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UK SMS Portal Management Checklist

  • Your company holds a UK sponsor licence and you're ready to hand over day-to-day SMS portal management to Jobbatical , this checklist covers everything your HR team needs to prepare at onboarding and what to keep sending as events occur throughout the retainer.
  • Built for HR teams and global mobility managers transferring SMS portal operations to Jobbatical in 2026, covering the Level 1 user access grant and prior Home Office correspondence that affects the compliance handover.
  • Each onboarding item includes exactly what Jobbatical needs, why it's required, and the most common gaps that must be resolved before the managed service can begin.
Jobbatical team managing a company's Sponsor management system portal
💻

What is UK Sponsor Licence & SMS Portal Management?

The Sponsorship Management System (SMS) is the critical Home Office portal that UK employers use to assign Certificates of Sponsorship (CoS), report sponsored worker updates, and ensure total compliance with UK visa rules.

What's included in this checklist

  • Sponsor Licence Access: Manage SMS users, update key personnel, and remove access for departing staff.
  • CoS Allocation: Request Defined and Undefined CoS and ensure roles meet SOC and salary requirements.
  • SMS Reporting Duties: Report worker changes such as salary, location, start date, or absence updates within 10 working days.
  • Licence Updates: Notify the Home Office of mergers, takeovers, or business structure changes within 20 working days.
  • Audit Readiness: Maintain Appendix D records, Right to Work checks, visa status, qualifications, and payroll documents.

What Jobbatical needs from you during onboarding

Provide these once at the start of the engagement so we can take over your SMS portal.

0 / 7
Onboarding item 01
SMS portal access , Level 1 user role
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What's neededLevel 1 user access granted to Jobbatical's named administrator in the SMS portal
How to grantLog into the SMS portal → Manage users → Add Level 1 user with Jobbatical's email
Why criticalWithout Level 1 access, Jobbatical cannot assign CoS, report changes, or take any compliance action
Common issueGranting Level 2 access only , Level 1 is required for full portal management
Jobbatical will confirm receipt of access and conduct an immediate portal audit to flag any outstanding obligations before taking over management.
Onboarding item 02
Sponsor licence approval letter
Required
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Must includeLicence number, licence type (Worker / Temporary Worker), expiry date
Issued byUK Visas and Immigration (UKVI) / Home Office
FormatPDF scan or digital copy acceptable
Common issueSending a CoS confirmation letter instead of the licence approval letter , these are different documents
Onboarding item 03
CoS allocation count and expiry
Required
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Must includeTotal CoS allocation granted, number already assigned, number remaining, allocation expiry date
Where to findSMS portal → Home → CoS summary panel
Why neededAllows Jobbatical to plan upcoming CoS assignments and request additional allocation before it runs out
Common gapClients unsure of their allocation , Jobbatical will extract this on first portal audit if access is granted
Onboarding item 04
Full sponsored worker register
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Must includeFull name, CoS reference number, visa expiry date, current job title, and work location for every sponsored worker
FormatSpreadsheet or export from your HR system , Jobbatical will cross-reference against SMS portal records
Why criticalJobbatical must verify every active sponsored worker in the portal before taking on compliance responsibility
Common issueIncomplete records , workers with expired visas still listed as active, or workers not yet added to the register
Jobbatical will reconcile your register against the SMS portal on day one and flag any discrepancies for resolution before the managed service starts.
Onboarding item 05
Pending reporting duties log
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Must includeAny open or overdue reporting obligations visible in the SMS portal , worker changes, absences, or end-of-employment not yet reported
Statutory windowMost reportable events must be submitted within 10 working days of occurrence
Why criticalOutstanding duties carry immediate licence risk , Jobbatical must clear the backlog before taking over the portal
Common gapClients unaware of what is reportable , Jobbatical will conduct a full duty audit on onboarding
Jobbatical will identify and action any overdue reporting obligations as part of the onboarding audit. Any items requiring urgent submission will be prioritised before the standard managed service begins.
Onboarding item 06
Key HR / compliance contact details
Required
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Must includeNamed HR or compliance contact at the company , full name, email, direct phone number
Also requiredSecondary contact and escalation contact (e.g. CFO or legal counsel) for urgent Home Office correspondence
Why neededJobbatical requires a named authorised person who can approve decisions and receive compliance alerts on the client's behalf
RequirementsThis person should be a registered Level 1 or Level 2 user on the SMS portal and able to authorise CoS requests
Onboarding item 07
Any prior Home Office correspondence
Required
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Must includeAny letters, audit requests, action notices, or compliance visit reports received from UKVI or the Home Office
RecencyAll correspondence from the past 24 months is relevant
Why neededPast Home Office contact may indicate an open compliance investigation or upcoming audit , Jobbatical must be aware before taking over
FormatPDF scans or forwarded emails acceptable

