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Remote Work Agreement Preparation Checklist In The United Kingdom

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Use this checklist to prepare a clear, compliant remote work agreement for UK employees. It supports practical planning alongside the AI Generated British Flexible Working Arrangement Agreement.
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.

Remote work agreement preparation checklist
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FAQs

It is a step-by-step list of the key information needed to create a UK remote work agreement, including role details, work location, equipment, expenses, data security, health and safety, and working hours.
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References and Information Sources