Remote Work Agreement Preparation Checklist In The United Kingdom
Checklist item | Checklist category | Timing | Reason for inclusion | Supporting records |
|---|---|---|---|---|
Both parties | ||||
Confirm whether remote work is permanent, temporary, hybrid, or trial-based. | Contract terms | Before agreement starts | Clarifies the legal and practical status of the arrangement. | Signed agreement offer letter hybrid policy trial approval email. |
Employer | ||||
State whether the agreement varies the employment contract. | Contract terms | Before agreement starts | Avoids uncertainty about contractual rights and obligations. | Contract variation letter employee consent updated contract. |
Both parties | ||||
Obtain clear written acceptance before changing contractual terms. | Contract terms | Before agreement starts | Reduces dispute risk over unilateral contract changes. | Signed variation consultation notes email acceptance. |
Employer | ||||
Confirm the employee's normal place of work and any office attendance requirement. | Work location | Before agreement starts | Prevents disputes about travel, attendance, and relocation expectations. | Employment contract remote work agreement rota or attendance policy. |
Employee | ||||
List approved remote work addresses and require notice of address changes. | Work location | Before agreement starts | Supports risk assessment, tax, insurance, and security checks. | Address declaration risk assessment change notification form. |
Employer | ||||
Decide whether working abroad is prohibited or requires prior approval. | Work location | Before agreement starts | Overseas work can create tax, immigration, employment, and data risks. | Overseas working policy approval request tax and immigration advice. |
Check whether the employee has a legal right to work from the proposed location. | Work location | Before agreement starts | Right-to-work obligations may be affected by location. | Right-to-work check location declaration immigration advice. |
Both parties | ||||
Confirm core hours, availability windows, and flexibility limits. | Contract terms | Before agreement starts | Sets expectations for availability, meetings, and service delivery. | Working pattern schedule team rota availability rules. |
Employer | ||||
Confirm compliance with working time limits and rest breaks. | Contract terms | At commencement | Remote work can blur working hours and rest time. | Working time records opt-out agreement rota timesheets. |
Agree how overtime, additional hours, and time off in lieu will be authorised. | Contract terms | Before agreement starts | Prevents unauthorised overtime and pay disputes. | Overtime policy approval emails payroll records. |
Confirm salary, allowances, and benefits remain unchanged unless stated. | Contract terms | Before agreement starts | Avoids unintended changes to remuneration or benefits. | Contract benefits statement payroll confirmation. |
Confirm the employee remains subject to all workplace policies. | Contract terms | At commencement | Ensures remote staff follow the same rules as office staff. | Policy acknowledgement staff handbook intranet records. |
Both parties | ||||
Include a review date for remote work arrangements. | Performance management | On review or termination | Allows suitability, performance, wellbeing, and business needs to be reassessed. | Calendar reminder review meeting notes updated agreement. |
Specify notice required to end or change the remote work arrangement. | Contract terms | Before agreement starts | Provides a clear route back to office or altered working patterns. | Notice clause review outcome change notice. |
Employer | ||||
Check whether the arrangement is a statutory flexible working request. | Contract terms | Before agreement starts | Statutory requests have procedural rules and decision time limits. | Flexible working request decision letter consultation notes. |
Assess equality and reasonable adjustment considerations. | Contract terms | Before agreement starts | Remote work may be needed to avoid discrimination or support disability. | Occupational health report adjustment plan equality assessment. |
Provide a list of employer-supplied equipment. | Equipment | Before agreement starts | Clarifies ownership, maintenance, replacement, and return obligations. | Equipment inventory asset tags issue receipt. |
Confirm permitted use of personal devices for work. | Equipment | Before agreement starts | BYOD can increase security and data protection risks. | BYOD policy device register security configuration record. |
Set responsibility for maintenance, repair, and replacement of equipment. | Equipment | At commencement | Ensures faults are fixed quickly and safely. | Maintenance log support tickets warranty records. |
Employee | ||||
Explain how equipment must be returned when remote work ends. | Equipment | On review or termination | Protects company property and confidential information. | Return checklist courier receipt asset reconciliation. |
Employer | ||||
Check the home workstation is suitable for display screen equipment use. | Health and safety | Before agreement starts | Reduces ergonomic risks from prolonged screen work. | DSE assessment workstation photos adjustment record. |
