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Worker assigned to wrong Umbrella or Supplier record

Learn how to transfer a worker from their existing supplier to a new supplier record.

Written by Terence Cassidy

Seamlessly transfer a worker to a new supplier or reference, ensuring their payroll record continues accurately without disruption.

๐Ÿ“Œ Note: You must ensure that there are no unpaid timesheets before you do this, as once you have made the change you will not be able to pay timesheets under the old Worker or Supplier Ref.

  • Click Workers and then click Supplier Menu.

  • Click Worker Transfer and enter From Supplier and Worker Ref.

  • Enter To Supplier and Worker Ref and enter Effective date.

Now introduce the new record into your payroll process.

๐Ÿ“Œ Note: The old Worker Reference will be archived.

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