Ask each provider to respond to the same brief and record the answers against its proposal. The checklist below is designed for businesses considering Philippine-based team members. It separates practical questions about the service from the commercial terms you need confirmed before proceeding.
First Establish Who Will Direct the Work
A provider’s involvement in recruitment and HR does not establish who owns daily delivery. Ask: “Who assigns the work, reviews its quality, and resolves competing priorities?” The answer determines whether you need a manager in your business with time to supervise the person.
For a dedicated staffing arrangement, your business may retain those responsibilities while the provider handles agreed recruitment and people administration. If you need a provider to run a function or deliver a defined result, ask it to describe that responsibility explicitly, including the scope and how performance will be reviewed.
At Covela, we provide offshore personnel who work under your daily direction. We handle recruitment, engagement, payroll, HR, and performance support. Your business sets priorities and reviews the work; responsibility for delivering your projects and business functions stays with you.
Terms such as “staff leasing” should lead to the same questions about responsibilities. Ask the provider to explain what it means in its proposal, who engages the person, and which services continue after recruitment. A label on its own is not enough to decide whether the arrangement fits your needs. Our guide to Philippine staffing explains how to define that working relationship.
Confirm the Engagement Arrangement Before Comparing Terms
The engagement model affects the terms you need to understand before adding someone to your team. Ask: “Which entity contracts with us, which entity engages the person, and is the proposed arrangement contractor-based or employee-based?” Have the provider identify the arrangement in the proposal and explain any available alternatives.
Covela engages personnel through our Philippine entity, with contractor arrangements as the default. Employee arrangements are available by request where appropriate, with additional rates and terms. Those options should be discussed before the role proceeds, rather than inferred from a general description of offshore staffing services.
A separate question is what happens when the arrangement ends. Ask the provider to identify the initial commitment, notice requirements, renewal process, and any charges or conditions attached to a transition. Record these together: a notice period without the initial commitment does not tell you when an engagement can end.
Ask for Evidence Against the Role Brief
Candidate assessment is useful when it tests the work your business needs done. Ask: “Which parts of our brief will you assess, what evidence will we receive, and can we interview the candidates or provide a work sample?” A list of software names gives less information than seeing how someone uses those tools to complete a relevant task.
For an illustrative administration role, you could ask for a short exercise involving conflicting meeting requests and an incomplete customer record. The discussion should reveal how the candidate checks the source, asks for missing information, and recognises decisions that require approval. Use fictional or sanitised material so assessment does not require access to live client information.
Covela uses a role-tailored assessment process, and you can supply a work sample. We encourage paid activities for longer tests or interview processes to recognise the candidate’s time and contribution. Our virtual assistant hiring article includes practical interview questions and a scorecard you can adapt to that role.
Background checks need a separate answer. Ask which checks are standard, which depend on the role, what additional checks cost, and how a concern will be reported. Avoid treating an unspecified “vetted” description as confirmation that every qualification or employment record has been verified.
Separate Candidate Profiles From a Confirmed Start Date
A date for receiving profiles is an early recruitment milestone, not a commitment that someone will be working by then. Ask: “What starts your recruitment timeframe, what does the first milestone deliver, and what still needs to happen before the person starts?” Include interviews, any further assessment, acceptance, and notice periods in the discussion.
For a non-urgent Covela search, allow two to four weeks from role approval to candidate selection. The start date then depends on the chosen person’s notice period. A fixed business deadline belongs in the initial brief so the search can take that constraint into account.
Your own review capacity also affects the sequence. Nominate the people who will assess candidates and decide how quickly they can provide feedback. A shortlist sitting with an unavailable manager cannot progress to a decision.
