Terms of Business

Perm vs temp Terms of Business: when to use each (UK recruitment)

Two separate flows, two separate documents, two different clause sets.


RateCalc keeps temp and perm Terms of Business as separate documents. Different clause sets, different defaults, different sign-off rules. Pick the right one when you upload, and the rest of the platform follows along.

Settings Perm ToBs tab showing the perm-specific defaults: rebate schedule, transfer fees, guarantee period, and the perm ToB upload zone
Settings → Perm ToBs has its own upload zone and its own defaults section. The rebate schedule, transfer fee and guarantee fields slot into every perm ToB you send.

Temp Terms of Business

For agency workers placed on a temporary contract via your agency. Covers payment terms, timesheet rules, minimum shift hours, termination notice, AWR uplift terms, and the indemnities the client gives you.

Perm Terms of Business

For candidates introduced for permanent employment. Covers the introduction fee (% of first-year salary), the rebate schedule (refund % by weeks-since-start), transfer fees (if the client introduces your candidate elsewhere), and the guarantee period.

Which plans include which

Starter / Solo (temp plan)Temp ToB only. Add the Perm add-on at £30/mo for perm ToBs.
Team / AgencyBoth temp and perm ToBs included.
Perm (perm-only plan)Perm ToBs only — designed for agencies that do no temp work.

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Last updated: 2026-06-29. Did this not answer your question? Click the chat bubble bottom-right or email hello@ratecalc.io.

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