Agency worker suitability record

What it is

The Conduct Regulations set out what an agency must find out from the hirer, what it must confirm about the work-seeker, the steps it takes to protect both, what it passes on, and the extra steps for work with vulnerable people.

The Formatix template records them for one worker and booking: information from the hirer (regulation 18), identity, required qualifications and authorisations and willingness (regulation 19), protection of the work-seeker and the hirer (regulation 20), information given (regulation 21), vulnerable persons and required qualifications with two references from non-relatives (regulation 22), who completed it, and a Still needed box.

A CV line is treated as the worker's claim, not as a confirmed requirement. Dates are copied as recorded.

What Formatix fills in

What stays blank

The Still needed list

The record ends with a "Still needed before introduction or supply" box. It lists, most important first, what the file does not yet show: for example confirming identity, a second reference from a non-relative with consent to disclosure, the hirer's health and safety risks, a copy of a licence to offer the hirer, or the worker's confirmation that they are willing to do the work.

The template

• WordAgency worker suitability recordA record of the checks an employment agency or employment business makes before it introduces or supplies a work-seeker, set out by regulations 18 to 22 of the Conduct Regulations 2003: what the hirer told you, identity, the qualifications and authorisations the role needs, willingness to do the work, protection steps, references for work with vulnerable people, and what was passed to the hirer and the worker. Yes and No only as your file says. Not an official form and does not give legal advice.

Frequently asked questions

Is this an official form?

No. There is no prescribed form. The template follows regulations 18 to 22 of the Conduct Regulations 2003 and says in its footer that it is not an official form and does not give legal advice.

Does Formatix make the checks?

No. It copies what your file records and lists what is missing. The checks and the decision to supply stay with you.

Does it work with our ATS or CRM?

JobAdder, Salesforce, HubSpot and Ezekia connect to Formatix natively on every plan, including the free trial. Any other ATS or CRM works with Formatix by email: send the CV and your notes to [email protected] and the filled document comes back.

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