When you, as a company, want to hire a Sole Trader, regardless if this is through the marketplace or as a direct hire, you'll have to choose a contract type. You will encounter this modal, where you'll have to click “Start” on the contract type setup section.
You then can decide between three options:
to go through the classification flow
to employ a Sole Trader under PAYE
or to not make a decision right now and come back to this later.
When choosing the first option, you will taken to the classification tab of the hire page. Here, you will need to click on “Edit” to get to the classification page.
After that, you will see the classification questionnaire made up of 7 questions. To see more information on each question click on the question mark icon. You can answer questions with either “Yes,” “No” or “Don’t know.”
When saving these answers, you are redirected to the classification tab on the hire page. Here, you can now create a Worker Classification Recommendation (WCR) by selecting the 'Create WCR' button.
You'll then see the classification document (PDF), that includes the detailed answers.
Once you've reviewed it you can then approve the classification by selecting the 'Approve Classification' button.
After creating the WCR, you see the determination. In this case, the Sole Trader will be paid via payroll. From this screen you can download the WCR or redo the classification if needed.
You can now offer the finalise the contract from the hire page to offer it to the worker.
If the contract is PAYE and the Sole Trader has not opted into the PAYE preference, then they will be alerted that this contract is indeed a Worksome payroll contract and that they need to change their account details & PAYE settings in order to be able to review the KID.
⚠️ If you choose to employ the Sole Trader under PAYE without classification, a PAYE contract will be offered to the Sole Trader without going through the questionnaire and flow.
⚠️ If you have decided not to engage with any Sole Traders in your compliance settings, the classification flow will be disabled and the option to classify this contract with Worksome Classify will be greyed out.