IR35 ASSESSMENT
Pre-deploymentLocal review mode
UAT PROTOTYPE · PROVISIONAL QUESTIONS AND LOGIC · NO LIVE DETERMINATIONS OR SDS
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Long-term controlled state model

Target assessment workflow

The contractor-first pilot records client actions through Bar2, while this canonical model preserves the fuller target process. Every move has a named actor and prerequisites; an initial outside indication is not an SDS.

  1. 01
    Begin contractual-chain review

    draft → contractual chain review

  2. 02
    Start hiring-manager assessment

    contractual chain review → working conditions assessment

    Requires: contract chain complete
  3. 03
    Request client approval

    working conditions assessment → awaiting client approval

    Requires: working conditions finalised
  4. 04
    Approve role baseline

    awaiting client approval → role baseline approved

    Requires: client approval retained, baseline snapshot retained
  5. 05
    Make approved baseline available for placements

    role baseline approved → awaiting placement

  6. 06
    Record placement and invite contractor

    awaiting placement → contractor invited

    Requires: placement recorded, contractor has started
  7. 07
    Begin contractor assessment

    contractor invited → contractor assessment

  8. 08
    Submit contractor assessment

    contractor assessment → comparison review

    Requires: contractor snapshot retained
  9. 09
    Clarify conflicts by telephone

    comparison review → telephone clarification

    Requires: comparison complete
  10. 10
    Confirm comparison has no unresolved conflict

    comparison review → ready for final decision

    Requires: comparison complete, conflicts resolved or recorded
  11. 11
    Record clarification and amendments

    telephone clarification → ready for final decision

    Requires: conflicts resolved or recorded, telephone evidence retained
  12. 12
    Approve outside determination and issue SDS

    ready for final decision → sds approved

    Requires: outside decision retained, sds final version retained
  13. 13
    Record inside determination for PAYE

    ready for final decision → inside paye

    Requires: inside decision retained
  14. 14
    Escalate inconclusive assessment to Markel

    ready for final decision → escalated to markel

    Requires: inconclusive decision retained
  15. 15
    Return reviewed assessment to Bar2

    escalated to markel → ready for final decision

    Requires: markel review retained
  16. 16
    Share SDS with contractor

    sds approved → sds shared

    Requires: sds shared with contractor
  17. 17
    Upload SDS to Dynamics 365 contract record

    sds shared → dynamics uploaded

    Requires: dynamics upload recorded
  18. 18
    Authorise onboarding with Bar2 as fee payer

    dynamics uploaded → onboarding authorised

    Requires: completion note retained
  19. 19
    Complete inside determination route

    inside paye → complete

    Requires: completion note retained
  20. 20
    Mark assessment complete

    onboarding authorised → complete