What you send us as ongoing

Notify Jobbatical as these events occur. Statutory reporting windows are tight , late notification may cause compliance breach.

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Ongoing , per hire
New hire CoS request
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Must includeWorker's full name, job title, SOC occupation code, annual salary, contracted hours, start date, work location
Also requiredConfirmation that right-to-work check has been completed (eVisa share code verified)
TimingSubmit to Jobbatical at least 10 working days before the worker's start date to allow CoS assignment and visa application time
Common issueIncorrect SOC code for the role , Jobbatical will verify the code matches the job description before assignment
Jobbatical will verify the SOC code, confirm the salary meets the applicable going rate, assign the CoS via the SMS portal, and send you the reference number for the worker's visa application.
Ongoing , per event
Worker changes notification
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Reportable changesSalary change, job title change, change of work location, change of employment type (full-time to part-time), internal promotion to a different SOC-code role
Statutory windowMust be reported via SMS within 10 working days of the change taking effect
Must includeWorker's name and CoS reference, nature of the change, effective date, and new details (new salary, new job title, etc.)
Common issueSalary increases not notified , even a pay rise must be reported if it changes the CoS conditions
Jobbatical will assess whether the change requires a new CoS or an SMS report only, action it within the statutory window, and update the worker's record in the portal.
Ongoing , per event
Absence exceeding 10 consecutive working days
Critical
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TriggerAny absence of 10 or more consecutive working days that has not been authorised by the employer in advance
Statutory windowMust be reported to UKVI via SMS within 10 working days of becoming aware
Must includeWorker name, CoS reference, first date of absence, reason if known, and whether contact has been made with the worker
Common issueHR teams not flagging absences to immigration compliance , internal leave systems must be monitored for sponsored workers specifically
Ongoing , per event
Worker departure or end of sponsored employment
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TriggersResignation, dismissal, redundancy, end of fixed-term contract, or transfer to a role no longer requiring sponsorship
Statutory windowMust be reported within 10 working days of the worker's last day
Must includeWorker name, CoS reference, last day of employment, reason for departure, and whether the worker is leaving the UK
Common issueNotifying Jobbatical after the 10-day window has already passed , notify on the day you receive the resignation
Jobbatical will report the worker's departure via the SMS portal within the statutory window, withdraw the CoS, and update the sponsored worker register.
Ongoing , immediately
Any Home Office correspondence received
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IncludesCompliance visit notices, audit requests, action letters, licence downgrade or suspension notices, worker curtailment notices
TimingForward to Jobbatical immediately upon receipt , same day, not same week
Why urgentHome Office action letters often carry short response deadlines (5–28 days). Late response can result in licence suspension.
FormatForward the original email or scan the physical letter , do not summarise
Jobbatical will review the correspondence, advise on required action, prepare any response needed, and liaise with UKVI on your behalf.

Take the checklist with you

Download a simple reference PDF with all 12 item names, useful for briefing your HR team or sharing with a new colleague.

Item names only, no compliance detail

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For detailed guidance on each item, statutory deadlines, and what happens if something is missing, talk to the Jobbatical team.

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Full portal management · CoS · Reporting · Compliance

For HR & global mobility teams

Managing sponsored workers without a specialist is your biggest licence risk

The UK Sponsorship Management System requires HR teams to report worker changes, absences, and departures within tight 10-working-day windows, with no grace period. A single missed report can trigger a compliance visit, licence downgrade, or suspension. Jobbatical takes over the entire portal so your HR team never has to track a statutory deadline again.

99%sponsor licence retention rate
<20haverage query response turnaround
50+Complexities supported
Jobbatical handles every SMS obligation, we get a weekly update and never have to log into the portal ourselves. It's removed a significant compliance burden from our HR team.
, Global Mobility Lead, SaaS company (250+ employees)

What happens next?

