GDPR Data Protection and Privacy policy templates for use by recruitment agencies. As a business that collects, uses and stores personal data, you are obliged to comply with the General Data Protection Regulation. The data protection policy template relates to how you comply with the GDPR legislation internally (i.e. instructions and obligations for your internal […]
Supplying the NHS – Agency Workers and International Recruitment
Supplying the NHS with agency workers or international recruitment services isn’t straightforward. This document is designed to provide advice and guidance information for new recruitment agencies who wish to supply the NHS with medical locums & GPs, nurses, allied health professionals, social care, health sciences and non-medical/non-clinical workers. The document covers: An explanation of all […]
Useful Tender Definitions
This useful tender definition document provides a wide range of terminology used in recruitment bids and tenders, together with clear and simple definitions and explanations of what each term means. Last updated: 10.05.17
Information Security Policy Template
Information security is something that is increasingly being incorporated in PQQs (pre-qualification questionnaires), bids and tenders and is seldom documented by agencies. Clients are becoming more concerned about information security and the impact that external suppliers can have on their business in terms of actual and reputational damage. This Information security Policy covers information security […]
Master Vendor Flowcharts – Options for Manual Process and VMS Software
This zip file provides master vendor process flow chart templates for recruitment agencies operating a manual process and also those with VMS or managed service software. There are two process flows – the first is an overview of how a master vendor process operates and the second shows a detailed end to end process from […]
Modern Slavery Policy Template
Modern slavery and human trafficking are not always perceived to be risky in the recruitment industry with the possible exception of those sectors covered under the Gangmasters Licensing Act, however in the last year, 3,266 people in the UK were identified as potential victims of slavery and human trafficking – an increase of 40% on […]
Work Health Assessment Checking Procedure – NHS Employers Standards Compliant
This Work Health Assessments procedure (previously known as occupational health checking procedure) is fully compliant with NHS Employment Check Standards and is designed to assess whether candidates have a health condition or disability that requires adjustments to be made in the workplace to enable them to undertake the role or restrictions to be applied their […]
NHS Professional Registration Checks & Qualification Verification Procedure
Conducting NHS a professional registration checks is a mandatory requirement for recruitment agencies when placing workers in medical and clinical settings. All health professionals must have their professional registration and fitness to practice / licence to practice checked with the relevant regulatory body. This documented process details the steps required for recruitment agencies to ensure: […]
ID Check Procedure – NHS Employers Standards Compliant
Verification of the candidate’s identity should be the first check that is undertaken as all other checks will be invalid if the individual’s ID cannot be proven. This policy template details best practice for undertaking an ID check and validating the documentation provided by the candidate. It also covers the address check procdure and is […]
English Language Check Procedure – NHS Employers Standards Compliant
This English Language Check Procedure is designed to ensure that anyone working in the healthcare sector has the required level of English language competence to enable them to undertake their role efficiently, communicate effectively with colleagues, assure the delivery of safe care and enhance the patient experience (if working within an NHS or healthcare environment). […]
Referencing & Employment History Check Procedure – NHS Employers Standards Compliant
When recruiting, it is essential to verify the applicant’s CV including employers, dates of employment, reasons for leaving jobs and gaps in employment to ascertain the candidate’s suitability and probity for a particular position. Part of this verification process involves obtaining sufficient suitable employment references covering a minimum period of time. This becomes mandatory when […]
Criminal Record & Barring Checks (DBS) – NHS Employers Standards Compliant
This criminal record and barring checking procedure is fully compliant with legislation, regulation and NHS Employers Standards and is designed to prevent unsuitable people from entering employment through your recruitment agency and gaining access to vulnerable people in England, Wales, Northern Ireland and Scotland. It covers the varying levels of Disclosure and Barring Checks (DBS) […]
NHS Training Check Procedure – NHS Employers Standards Compliant
This Statutory and Mandatory Training Check Procedure ensures that healthcare professionals complete the requisite NHS training prior to starting a job or assignment. NHS training has to be compliant with the Skills for Health Statutory and Mandatory and Clinical/Care Core Skills Training. Contractors and temporary workers must complete it prior to assignment and thereafter be […]
Appraisal & Revalidation Procedure – NHS Employers Standards Compliant
This Appraisal & Revalidation Procedure is fully compliant with NHS Employers Standards for all healthcare professionals including doctors and nurses. It includes the procedure for Carrying out appraisals for healthcare professionals Scheduling of appraisals for healthcre professionals Revalidation for doctors Revalidation for nurses & midwives Audit Length of Document: 4 pages Last reviewed / updated: […]
Anti-Bribery & Anti-Corruption Code of Conduct
This Code of Conduct is compliant with the Bribery Act 2010 and is designed to accompany your company’s Anti-Bribery and Anti-Corruption Policy. It is signed by each employee and is a method for ensuring that all staff and workers understand and abide by the company’s policy. It identifies and lists all the “dos” and “don’ts” […]
Social Media Policy Template
This social media policy template is designed for recruitment agencies and covers the dos and don’ts for social networking in most office environments together with the consequences for improper use.