Compare the Full Budget Against the Same Assumptions
Two monthly prices may cover different hours, responsibilities, or additional charges. Ask each provider to quote the same scope and experience level, then identify what sits outside its recurring fee. Keep internal management time visible alongside provider charges.
| Budget Question | What to Record |
|---|---|
| What does the monthly fee include? | Recruitment, engagement administration, payroll, HR, and any other specifically agreed service |
| What hours and schedule does the fee assume? | Monthly hours, time zones, required overlap, and treatment of additional or overnight work |
| What could be charged separately? | Equipment, software, requested checks, applicable taxes, and other proposal-specific items |
| What could change the price? | Changes in responsibilities, approved pay increases, working arrangements, or renewal terms |
| What time must our business provide? | Interviews, process documentation, training, daily direction, and output review |
Covela quotes an agreed monthly staffing fee. Your proposal confirms the scope, inclusions, and separate costs. Business software is provided by your business; equipment and other agreed items can create additional charges. Our offshore staffing cost guide explains the approved estimates and billing assumptions in more detail.
The staffing cost calculator separates recurring costs, setup costs, and management time. Use it to make your assumptions explicit before comparing a proposal with your internal budget.
Define What Support Will Do When a Problem Arises
Support arrangements need to explain both the first response and the next action. Ask: “Who do we contact, when is support available, and what happens after we report a problem?” Distinguish a target for replying from a commitment to resolve the issue by a particular time.
A useful example is a team member repeatedly submitting incomplete work. Ask how the provider would gather feedback, what your manager needs to supply, and how an improvement plan or handover would be discussed. The answer should explain a process without assuming that a replacement is immediate or that someone else will complete the unfinished work.
At Covela, you should share examples when a team member is not meeting expectations. We explore whether a performance improvement plan can help. If that is not viable, we work with you on a smooth handover and next steps for the role. Your business continues to review daily work while the concern is addressed.
Assign Access and Onboarding Responsibilities Before the Start Date
A successful recruitment process still leaves practical setup work for your business. Ask: “Who prepares the equipment, grants system access, provides role training, and checks that the person can complete their first task?” Record an owner and date for each item.
System access should reflect the work and approval limits you have agreed. Ask who manages individual accounts, changes permissions, and removes access when responsibilities change. ASD recommends phishing-resistant multi-factor authentication for online services, systems, and data repositories; discuss how your systems administrator will apply that guidance to the accounts involved.1
With Covela, your business handles role onboarding, system access, process documentation, and training. We provide onboarding facilities through our platform and our required security policies. Our offshore onboarding checklist helps you prepare those inputs before the person starts.
Record Unresolved Answers Before Choosing a Provider
A comparison is more useful when it shows missing decisions alongside confirmed terms. Use the following buyer checklist during provider discussions. Record the relevant proposal section or written answer, rather than relying on a general assurance from a sales conversation.
| Area | Question to Resolve | Evidence to Keep |
|---|---|---|
| Daily direction | Who assigns, reviews, and approves the work? | Responsibility split and named client manager |
| Engagement | Who contracts with us and engages the person? | Proposed entities, arrangement, and applicable terms |
| Selection | What is assessed and what can we review? | Assessment scope and candidate-review process |
| Timing | Which milestone is being promised? | Profile, selection, and start-date assumptions |
| Budget | What is included and what can change? | Fee, hours, separate costs, and adjustment conditions |
| Support | Who responds and what happens next? | Contact route, coverage, and escalation process |
| Onboarding | Who prepares access and teaches the role? | Task owners and readiness dates |
| Transition | What applies if the role changes or ends? | Commitment, notice, renewal, and handover terms |
Unanswered questions should have an owner and a date for clarification. A provider may need more detail about your role before it can respond, but the outstanding point should remain visible until it is resolved. Choose on the basis of the arrangement you can actually manage and the responsibilities the proposal confirms.
If you are ready to discuss a role with Covela, start a brief with the work you need covered, the required hours, and the person who will direct it. We can use those details to discuss the staffing arrangement and prepare a proposal.
References
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Australian Signals Directorate. Implementing multi-factor authentication. Last reviewed 27 November 2023; accessed 9 November 2026. https://www.cyber.gov.au/publication/implementing-multi-factor-authentication ↩