1. Your HR team faces the ongoing requirement to log reportable events (salary changes, absences, role updates) within tight 10-working-day windows via the SMS portal.

2. Any missed deadlines, incorrect SOC codes, or right-to-work check gaps can trigger a UKVI compliance visit, leading to sponsor licence downgrades or suspensions.

3. Jobbatical takes over the entire portal management, ensuring 100% compliance with UKVI requirements without your team ever needing to log in. Book a 20-minute call to start.


Top SMS compliance risks, and what Jobbatical prevents
These are the most common causes of sponsor licence suspension and revocation in the UK. Jobbatical's managed service is designed specifically to eliminate each of them.
Severity Compliance risk How it happens How Jobbatical prevents it
🔴 High Missed reportable event window HR teams unaware that a salary change, role change, or worker absence must be reported within 10 working days via the SMS portal. Jobbatical receives notifications directly and actions all reportable events within the statutory window, no HR intervention needed.
🔴 High Incorrect SOC occupation code Wrong occupational classification on the CoS causes visa refusals and UKVI compliance queries. Jobbatical verifies the SOC code against the job description before every CoS assignment.
🔴 High Salary below going rate threshold April 2026 salary thresholds have changed, offers that were compliant in 2024 may now fall below the required going rate. Jobbatical cross-checks every new hire and salary change against current going rate tables before assignment.
🔴 High Right-to-work check gap April 2026 guidance now requires RTW checks on sponsored workers who are not on the direct payroll, a requirement many HR teams have missed. Jobbatical ensures RTW verification (eVisa share code check) is completed and recorded for all sponsored workers regardless of employment structure.
🟡 Medium Level 1 user not updated The HR staff member registered as Level 1 user leaves the company and no replacement is added, access gaps follow. Jobbatical maintains active Level 1 access and monitors user account status as part of the ongoing retainer.
🟡 Medium Worker record not updated Worker leaves but CoS is not withdrawn in the SMS portal, the record remains active and triggers compliance queries. Jobbatical processes all worker departures in the portal within 10 working days and withdraws the CoS automatically upon notification.
Want to audit your current SMS compliance posture? Book a free 20-minute review with Jobbatical →
What Jobbatical handles on your behalf

Our managed SMS service covers the full lifecycle of your sponsored workers, from initial setup to visa renewals and compliance tracking.

  • CoS assignments via the SMS portal for every new hire
  • All statutory reporting duties within legal windows
  • Right-to-work checks and eVisa share code verification
  • Appendix D record-keeping and sponsored worker register maintenance
  • Visa expiry monitoring and advance renewal alerts
  • Home Office correspondence handling and compliance audit support

Legal disclaimer & accuracy notice

✓ Last verified May 2026 by Jobbatical immigration specialists

Disclaimer: This checklist is for general guidance only and does not constitute legal or immigration advice; requirements may change without notice. UK sponsor licence obligations, Certificate of Sponsorship (CoS) salary thresholds, and Sponsor Management System (SMS) reporting duties are updated regularly by the UK Home Office. Verify against current official UK Visas and Immigration (UKVI) guidance before relying on this checklist for compliance decisions. Jobbatical accepts no liability for sponsor licence suspensions, revocations, visa refusals, or compliance penalties arising from reliance on this checklist. For a complete, case-specific compliance review and professional guidance, consult the Jobbatical immigration team.

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UK SMS Portal Management , key facts for HR teams (2026)