Complete a homeworking health and safety risk assessment. | Health and safety | Before agreement starts | Employers owe health and safety duties to home workers. | Risk assessment action plan employee confirmation. |
Both parties | ||||
Agree how work-related accidents at home must be reported. | Health and safety | At commencement | Supports investigation, prevention, and statutory reporting where required. | Accident report incident log RIDDOR assessment. |
Employer | ||||
Consider lone working risks and emergency contact arrangements. | Health and safety | Before agreement starts | Remote workers may be isolated during illness, incidents, or emergencies. | Lone working assessment emergency contact form check-in procedure. |
Include wellbeing, stress, and isolation check-ins. | Health and safety | During remote work | Remote work can increase work-related stress and isolation. | One-to-one notes wellbeing plan occupational health referral. |
Confirm any required eye tests for display screen equipment users. | Health and safety | During remote work | DSE users may be entitled to eyesight tests and special corrective appliances. | DSE user status eye test voucher reimbursement record. |
Employee | ||||
Confirm whether the employee's home insurance covers work-related use. | Work location | Before agreement starts | Homeworking may need disclosure to insurers or landlords. | Insurance confirmation landlord consent mortgage or tenancy checks. |
Check whether landlord, mortgage, or lease terms restrict home working. | Work location | Before agreement starts | Some residential agreements restrict business use. | Tenant confirmation landlord consent mortgage terms review. |
Employer | ||||
Define which remote work expenses are reimbursable. | Expenses | Before agreement starts | Prevents disputes over broadband, utilities, furniture, and travel costs. | Expenses policy reimbursement schedule receipts. |
Confirm expense claim procedure and approval limits. | Expenses | At commencement | Ensures expenses are controlled and properly evidenced. | Expense forms receipts manager approvals payroll records. |
Clarify whether commuting to the office is reimbursed. | Expenses | Before agreement starts | Hybrid work can create uncertainty over ordinary commuting costs. | Travel policy workplace clause reimbursement decisions. |
Assess tax treatment of homeworking payments and equipment. | Expenses | Before agreement starts | Some payments or benefits may have PAYE or reporting consequences. | Payroll advice P11D records HMRC guidance note expense receipts. |
Both parties | ||||
Confirm internet and telephone cost responsibility. | Expenses | Before agreement starts | Connectivity is essential and can create recurring cost disputes. | Allowance clause bills reimbursement approvals. |
Employer | ||||
Confirm secure access methods, including VPN or approved cloud systems. | Data protection | Before agreement starts | Protects systems and personal data accessed away from the workplace. | IT access record VPN logs security policy acknowledgement. |
Require multi-factor authentication where appropriate. | Data protection | At commencement | Reduces unauthorised access risk for remote accounts. | MFA enrolment logs IT policy access audit. |
Employee | ||||
Prohibit sharing work devices with family or household members. | Data protection | At commencement | Prevents unauthorised access to business systems and information. | Device use policy employee acknowledgement training record. |
Both parties | ||||
Set rules for printing, storing, and disposing of confidential documents at home. | Data protection | At commencement | Paper records at home increase loss, theft, and disclosure risk. | Clean desk policy secure storage confirmation shredding records. |
Employer | ||||
Confirm compliance with UK GDPR security obligations. | Data protection | Before agreement starts | Remote processing must use appropriate technical and organisational measures. | Security policy access controls encryption settings audit logs. |
Review whether a data protection impact assessment is needed. | Data protection | Before agreement starts | New remote monitoring or processing may create high privacy risks. | DPIA screening completed DPIA risk mitigation plan. |
Both parties | ||||
Explain personal data breach reporting duties for remote incidents. | Data protection | At commencement | Lost devices or misdirected emails may require urgent action. | Breach procedure incident report ICO notification record. |
Employee | ||||
Set confidentiality obligations for calls, screens, and household interruptions. | Data protection | At commencement | Remote environments can expose confidential conversations or screens. | Confidentiality clause privacy screen issue record training acknowledgement. |
Employer | ||||
Confirm whether employee monitoring will be used and explain it transparently. | Performance management | Before agreement starts | Monitoring remote workers must be lawful, fair, and transparent. | Privacy notice monitoring policy DPIA employee notification. |
Update employee privacy notices if remote work changes data use. | Data protection | Before agreement starts | Employees must be told how their personal data is used. | Updated privacy notice issue record intranet publication. |
