For applicants
The Employment Detail section contains the applicant's worker/payment type (e.g., PAYE or Ltd contractor)
This selected type determines which rate they're assigned on placements and if AWR is to be calculated
For Ltd contractors or umbrella workers, you can link the applicant to their company if it's added as a client record in Access Recruitment CRM
For placements
If a Payment Company is specified on the placement, the system will use that
If no Payment Company is set on the placement, it will use the one set on the applicant
There's no rule forcing you to fill in the Payment Company on the Placement
Consistency checks:
You'll get an error if, for example, the applicant has PAYE details but the placement is set as Ltd/Umbrella
Remember, once a placement is exported with specific payment data, you can't change it in the system.
📌 Note: It is possible to add Payment types to Access Recruitment CRM to support your business workflows, and if required add validation and business rules around the ones you want to use. Please contact you Account Manager or Customer Success Manager to discuss this further.