Key Information Document (KID) Process Flow
Important: Class People does not offer direct PAYE engagement. A completed PAYE KID is nevertheless issued for comparison alongside the KID for every approved umbrella provider.
Initial contact and selection
Step 1: The work-seeker contacts Class People or makes an initial request to register.
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Step 2: Before terms are agreed or work-finding services are provided, the consultant sends a separate KID pack containing: (a) a completed PAYE KID for comparison; and (b) a completed current KID for each approved umbrella provider - Class People Pay, I4 Pay Partners, New Red Planet and Numbermill.
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Step 3: The consultant records the date, version and method of issue for every KID and stores the covering email and KIDs in Notes and Attachments on the work-seeker's Salesforce candidate record.
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Step 4: The work-seeker reviews and compares all KIDs before selecting an umbrella provider.
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Step 5: The consultant confirms that the selected provider's KID remains current, then proceeds with the Terms of Engagement and registration documentation.
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Step 6: The work-seeker registers with the selected umbrella provider and completes the Class People onboarding process.
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Step 7: All safeguarding, vetting and compliance checks are completed.
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Step 8: The work-seeker becomes eligible for placement only after the KID process and all compliance checks are complete.
Change of umbrella provider or other material change
Step 1: A proposed change is identified, including a change of umbrella provider or any material change to the information contained in a KID.
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Step 2: The consultant obtains or prepares the current KID relevant to the changed arrangement.
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Step 3: The updated KID is issued before the change takes effect.
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Step 4: The previous KID is retained and the updated KID, date, version, method and reason for reissue are recorded in Salesforce.
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Step 5: The worker may start or continue under the changed arrangement only after the updated KID has been issued.
Key compliance rules
• Class People, not the umbrella company, is responsible for issuing the KIDs.
• The PAYE KID and all current umbrella KIDs are issued at first contact.
• KIDs are issued before terms are agreed, before work-finding services and before umbrella selection or registration.
• Each KID is issued as a separate document.
• Evidence of issue is retained in Salesforce Notes and Attachments.
• A revised KID is issued whenever the selected provider or any material KID information changes.
• No worker is supplied until the relevant KID is current, issued and recorded.
Consultant checklist
□ PAYE comparison KID issued.
□ Current KID for every approved umbrella provider issued.
□ KIDs issued before terms were agreed or work-finding services began.
□ Date, version and method of issue recorded for each KID.
□ Covering email and all KIDs stored in Salesforce Notes and Attachments.
□ Work-seeker reviewed the options and selected an umbrella provider.
□ Selected provider's KID remains current.
□ Updated KID issued if the provider or any material information changed.
□ All compliance checks completed.
If any box cannot be ticked, the worker must not be supplied until the issue has been resolved.