1. Contractor Management
Overview for Managers

2. Overview Why have a Contractor Management process?
The main elements of the process
A summary of contractor types to know the differences and how to handle accordingly
The main information specific to onboarding and managing contractors
Your responsibilities as a manager
Control and consistency on how the Society identifies, onboards and manages all contractors.

3. Why have a Contractor Process?
Understanding and control of MCC contractor resource. Accurate data and reporting of contractor resource. A standard onboarding process that captures the right information and ensures the correct due diligence checks are completed. Standard management of engaged contractors, through regular status reviews and extension and termination processes. Automated access control to Society IT systems. Mitigated risks regarding potential tax and employment law exposures.

4. The implications of getting this wrong are serious …
What happens if we get it wrong?
The implications of getting this wrong are serious …
Legal implications
Unlimited HMRC fines
Reputational damage
IT security breaches
Audit failures

5. Contractor Types
There are different contractor types that provide varying levels of risks to the Society, and so must be handled accordingly.
A colleague is an employee, who can be employed on either a fixed term (FTC) or permanent contract. Do not confuse an FTC employee with a contractor!
High Risk
Low Risk
Direct contractors are highest risk to the Society, as the relationship is direct between the Society and the contractor., ie, no intermediary is involved.

6. What is good contractor management?
Clear contractor definitions and how to handle accordingly. Standard processes consistently followed. Standard systems. One single source of contractor information and documents. HMRC employment status check. Right to work check. UK taxpayer check. Company and VAT registration checks if applicable. Standard contract templates. Contractor policies. Standard contractor status review, extension and termination processes.

7. Systems Overview for Contractors
Reports (BO)
EPLOY
IFS
PSG DATA
WAREHOUSE
(DW)
ACTIVE DIRECTORY
(AD)
Raise vacancy
Advertise vacancy
Candidate application
Candidate selection
Offer of Contract
Onboarding
Contractor record
Contractor data
Documents
Status review
Contract extensions
Personal changes
Termination
Contractor data
Automatic AD account
Creation
Extension
Disablement
Deletion

8. Contractor Data Elements
Use this form to assist you when checking / completing fields in Eploy Placement.
Field Name
Direct
PSC
Agency
Service
Right to Work
HMRC Unique Tax Reference (UTR)
HMRC Status
Name of Personal Service Company
Employment Status Questionnaire
Company Name
Agency Name
Company Registration Number
VAT Registration Number
Insurance
Agency Cover Form
c/care only
AD Account
Contract
Always required for this contractor type
Agency required to confirm
Depending on role

9. If you are not sure, please ask!
Manager Responsibilities
 Understand the different contractor types and how to handle  Review the contractor specific data elements to understand the information being requested  Be clear on your responsibilities in the following areas - Vacancies - Onboarding - Status reviews - Extensions - Terminations  Refer to the processes and procedures on colleagues connect  Follow the processes
If you are not sure, please ask!

10. Contractor Management
End of Overview