Mandatory Fields for Candidates on Evertime

The table below indicates the mandatory fields per candidate type (PAYE, Limited or Umbrella).

PAYE Candidates

• Title / Salutation
• Firstname
• Surname 
• Address Line 1
• Address Line 2
• Town/City
• Region
• Country Code
• Postcode
• External ID (If the candidate already exists in Evertime)
• Email Address
• Worker Type
• Start Date
• NI Number
• NI Category
• Tax Basis
• Payment Method
• Payroll Frequency
• Self-Bill
• Date of Birth
• Gender
• Currency
• Bank Name
• Account Name
• Account Number
• Sort Code

Umbrella Candidates

• Title / Salutation
• Firstname
• Surname 
• Address Line 1
• Address Line 2
• Town/City
• Region
• Country Code
• Postcode
• External ID (If the candidate already exists in Evertime)
• Email Address
• Worker Type
• Payment Provider
• Start Date
• NI Number
• NI Category
• Tax Basis
• Payment Method
• Payroll Frequency
• Self-Bill
• Date of Birth
• Gender
• Currency

There are mandatory information needed for Umbrella’s, which is as follows:

• Provider Name
• External ID
• Company ID
• Company Name
• Address Line 1
• Address Line 2
• Postcode
• VAT Number
• VAT Code
• Currency
• Bank Name
• Account Name
• Account Number
• Sort Code
• Invoice Contact First Name
• Invoice Contact Last Name
• Self-Billing
• Remittance Email

Limited Candidates

• Title / Salutation
• Firstname
• Surname 
• Address Line 1
• Address Line 2
• Town/City
• Region
• Country Code
• Postcode
• External ID (If the candidate already exists in Evertime)
• Email Address
• Worker Type
• Payment Provider
• Start Date
• NI Number
• NI Category
• Tax Basis
• Payment Method
• Payroll Frequency
• Self-Bill
• Date of Birth
• Gender
• Currency

For Limited Candidates, there is an additional tab on the profile, with additional mandatory fields, which are as follows:

• Company ID
• Company Name
• Address Line 1
• Address Line 2
• Town
• County
• Postcode
• Bank Name
• Account Name
• Account Number
• Sort Code
• VAT Number
• VAT Code