Both parties | ||||
Define expected communication channels and response times. | Communication | At commencement | Reduces delays, misunderstandings, and over-contacting. | Team charter communications policy service standards. |
Employer | ||||
Schedule regular manager one-to-ones. | Communication | During remote work | Supports supervision, wellbeing, feedback, and workload management. | Meeting schedule one-to-one notes action logs. |
Both parties | ||||
Agree team meeting attendance and camera or recording expectations. | Communication | At commencement | Balances collaboration, privacy, inclusion, and accessibility. | Meeting rules accessibility adjustments recording notice. |
Employer | ||||
Set escalation routes for urgent issues and IT outages. | Communication | At commencement | Remote workers need clear support when systems fail. | IT service desk details escalation matrix outage logs. |
Employee | ||||
Agree how sickness absence and appointments will be reported remotely. | Communication | At commencement | Remote work must not obscure absence or availability status. | Absence policy sickness notification fit note HR record. |
Both parties | ||||
Set expectations for annual leave booking and handovers. | Communication | During remote work | Ensures cover and avoids hidden working during leave. | Leave records handover notes out-of-office message. |
Employer | ||||
Define role objectives, outputs, and measurable deliverables. | Performance management | At commencement | Remote management should focus on outcomes, not visibility alone. | Objectives KPIs appraisal documents project plans. |
Confirm supervision arrangements for new starters or junior staff. | Performance management | At commencement | Remote work can reduce informal training and support. | Induction plan supervision schedule mentoring notes. |
Apply performance standards consistently between remote and office workers. | Performance management | During remote work | Reduces unfair treatment and discrimination risks. | Performance framework appraisal calibration equality records. |
Agree how productivity concerns will be raised and documented. | Performance management | During remote work | Creates a fair process for addressing remote performance issues. | Performance notes improvement plan meeting records. |
Confirm training needed for remote systems and cyber security. | Data protection | At commencement | Training reduces user error and security incidents. | Training completion record cyber policy acknowledgement quiz results. |
Employee | ||||
Confirm the employee has a safe and suitable workspace. | Health and safety | Before agreement starts | The employee must report practical limits on safe homeworking. | Employee self-assessment workspace declaration photos if appropriate. |
Agree use of secure Wi-Fi and avoidance of unsafe public networks. | Data protection | At commencement | Insecure networks increase interception and account compromise risk. | Remote access policy employee acknowledgement IT guidance. |
Set rules for remote work in public places. | Work location | Before agreement starts | Public places increase confidentiality, theft, and screen visibility risks. | Location policy confidentiality rules security training record. |
Both parties | ||||
Confirm business continuity expectations during power, broadband, or device failure. | Communication | At commencement | Remote work depends on home utilities and technology. | Continuity plan outage notification alternative work location plan. |
Employer | ||||
Confirm access to confidential waste disposal or secure shredding. | Data protection | At commencement | Home disposal can expose client, employee, or business data. | Shredding process collection receipts secure disposal logs. |
Confirm software licensing covers remote installation and use. | Equipment | Before agreement starts | Unauthorised software use can breach licence terms and security rules. | Software licence register device build record approved apps list. |
Employee | ||||
Agree restrictions on installing unapproved apps or browser extensions. | Data protection | At commencement | Unapproved software can introduce malware or data leakage. | Acceptable use policy device management logs app approval records. |
Employer | ||||
Clarify ownership of work product and intellectual property created remotely. | Contract terms | Before agreement starts | Remote creation should not create uncertainty over work product ownership. | IP clause employment contract project records. |
Confirm disciplinary, grievance, and whistleblowing channels are accessible remotely. | Communication | At commencement | Remote workers must be able to raise concerns and access fair procedures. | Policy links HR contact list employee acknowledgement. |
Check remote work does not create unequal access to promotion or training. | Performance management | During remote work | Remote staff may be disadvantaged by proximity bias. | Training records promotion data equality monitoring appraisal notes. |
Confirm arrangements for probation review if the employee starts remotely. | Performance management | At commencement | Remote onboarding may require clearer targets and support. | Probation plan review notes onboarding checklist. |