Onboarding time 3–5 working days once all onboarding items are provided. Up to 10 working days for companies with complex records or outstanding reporting duties requiring resolution before the managed service begins.
Statutory reporting window 10 working days from the date of occurrence for most reportable events (worker changes, absences, departures). Home Office correspondence must be forwarded to Jobbatical on the same day it is received.
CoS assignment turnaround Under 24 hours for standard assignments where all required information is provided. New hire requests should be submitted at least 10 working days before the worker's start date to allow time for CoS assignment and visa application preparation.
April 2026 salary threshold changes Going rate thresholds for most Skilled Worker roles increased in April 2026. Jobbatical verifies every new CoS against current thresholds and will alert you if an existing sponsored worker's salary no longer meets the updated requirements.
Right-to-work check requirement (2026) Updated April 2026 UKVI guidance now requires right-to-work checks on sponsored workers who are not on the direct payroll (e.g. contractors supplied through an agency). Jobbatical ensures this is covered for all workers under the sponsored worker register.
Licence types covered Worker licence (covering Skilled Worker, Senior or Specialist Worker, and related routes) and Temporary Worker licence. Jobbatical manages both types under the same retainer if applicable.
CoS allocation management Jobbatical monitors your remaining CoS allocation and requests additional allocation from UKVI in advance of it running out, so you are never in a position where a new hire is delayed due to no available CoS.
Want to discuss your current sponsor licence obligations? Email us at [email protected] or book a free 20-minute call →

Useful links and official guidance

Key facts verified May 2026. Salary thresholds, SOC code requirements, and UKVI guidance are subject to change. Verify against current Home Office guidance before making compliance decisions.

Get Help with Your UK Sponsor Management System Service

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FREQUENTLY ASKED QUESTIONS: UK SMS Portal Management (Managed Service) 2026

Q1: What documents are required before granting Jobbatical access to a UK SMS portal?

A: To begin onboarding, employers should provide their sponsor licence approval letter, sponsor licence number, SMS portal access details for the designated Level 1 user, current sponsored worker register, existing Certificates of Sponsorship (CoS) records, and any documentation relating to recent UKVI correspondence or compliance actions. Providing these documents upfront allows Jobbatical to conduct a full compliance review before taking over SMS management.

Q2: Do we need to provide our sponsor licence approval letter during onboarding?

A: Yes. The sponsor licence approval letter is one of the most important compliance documents because it confirms the licence rating, licence number, and key personnel registered with UKVI. Jobbatical uses this document to verify sponsor licence details against the information held within the SMS portal and identify any discrepancies that may require updating.

Q3: What employee records should be prepared before an SMS portal compliance review?

A: Employers should prepare a complete file for every sponsored worker, including passport copies, BRP or eVisa evidence, right-to-work check records, employment contracts, CoS details, salary records, contact information, and any documents relating to job title, salary, or work location changes. These records form part of the evidence UKVI may request during a compliance audit.

Q4: Which right-to-work documents should employers retain for sponsored workers?

A: Employers must retain evidence of all right-to-work checks conducted before employment begins and, where applicable, follow-up checks. This typically includes copies of passports, immigration status evidence, online right-to-work check results, date-stamped verification records, and proof of the individual’s ongoing permission to work in the UK. Missing right-to-work documentation is a common compliance issue identified during UKVI audits.

Q5: Are employment contracts required for UK sponsor licence compliance?

A: Yes. Employers should maintain signed employment contracts for all sponsored workers, together with any contract amendments. The contract should clearly reflect the role, salary, working hours, and employment terms that correspond with the information reported on the worker's Certificate of Sponsorship. UKVI may compare these documents during a compliance inspection.

Q6: What payroll records and payslips should be available for a UKVI audit?

A: Employers should maintain payroll records, payslips, bank payment evidence, salary review documentation, and records confirming that sponsored workers are being paid at or above the salary level stated on their CoS. These documents help demonstrate compliance with sponsor licence salary requirements and are frequently requested during UKVI compliance visits.

Q7: What documents are needed when reporting worker changes through the SMS portal?

A: Employers should retain supporting evidence for every reportable change, including salary adjustment letters, promotion or job title change documentation, updated employment contracts, relocation records, absence records, resignation letters, and termination documentation. Maintaining supporting evidence is essential because UKVI may request proof that reported changes were accurate and submitted within the required timeframe.

Q8: How should Appendix D records be organised and stored for compliance purposes?

A: Appendix D records should be stored in a secure and easily accessible format, either digitally or in physical files. Each sponsored worker should have a dedicated file containing their identity documents, right-to-work evidence, employment contract, CoS records, payroll documents, contact details, and any records of reportable changes. Employers should be able to produce these records immediately if requested during a UKVI compliance audit or site visit.

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Complete UK Sponsorship Management System handover checklist for 2026 , 12 onboarding and ongoing items, statutory reporting duties, and CoS requirements. Free download for UK HR and Employer teams.

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