Detailed Staffing Brief

Primary contact

Provide the client's primary contact information so we can get in touch when needed.

Full nameJob titleBusiness email addressTelephone numberInclude country code

Alternative contact

An alternative business contact for urgent issues if the primary contact is unavailable. This is not a personal next-of-kin contact. Enter N/A if no alternative is available.

Contact nameContact job titleTelephone numberInclude country codeAvailable contact hoursInclude time zone

Business details

Tell us a little about the client's company and business operations.

Legal business nameTrading nameIf differentCompany registration numberIf applicableIndustry / sectorWebsiteOptionalBusiness / registered addressOperating addressIf different

Staffing requirement

Tell us who you need and what they will be responsible for.

Role details

You may attach an existing job description and enter ‘See attached’ in the relevant boxes instead of repeating the same information.

Main purpose of the roleMain responsibilitiesList the key dutiesDaily / weekly deliverablesKey tasks, outputs or targetsEssential skills and experienceDesirable skillsOptionalRequired qualifications, licences or checksRole-related requirements only; CDL to clarify applicabilityExisting job descriptionIf applicable. One file, maximum 7 MB.

Working pattern

Provide exact working times as well as the shift type.

Communication and updates

Provide any communication preferences and details of updates or changes that need to be actioned.

Other communication methodComplete if you selected Other

Required update frequency

WeeklyMonthlyOther

Other update frequencyComplete if you selected OtherUpdate recipient(s)Name and email; enter ‘same as primary contact’ if applicableWhat should updates include?For example, progress, attendance, targets or outstanding actions

Systems and equipment

Tell us what systems, access and equipment staff will need.

Do not include passwords, access codes, bank details, identity documents or confidential customer records. List access and security requirements only.

Which platforms will staff use?List email, CRM, accounting, care-management or other systemsEmail accounts, software licences and access requiredRequired equipment / technologyFor example, computer, headset, extra monitor, phone or specialist softwareEquipment / technology required from your businessEquipment / support requested from CDLSubject to separate agreementClient IT / access contactName and email; enter ‘same as primary contact’ if applicableSecurity requirements or remote access restrictionsFor example, VPN, multi-factor authentication, data access limits or client policiesSystems training / induction requiredBriefly describe, or enter none / to discuss

UK landline

Let us know whether your team needs a UK landline and how calls should be handled.

Do you need us to set up a UK landline?

YesNoPlease discuss with me

Preferred UK area code / locationComplete only if neededPreferred number arrangementComplete only if neededCall-handling requirementsIncoming / outgoing calls, number of users, call diversion or other requirements

Practical details

Provide any remaining practical details and confirm your request.

Accounts / invoice contactName and email; enter ‘same as primary contact’ if applicableBilling addressIf different from the business address

Is a purchase order required?

YesNoTo discuss

Time sheet approver / deadlineIf applicable: name, email and approval deadlineClient interview / approval contactName and email; enter ‘same as primary contact’ if applicableInterview availability / assessment preferencesOptionalClient induction / training contact and availabilityIf requiredOther requirements, dependencies or deadlinesOptional

Declaration

Please confirm that you are authorised to submit this staffing request.

I am authorized to submit this request on behalf of the business, and the information is accurate to the best of my knowledge. This form is a staffing request, not a service agreement or approval of charges. Scope, rates, start date, equipment and additional services will be agreed separately in writing.

Full nameJob titleSignature / typed nameDate