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Candidate Record - Pay 

Store and manage candidate pay details for PAYE, umbrella, or self-employed setups.

The Pay tab on a candidate’s record stores the candidate’s payment and tax information. This information is primarily used for contract and temporary jobs but can also be retained for permanent candidates for record‑keeping and compliance purposes.

If you are linking candidate pay details to umbrella or supplier records, this tab connects directly to the supplier details stored in the Supplier Directory.

 

What the Pay Tab Is For

The Pay tab allows you to:

  • Record a candidate’s payment type (PAYE or Self Employed)

  • Capture tax and payment preferences

  • Link self‑employed candidates to a supplier (e.g. umbrella company)

  • Upload supporting documents for compliance

  • Make this data available on offers and placements if compliance fields are enabled

Payment Details

Payment Type

Select how the candidate is paid:

  • PAYE – Pay As You Earn

  • Self Employed – Linked to a supplier (e.g. umbrella or LTD)

The selection here will determine which additional fields appear.

PAYE Fields

When PAYE is selected you can enter:

  • NI Number

  • Unique Tax Reference (UTR)

  • Preferred Payment Method – Choose from configured methods

  • Preferred Payment Frequency – Weekly, fortnightly, etc.

Self‑Employed Fields

When Self Employed is selected:

  • Engagement Type – Choose the applicable engagement type (e.g. F – Umbrella)

  • Supplier – Link to a supplier in your Supplier Directory

  • Once a supplier is selected, contact and registered business details are shown for reference

Document Uploads

You can upload relevant compliance documents for self‑employed candidates:

  • LTD Certificate

  • VAT Certificate

  • Insurance Certificate

  • Bank Details Document

Uploads are optional and are used as supporting compliance information on offers and placements where enabled.

Bank Details

You can view a candidate’s bank details here. This is typically used for supplier payments and compliance review and not edited directly on this screen.

How This Affects Jobs and Offers

Once Pay information is entered:

  • Details can be surfaced in the compliance section of offers and placements (if enabled)

  • Supplier linking helps align contractor pay to umbrella or LTD accounts

  • PAYE and Self Employed selections determine what placement information is required