Drugs & Alcohol Policy Template
A comprehensive drugs & alcohol policy template covering how recruitment agencies deal with drugs & alcohol in the workplace. This policy specifies responsibilities for staff at all levels in relation to drugs & alcohol, the rules relating to drugs & alcohol in the workplace, common signs displayed by people with drugs & alcohol problems and […]
Candidate Pre-Employment Checks – Tender Text for Recruitment Agencies
This document provides details about all of the different methods of conducting pre-employment checks on candidates for recruitment agencies including: Proof of ID Proof of address Eligibility to work in the UK Proof of NI for PAYE workers Checks on workers engaged via personal service companies and self employed contractors Referencing DBS checks Validation of […]
Service Evaluation – Tender Text & Questionnaire Templates
This service evaluation process details the steps that recruitment agencies should take to measure the service delivered to both clients and candidates. The text focuses on three key performance areas: Clients evaluating the service provided by individual workers Clients evaluating the service provided by the agency Candidates evaluating the service provided by the agency This […]
Candidate Attraction – Tender Text for Recruitment Agencies
Detailed text to support recruitment agencies with tender questions relating to candidate attraction, candidate sourcing and building candidate databases or talent pools. This document details 14 different methods that agencies use to attract candidates for a range of roles at different levels and in different sectors. The text is written to enable it to be […]
Recruitment Process – Tender Text & Flow Charts for Recruitment Agencies
Detailed breakdown of the best practice recruitment process steps that recruitment agencies use when recruiting temporary workers, contractors, permanent candidates and conducting an executive recruitment campaign. The process details all of the key steps in a compliant and good practice recruitment process and is compliant with NHS minimum requirements as well as UK legislation including: […]
Whistleblowing Policy Template / Public Interest Disclosure Policy Template
Whistleblowing or Public Interest Disclosure policies for recruitment agencies are relevant to all sectors but are particularly important in the health or social care sectors where companies are providing staff who have exposure to vulnerable adults or children. This template details how the recruitment agency will meet legal obligations and protect staff making a protected disclosure. It defines a “qualifying disclosure” and details how such disclosures should be made and escalated.
Training & Development Policy Template for Internal Staff
A policy template that covers the recruitment agency’s approach to internal and external training of employees including the company policies and procedures, mandatory training (e.g. what is covered in induction and any other mandatory training required for staff to be able to undertake their jobs), training needs identification/analysis, training evaluation and gaining industry qualifications.
Temporary Worker Transfer Process / Plan (including TUPE)
This document download will help recruitment agencies with tender questions about the transfer of temporary workers (including TUPE) or “transitioning” as it is referred to by some companies. It includes information about TUPE, a sample transfer project plan, the steps to transitioning, risks and contingencies for transfers and a TUPE checklist.
Safeguarding Vulnerable Persons Policy Template
Essential for all recruitment agencies supplying staff who will have exposure to vulnerable adults. This safeguarding template details how the agency will ensure the safety and security of vulnerable adults that its staff / temporary workers come into contact with and details of the safeguards that are in place to protect them. It also covers the practices and reporting procedures that should be followed in the event that any form of abuse or neglect is suspected.
Referencing Policy Template
This company policy template provides full details of the recruitment agency's referencing policy for provision of temporary and contract workers. It can also be used for permanent placement although the majority of clients tend to undertake this element of the recruitment process directly. The referencing policy template covers the procedures and standards to which your Recruitment Consultants will reference candidates to ensure that reference information is valid and reliable.
Recruitment Policy Template for Internal Staff
A policy template often asked for in recruitment tenders that details the recruitment process that you use to select staff for your recruitment agency. This template covers all stages from “approval to hire” right through every stage of the recruitment process to the “start date and probationary period”.
