A UK client checklist for scope, employment responsibilities, secure access and a useful first month.
Agree the working relationship before provisioning accounts. Your company directs the work. Confirm the EOR responsibilities and the South African employment arrangements in the contract.
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Turn the list into a plan
Keep the agreed scope, approval owners and start-date dependencies in one shared onboarding plan. Check current guidance for your circumstances before transferring personal data.
Prepared for operational planning · Reviewed 7 November 2026. Check official guidance for changes and requirements that apply to your circumstances. Checklist progress stays on this page until you leave or reload.