 KB
Members Only
07 Nov 2022

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