Quality Policy & Quality Management Procedure
A quality policy and quality management procedure template that demonstrates that the company has a structured and documented approach to quality, although it does not hold any formal accreditation (such as ISO 9000). Quality is one of the main elements that appears in most PQQs and tenders and as such, if your recruitment agency does not hold the ISO quality accreditation, it is vital to be able to demonstrate that you have formal, documented quality procedures in place.
Purchasing & Procurement Policy Template
Purchasing & Procurement Policy – a policy template that demonstrates how your recruitment agency purchases / procures goods and services in an ethical, objective and fair manner for use in recruitment tenders.
Health & Safety Responsibilities for Employment Businesses, Clients & Workers
A comprehensive document that details the individual responsibilities of clients, employment businesses and temporary workers relating to Health & Safety. This is supplemented with a health & safety questionnaire that can be used by Employment Businesses to gather essential Health & Safety information from clients to enable them to fulfil all of their obligations.
Health & Safety Policy Template
All companies employing 5 or more people must have a health & safety policy by law. This is an extremely robust Health & Safety Policy template designed for recruitment agencies and other office based operations. It will also assist with answering tender questions relating to health & safety in recruitment tenders.
Freedom of Information (FOI) Policy Template
This Freedom of Information (FOI) policy template is written in line with the Freedom of Information Act 2000. Although companies that are not public authorities do not meet the necessary criteria for inclusion under the act, it may be necessary to have a Freedom of Information Policy in order to supply to public authorities and you are often asked to provide this in recruitment tenders. As such, recruitment agencies may wish to operate voluntarily within the provisions of the Act.
Fraud Policy Template
A comprehensive company policy template covering a broad range of the types of fraud that are most prevalent in the recruitment industry. This Fraud Policy Template covers the responsibilities of all parties (including Employees, Contractors/Temporary Workers, Job Applicants and Consultants/Suppliers).
Ethics Policy / Business Integrity & Labour Standards Policy Template
A policy template that demonstrates how the recruitment agency ensures responsible corporate behaviour through its business practices. It includes detailed sections on human rights, employee rights, environmental issues, avoiding conflicts of interest, anti-corruption, confidentiality, ethical purchasing and procurement and how you will deal with suppliers and partners.
Equality & Diversity Policy Template for Recruitment Agencies
Reviewed for compliance by ACAS, this policy template covers all protected characteristics of diversity detailed under the Equality Act 2010. It also describes how the recruitment agency handles a wide range of potential discrimination, harassment and victimisation situations; how diversity is monitored; and how the recruitment, selection, training and promotion processes are free kept from discrimination.
Environmental Policy Template & Environmental Management System
A policy template that shows how your recruitment agency operates in an environmentally sensitive way, and adheres to relevant directives, regulations and codes of practice. The environmental policy template / sustainability policy template also provides an Environmental Management Programme & Objectives that are appropriate to a recruitment agency / business.
Right to Work / Eligibility to Work in the UK Policy Template for Recruitment Agencies
Recruitment agency policy template to demonstrate that you have a structured, compliant and auditable approach to checking and updating candidate eligibility to work in the UK / right to work in the UK and immigration / visa status.
Disability Policy Template for Recruitment Agencies
This Disability Policy Template designed specifically for recruitment agencies, covering areas such as disability discrimination, pre-employment health questionnaires, reasonable adjustments and positive action for disabled people.
Corporate Social Responsibility Policy Template (CSR)
A policy template that demonstrates how your recruitment agency operates in a manner that brings about simultaneous economic, social and environmental benefits (Corporate Social Responsibility or CSR). The policy template covers areas such as Local Community & Social Responsibilities, Charitable Giving, Staff, Clients & Candidates, Environmental Management, Equal Opportunities, Health & Safety and Ethical Purchasing & Procurement.
Continuous Improvement Process
Recruitment tender writers are often asked to describe their continuous improvement process and provide details of how they will offer continuous improvement to the client throughout the life of the contract. This template describes the process that recruitment agencies will use to achieve this.
Complaints Procedure & Escalation Policy
This company policy template provides a clear complaints and escalation process required in so many recruitment tenders. It includes how to make a formal complaint and the timescale / process within which it will be resolved and or escalated.
Safeguarding Children Policy Template
A Child Protection / Safeguarding Children Policy is essential for recruitment agencies that are supplying staff who have exposure to or contact with children and young people. The policy template demonstrates the procedures the agency will use to ensure the safety and security of the children and young people with whom its staff and temporary workers come into contact.
