The Checklist

1. 1

   Confirm whether you need a defined or undefined CoS

   A defined CoS is required where a Skilled Worker is applying for entry clearance from outside the UK. An undefined CoS covers workers already in the UK switching to or extending Skilled Worker and certain other sponsored routes. Requesting the wrong type causes delay and may require a fresh request.

2. 2

   Check your undefined CoS allocation in SMS

   Sponsors are given an annual undefined CoS allocation, estimated at the licence application stage. Before assigning, check the remaining allocation in SMS. If more are needed, submit an allocation request — standard decisions are usually issued within 12 weeks, and a paid priority service is normally available for faster decisions.

3. 3

   Verify the SOC 2020 code, role and salary

   Match the role to the correct SOC 2020 occupation code and confirm the offered salary meets both the general threshold and the occupation's going rate (whichever is higher), as well as the relevant hourly floor. Errors at this stage are a leading reason for CoS being queried or for the resulting visa being refused.

4. 4

   Check the worker's eligibility and supporting documents

   Confirm that the worker meets the skill, English language and (where relevant) maintenance requirements, and that their identity and qualification documents are in order. The CoS should accurately reflect the role, hours, salary, work location and start date — discrepancies between CoS and supporting documents are routinely picked up at decision stage.

5. 5

   Pay the government fee and Immigration Skills Charge

   A government fee applies when assigning a CoS. The Immigration Skills Charge is normally also payable for Skilled Worker sponsorship, calculated by sponsor size and length of sponsorship; certain roles and routes are exempt. Confirm current fees on gov.uk before submission.

6. 6

   Assign the CoS and brief the worker on timing

   Once assigned, the CoS reference number is shared with the worker. The worker must use the CoS to apply within three months of assignment, and the stated job start date must be no more than three months after assignment. Late applications cannot use the same CoS.

7. 7

   Keep CoS records and reportable changes under review

   Retain a copy of the CoS, supporting documents and the rationale for the role and salary. Any subsequent change in salary, role, hours or work location may need to be reported through SMS within 10 working days. Provisionally rated sponsors can initially only assign one CoS (to the Authorising Officer); a full allocation becomes available once upgraded to an A-rating.

Common Mistakes

• Choosing the wrong CoS type. Defined and undefined CoS are not interchangeable; the worker's location and route determine which applies.
• Running down the undefined allocation without planning ahead. Allocation requests take time; build a forward view to avoid stalling recruitment.
• Assigning a CoS before the role and salary are checked against current going rates. Out-of-date going rate figures are a common refusal ground.
• Missing the 3-month application or start-date windows. A CoS that has not been used within 3 months of assignment cannot be reused; a fresh CoS and fee will be required.
• Forgetting the Immigration Skills Charge. Underpaying or omitting the ISC will hold up the worker's visa application.

Frequently Asked Questions

Visa Professionals Ltd is authorised and regulated by the Immigration Advice Authority (IAA) to provide immigration advice and immigration services. IAA Registration Number: F201000109. This guide provides general information only and does not constitute legal or immigration advice. Immigration rules, fees and Home Office guidance change frequently; this page reflects the position as understood at the time of publication. For advice on your specific circumstances, please contact us directly.