On the CONTROLS page of a candidate record it is possible to record whether they are working via PAYE, as their own LTD Company or via an Umbrella Company. This information is then pulled onto any Contract placements that are made for this candidate.

In order for this to work there are a few parameters which need to be set.

In the case of Umbrella companies, it is possible to store a list of these Umbrella companies in the database and then choose the relevant one for the candidate by using the [... ] button on their Controls page.

CONTENTS

TABLE OF CONTENTS

• Pre-Requisites
• How to Add a new Umbrella Company
• How to Update Umbrella Company for existing candidates
  • 1) Amend each candidate Individually
  • 2) Mass Update all candidates who have a particular umbrella to be linked to a new firm.
  • 3) Setup Automatic Update of Umbrella Company Details (from v1.00.25.170 on)

Pre-Requisites

You need to check the following items in the PARAMETERS. These control the way the system is setup and can be found from Maintenance>Setup>Parameters, then File>Open.

How to Add a new Umbrella Company

Once you have checked and made a note of the parameters above, you can add a new Umbrella Company in the following way.
1) Choose [Companies] click [New] and then add the company.
2) Set the Status to Umbrella (or whatever is set in Parameter Rec_C(17) above) and press [Apply]

3) Once you have added the company, click the Branch icon at the top of the screen and then choose the Misc page. Enter the VAT Number/Company Reg. Number into Site Alpha1 and Site Alpha 2.

4) Then choose the [Bank Details] tab and complete the Bank Details for this Umbrella Company.

Once you have added your company click [OK] to save this.

You will then be able to select this company on the 'Controls' page of a candidate using the [... ] button

How to Update Umbrella Company for existing candidates

If you have multiple candidates who are associated with a particulat umbrella company, and this then changes, you will want to amend the existing candidate records to reflect that these workers are now employed by the new umbrella co.

How?

You can mass change Umbrella companies in the following ways.

1) Amend each candidate Individually

If there are only a small number (e.g. 20-30 candidates) who are working via the umbrella compnayt, then run a search to find these candidates, open each one individually, and then amend the umbrella company that has been set on the [Controls] tab of their record.

2) Mass Update all candidates who have a particular umbrella to be linked to a new firm.

If there are a large number of workers (40+) all linked to the same umbrella Co, then it is possible to update all of these workers using a small utility tool. 

You will need to contact the Influence support team (support@influence-it.com or   t: 01372 365 716) and we will need to arrange to run the utlility program on your system.

[For Influence Staff only; the program needed is UT/setcandumbrellacompdetails

From any workbench, Break to :

Load "UT/setcandumbrellacompdetails" 1000

RUN        ]

From v1.00.25.170 (or later) It is possible to setup Auto-Select of Umbrella Companies for candidate records.

This is a two-step process.  => See below

3) Setup Automatic Update of Umbrella Company Details (from v1.00.25.170 on)

From v1.00.25.170 or later, parameter RECC, Flag(53) can be activated and the system will automatically lookup/retrieve the relevant umbrella company details, provided you have selected the correct PAY TYPE on the candidate.

NOTE: For any candidates who already have the pay type set, once the feature is activated opening or booking the candidate will automatically update the details.

[Keywords: umbellla, umbrella company, add umbrella ]

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