Business Continuity & Disaster Recovery Policy Template
This Business Continuity Plan / Disaster Recovery Procedure provides key headings together with prompts for content to allow you to build you own recruitment agency’s Business Continuity Plan and Disaster Recovery Policy. The policy template focuses mainly on potential systems / te
Anti-Bribery & Anti-Corruption Policy Template
This anti-bribery & anti-corruption company policy template relates to the Bribery Act 2010 and the procedures that your recruitment agency should have in place to ensure compliance with this legislation. It also covers the procedures your recruitment agency has in place to manage conflicts of interest, corporate gifts and hospitality.
Service Level Agreement (SLA) & Key Performance Indicators (KPIs) Template
A robust template applicable to all recruitment sectors and categories of staff provision. The sample Service Level Agreement (SLA) comes complete with details of typical Key Performance Indicators (KPIs) for temporary workers / contractors and permanent staffing services. It also comes with supporting information to help recruitment agencies to answer a broad range of recruitment tender questions relating to service levels and performance.
Risk Management Policy Template & Risk Register
This template underpins the implementation of Business Continuity procedures and should tie in with your recruitment agency’s Disaster Recovery plan. It contains a detailed breakdown of how your business identifies and assesses those risks most associated with recruitment agencies / recruitment businesses, and the contingency measures and preventative actions you have in place to mitigate each known risk.
How to Write an Effective Case Study
The quality of case studies can often be the deciding factor between winning and losing a tender – in fact I would go as far as to say that case studies and providing evidence to demonstrate your competence and experience are the single most important elements of a winning recruitment tender! This document shows you how to write impactful case studies and provides 2 examples.
Implementation / Mobilisation Process & Project Plan
Contract implementation process and project plan template providing a detailed breakdown of each stage that a recruitment agency will need to go through in order to implement a new contract. This comes with a project plan Gantt chart for permanent and temporary recruitment.
Master Vendor – Benefits
A quick overview of why recruitment agency clients see Master Vendor solutions as operationally and commercially beneficial. This document may assist you if you are trying to engage with a client on a Master Vendor basis, enabling you to point out why they should consider this solution.
Health and Safety Policy Statement
Occasionally you are asked to provide a Health & Safety Policy Statement rather than a full Health & Safety Policy in recruitment tenders. This statement template is designed to support the extremely robust Health & Safety Policy Template written by Brunton Bid Writing (available in the Health, Safety, Safeguarding and Care category) as it provides an overview what is covered in the full Health & Safety Policy.
How to Write an Executive Summary
Bids and tenders often ask you to start the document with an executive summary. This may be a generic company executive summary or a “tender specific” one which is an overview of how your company will meet the client’s overall requirements. This useful document gives a breakdown of what should be included in an executive summary.
Equality Monitoring Form
A template form to enable the company to gather the information that underpins the Equality Act 2010 covering relevant protected characteristics and enabling you to establish the diversity of your staff and applicants to support equality monitoring for both best practice and to support recruitment tender writing.
Discounts and Rebates
A range of different ways of discounting price for recruitment agencies when tendering, together with considerations and implications of each method. This free download details ideas for offering guarantees, discounts & rebates for recruitment agencies including a range of different ways of discounting price with a view to offering added value to the client in return for additional commitment and business.
Complaint Record Form
A free Complaints Record template which shows the information that is gathered when a client or candidate complaint is made to a recruitment agency including how this information is recorded and how the complaint is resolved and signed off.
Calculating Holiday Pay / WTR
Step by step instructions on how to calculate paid annual leave for temporary workers.
Calculating Actual NI
Step by step instructions on how to calculate the true cost of employer’s NI for temporary workers.
Bid Writing Style Guide
A guide to business writing as well as how to present bids and tenders including writing style, grammar, spelling, consistency and layout which all have an impact on the overall success of a submission. This document provides basic rules and suggestions to help you to develop a consistent corporate style and to construct clear and persuasive tenders and proposals.
Audit Checklist
A tick list that allows recruitment agencies to check that all legal, regulatory and best practice documentation and information has been received, validated and is up to date in the candidate file. This document should be amended as appropriate to include sector specific or client specific requirements.
Application Form
This application form template is suitable for recruitment agencies supplying temporary workers, contractors and permanent placements. This form would also be suitable for a broad range of employers with some minor modifications.
10 Top Tips for Recruitment Tendering
Advice & guidance to help smaller recruitment agencies compete successfully with the large players when tendering to provide temporary, contract or permanent recruitment services.
