Your client has selected you to join them on Worksome by adding you to their 'Trusted Contacts' this means you're one of their favourites!
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We have prepared an onboarding kit below for you to get set up.
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1. Logging in to Worksome for the first time
Youâll receive a link via email to join Worksome.
When you click on the link, youâll have the chance to create your password (along with your email address, this will form your login details).
2. Add Your Info
You'll be prompted to add information such as your skills, preferred rate, CV and a description. If you don't fill these out right away you can add them later here:
It is essential to fill out your name, address, business entity information, UK Tax information and most importantly, your bank details so you can get paid! If using an Umbrella, it will need to be the Umbrella companyâs bank details.
If you select the âPAYEâ option, youâll also need to fill out this section.
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3. Locating your first contract
Your client will invite you to accept your contract (the contract may already be in your account when you accept the initial invite).
Youâll be able to view your contract from your dashboard under âYour jobs in Worksomeâ, or from within âYour conversationsâ.
If you canât see a contract within your account, it means that your client hasnât sent it across. Reach out to your hiring manager/ contact and they will take care of that for you.
â4. IR35 determinations
If you are offered an LTD company contract, an IR35 determination will need to be done to decide if the contract is Outside IR35 (you would be paid gross) or Inside IR35 (you would be paid PAYE with taxes deducted).
For Sole Trader, Umbrella, or PAYE contracts - IR35 does not apply.
Your client will answer questions and you will also answer questions via your âIR35 settingsâ.
Once all questions have been answered, the client will create a Status Determination Statement showing whether the contract is Inside or Outside IR35 (you can download the statement and review all the answers given).
Whether the determination is Inside or Outside IR35, youâll need to make sure your bank details are your LTD company details as you are still engaging your client with your LTD company
If your contract is Inside IR35 (or PAYE) then youâll be paid via Worksome (we will take care of making the necessary deductions) and we donât currently charge for this service.
In most cases, all associated costs (Employerâs and Employeeâs NI, apprenticeship levy PAYE tax and possibly pension contributions) are deducted and youâll then be paid the remaining fee.
Youâll see a Key Information Document with an example of your pay which youâll need to accept before you can accept your contract.
Review this guide for further information on IR35
5. Accepting your first contract
You can accept your contract via your dashboard under âYour jobs in Worksomeââ or from within your âconversationâ
Youâll be able to accept your contract
Once the IR35 process is complete if itâs a LTD company contract thatâs Outside IR35.
Once youâve accepted the Key Information Document (KID) if itâs Inside IR35 or a PAYE contract.
Or once the contract is offered if you are a Sole Trader or using an Umbrella company.
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6. Creating your first payment request
Youâll need to create payment requests to get paid!
You can do this from the payment request page or from with your âconversationâ.
How the payment request page generates will depend on your agreed pay (so it will appear as hourly if youâve agreed an hourly pay rate in your contract).
Youâll need to enter the dates for the period that the payment requests covers (note that you canât payment request for the future or for dates outside of the contract dates).
If hourly, you would just add the number of hours (the rate will auto populate) and youâll see your total.
Youâll also need to attach a timesheet (speak with your client to agree the format) if needed.
You can then go ahead and send the payment request.
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7. Getting paid
Once youâve submitted your payment request, the next step is to receive your payment.
The date you receive your payment will depend on your payment terms which you can find in your contract (usually 14 or 30 days from the date you submitted your payment request). You can read more about payment terms here.
You can find your payment due date on your payment requests page.
For some clients, payments are on âpre-payâ, this means that once your payment request has been accepted, we will pay you (even if the client hasnât paid us) when your payment becomes due.
Where payments are not on pre-pay, the client would need to pay Worksome for us to then transfer the funds to your bank account.
You will receive email notification of when Worksome has processed your payment; it will typically take 0-2 working days to reach a UK bank account.
NOTE
If a payment date falls on a weekend or a bank holiday, it will be processed out on the following working day
A payment request canât be paid unless it has been approved by the client
Need Help?
If you have further questions or doubts please do not hesitate to reach out on our live chat in the bottom corner. We answer pretty quickly đ