Take Control of your Umbrella Compliance

    Effortlessly manage documents, monitor real-time compliance, and build a trusted supply chain — all from one powerful ecosystem.

    Umbrella Management

    Why Agencies Trust SafeRec for Umbrella Management

    SafeRec simplifies complex umbrella relationships with real-time insights, intelligent automation, and effortless document control — giving you confidence and control across your entire supply chain.

    Powerful Compliance Scoring

    Gain instant clarity with real-time compliance scores for every umbrella partner. See where risks lie, take action with clear next steps, and elevate your due diligence with data you can trust.

    Proactive Compliance Monitoring

    Never be caught off guard. Get instant alerts when umbrella companies fall out of line — whether that's lost accreditation, missed filings, or newly flagged risks. Stay ahead, always.

    Intelligent Document Management

    No more chasing documents. Request, store, and track all due diligence files in one place. Our automated reminders ensure every file stays current — so you're always inspection-ready.

    Compliance Score
    You are doing great!
    95
    /100
    Feature Highlight

    See Risk Clearly with Real-Time Compliance Scoring

    Get a clear, data-backed view of your supply chain's compliance health. SafeRec's intelligent scoring engine rates each umbrella company using multiple data points — helping you prioritise actions and reduce risk fast.
    • Instant compliance scores for your full PSLTrack your overall compliance performance at a glance.
    • Detailed scoring for each umbrella companyDrill down into individual suppliers to spot strengths and red flags.
    • Quickly identify and address high-risk relationshipsFocus your time where it matters most — and fix issues before they escalate.
    Compliance Alerts
    Umbrella compliance status
    3 Alerts
    Feature

    Effortless Compliance Document Control

    No more chasing paperwork or second-guessing expiry dates. SafeRec automates document collection and renewal tracking, so you can focus on growth — not admin.
    • Instant document requests, zero back-and-forthRequest key due diligence files from umbrella companies with a single click — fully trackable and audit-ready.
    • Automated alerts for expired or missing documentsNever miss a renewal. Get notified when insurance lapses, accreditations expire, or files go missing.
    • Centralised, secure storage with smart access controlKeep all compliance documents in one secure hub, accessible only to the right people at the right time.
    Document Collection
    Required compliance documents
    3/4 Complete
    Certificate of Incorporation
    Valid
    Professional Indemnity Insurance
    Expired Oct 15, 2023
    VAT Registration
    Not uploaded
    PAYE Reference
    Valid
    Feature

    Stay Ahead of Risk with Instant Compliance Alerts

    Get full visibility across your umbrella supply chain — and act fast when something goes wrong. SafeRec's real-time monitoring system keeps you one step ahead with instant alerts the moment compliance issues arise.
    • Immediate alerts when umbrella companies lose standard accreditations
    • Real-time risk notifications across your supply chain
    • HMRC Tax Avoidance Scheme List tracking (coming soon)

    Add new due diligence tasks to process

    Expense policy
    Feature

    Customised Compliance That Fits Your Business

    Take full control of your due diligence with workflows, assessments, and reporting built around your industry and compliance needs — all in one powerful dashboard for all your team.
    • Tailor your due diligence process to suit your operationsAdapt workflows and checks to match your internal policies and sectors.
    • Follow clear, guided assessments for every companyEnsure nothing is missed with step-by-step risk evaluation criteria.
    • Manage suppliers and tasks in one central dashboardTrack progress, assign actions, and report on compliance from one place for your entire team.
    Umbrella Due Diligence Report
    Prepared for: Your Agency Name
    Certified Umbrella
    Report Highlights
    Company & Background Checks
    Verified
    Legal & Regulatory Review
    Passed
    Tax & Payroll Audit
    Compliant
    Reviewed in partnership with
    WTT Legal
    Exclusive Report

    Expert Due Diligence Reports for SafeRec Certified Umbrellas

    Trust every umbrella on your PSL with confidence. SafeRec's Due Diligence Reports for SafeRec Certified Umbrella Companies are conducted independently on your behalf, giving you clear, verified insights across legal, tax, and operational compliance — without the admin burden.
    • Covers legal, payroll, tax, and payment model riskIn-depth reviews across every key compliance area.
    • Conducted in partnership with WTT LegalIndependent, expert verification from a regulated UK law firm.
    • Supports compliance with the Criminal Finances Act 2017Demonstrates robust procedures and protects your agency from liability.

    More from the Compliance Ecosystem

    Explore other integrated tools within the SafeRec Compliance Ecosystem, designed for seamless, end-to-end agency compliance.

    Key Information Document
    Name
    John Doe
    Worker Type
    PAYE
    Compliant document: Meets all requirements set by the Employment Agencies Act.
    Solution

    Key Information Document (KID)

    Effortlessly Generate Fully Compliant KIDs—In Seconds Simplify the way you create, manage, and distribute Key Information Documents. Stay ahead of evolving regulations and guarantee transparency for agency workers with documents that meet EAS standards.

    £0.00
    £50.00
    £100.00
    £150.00
    £200.00
    £250.00
    £300.00
    £350.00
    £400.00
    £450.00
    Payslip Audit Report
    Audited
    Audit Score
    100%
    Statutory Deductions
    £530.76
    National Minimum Wage Check
    Solution

    Forensic Payslip Audits

    The UK's Only Payslip Auditing Technology—Now as Easy as Drag-and-Drop Auditing payslips has never been this simple—or this powerful. Just drag and drop your files, and let SafeRec's cutting-edge tech do the rest. You'll get a full compliance report that flags discrepancies, verifies gross-to-net accuracy, and ensures every payslip meets legal standards.

    Your Agency Suppliers
    Sample Umbrella A
    £15.00
    Certified
    Sample Umbrella B
    £15.00
    Sample Umbrella C
    £15.00
    Solution

    Umbrella Comparator Tool

    Give Clients Full Visibility with Your Own Umbrella Comparator Create a branded, shareable URL that showcases your Preferred Supplier List in real-time. Let your clients compare umbrella companies transparently—with live compliance data and clear breakdowns of what each provider offers.

    Simplify Your Due Diligence Process Today

    Join hundreds of recruitment agencies already using SafeRec to streamline their compliance operations, leverage expert reports, and reduce risk.

    No credit card required. Access comprehensive tools and reports.

    Trusted by leading organisations

    Acacium Group
    Commercial Service Group