Temporary and contract staffing
Contractor profile with day rate, IR35 and availability
A contractor profile is the short summary an agency sends a client with a contract submission, with the day rate, IR35 status and availability up front and the recent engagements below. Formatix fills it from the contractor's CV and your call notes, and shows each term only as the contractor confirmed it: nothing is inferred, and anything not confirmed prints "Not confirmed".
No credit card. Your first ten CVs are free, and the trial credits are valid for 14 days.
What it is
Contract clients read the terms before anything else. The profile puts them first as a plain terms table: availability, day rate, IR35 status, location, remote or on-site working and security clearance.
Below the terms come a short summary and the key skills, up to five recent engagements as a table (dates, client, role and outcome, with the duration, sector and technologies used), then certifications and education. It runs to one or two pages per contractor.
The footer reminds the client that availability, day rate and IR35 status are as confirmed by the contractor and should be checked before engagement.
What Formatix fills in
| Field | Filled from |
|---|---|
| Name, headline and presenting consultant | The CV and your notes |
| Availability | Only as stated by the contractor or your notes |
| Day rate | Only exactly as the contractor or your notes confirm it |
| IR35 status | Only as confirmed, for example "Outside IR35 (client SDS)" |
| Location and remote / on-site | The CV or your notes |
| Security clearance | Only as stated, with the level and whether it is active |
| Summary and key skills | The CV |
| Recent engagements: dates, role, client, sector, summary, technologies | The CV, most recent first |
| Duration of each engagement | Copied as stated, or worked out only from start and end months that are both stated |
| Certifications and education | The CV |
What stays blank
| Field | Why it stays blank |
|---|---|
| A day rate that is not confirmed | Prints "Not confirmed". It is never taken from the role, the market, a previous contract or a rate card, and hourly or annual figures are never converted. |
| An IR35 status that is not confirmed | Prints "Not confirmed". It is never assumed from a limited company, the role or previous contracts. |
| Availability that is not stated | Prints "Not confirmed". It is never worked out from the end date of the current contract. |
| Security clearance that is not stated | Prints "Not confirmed". It is never assumed from a past client being a government body. |
| Contact and personal details | Email, phone, home address, date of birth, age, nationality, health, passport and right to work details are never printed. |
Frequently asked questions
- How is it different from the contractor CV?
- The contractor CV is the agency's full CV format, two to three pages with every engagement and earlier career. The contractor profile is the short submission version: terms first, a summary, key skills and up to five recent engagements.
- Can a previous client stay confidential?
- Yes. When your notes say a client must not be named, the engagement shows a general description instead, such as "A UK high-street bank".
- Is there a list of what is missing?
- Not a separate one. Each term that is not confirmed prints "Not confirmed", so the client and your team can see what is still open.
- 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 contractor's CV and your call notes to [email protected] and the filled document comes back.
More for this kind of firm
- For temporary and contract staffing agenciesTemp worker and contractor profiles in your format or your client's, at volume.
- Temporary worker profileA temporary worker profile is the one page a staffing agency sends a client with a temp booking, showing when the worker can start, which shifts they work, the rates and the tickets they hold.
- Temp shift availability gridA temp shift availability grid shows which workers in a temp pool can cover which shifts in the week ahead.
Try it on today's candidates
Upload your profile format and a few CVs, and see them ready to send.
No credit card. Your first ten CVs are free, and the trial credits are valid for 14 days.