Set rules for client meetings or visitor access at the home workspace. | Work location | Before agreement starts | Home visits can create safety, insurance, privacy, and safeguarding issues. | Client meeting policy visitor prohibition risk assessment. |
Both parties | ||||
Confirm rules for caring responsibilities during working hours. | Contract terms | Before agreement starts | Clarifies availability while avoiding discriminatory assumptions. | Flexible working agreement working pattern adjustment notes. |
Employee | ||||
Agree secure storage of company equipment outside working hours. | Equipment | At commencement | Reduces theft, loss, and unauthorised household access. | Equipment policy storage confirmation incident reports. |
Employer | ||||
Confirm data backup and file-saving rules. | Data protection | At commencement | Prevents loss of business records stored locally or offline. | Backup policy cloud storage settings device audit logs. |
Confirm rules for remote access by contractors or third parties. | Data protection | Before agreement starts | Third-party access may require processor contracts and security controls. | Processor agreement access approval supplier security review. |
Both parties | ||||
Set procedure for lost or stolen devices. | Data protection | At commencement | Fast reporting enables remote wipe and breach assessment. | Incident procedure loss report remote wipe log breach assessment. |
Employer | ||||
Check employer liability insurance covers homeworking activities. | Health and safety | Before agreement starts | Employers normally need cover for employees working remotely. | Insurance certificate broker confirmation policy schedule. |
Both parties | ||||
Confirm fire and electrical safety expectations for home equipment. | Health and safety | At commencement | Unsafe cables, chargers, or overloaded sockets can cause harm. | Equipment instructions PAT records if used risk assessment notes. |
Employer | ||||
Confirm the employee can disconnect outside agreed working hours. | Communication | At commencement | Helps manage stress, excessive hours, and work-life boundaries. | Working hours clause communications policy workload reviews. |
Record how remote work affects travel time for work journeys. | Contract terms | Before agreement starts | Travel rules affect working time, expenses, and scheduling. | Travel policy place of work clause timesheets. |
Confirm minimum wage compliance where unpaid setup or travel time is required. | Contract terms | During remote work | Remote work practices must not reduce pay below legal minimums. | Pay records time records expense deductions review. |
Both parties | ||||
Confirm procedures for handling post, deliveries, and company documents at home. | Data protection | At commencement | Physical documents can be misplaced or seen by others. | Document handling procedure courier logs receipt confirmations. |
Specify how remote work reviews will consider business needs and employee wellbeing. | Performance management | On review or termination | Creates a balanced basis for continuing, changing, or ending remote work. | Review form performance data wellbeing notes revised agreement. |
Employee | ||||
Confirm how confidential information will be returned or deleted when remote work ends. | Data protection | On review or termination | Ensures data is not retained on personal devices or at home. | Deletion certificate return checklist IT confirmation document collection log. |
What Should A UK Remote Work Agreement Cover?
A UK remote work agreement should usually cover contractual status, permitted work location, working hours, equipment, expenses, health and safety, data protection, communication rules, and performance management. The most legally sensitive items are those linked to employment contract changes, statutory health and safety duties, UK GDPR compliance, and pay or working time records.
When Should A Remote Work Agreement Be Put In Place?
The most important items should be settled before remote work starts, especially whether the arrangement is permanent or temporary, where the employee may work, what equipment will be supplied, how costs will be handled, and whether any contract variation is needed. Reviews should be diarised because homeworking arrangements can affect supervision, wellbeing, security, tax, insurance, and team coordination over time.
Who Is Responsible For Remote Working Compliance?
Responsibility is shared, but not equally for every issue. Employers remain responsible for health and safety risk management, fair treatment, data protection governance, working time controls, and providing a clear agreement. Employees are usually responsible for following security rules, reporting hazards or incidents, keeping records where required, and using equipment appropriately.
What Evidence Should Be Kept For A Teleworking Agreement?
Useful supporting records include the signed agreement, contract variation letter, homeworking risk assessment, equipment inventory, expense policy acknowledgements, data protection training records, DPIAs where relevant, working time records, meeting notes, performance objectives, review outcomes, and return-of-equipment confirmations.

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