IQ Report - Umbrella Company Workers

Created by Martin Parkinson, Modified on Sun, 2 Jul, 2023 at 3:20 PM by Martin Parkinson

This report will list details of any candidate who has been setup on the 'Financial' tab of their record as working via an Umbrella company.  


NB: On some systems the 'Financial' tab is labelled as 'Controls' within the candidate record



Example - Screenshot

Notes/Special Features

This report looks at the Candidate file and uses the Umbrella Company name shown on this page.
It relies on the fact that these details are all stored in the Company Trade Details file


NB: On older systems they may not be using the Company trade details file, so the system would require some changes to the parameters/settings before this report would work.



 

Installation

The report can be installed on Influence Professional systems from version 1.00.14.109 or later by downloading the report attached to this article, then Dragging/dropping the report onto the [I Query] workbench within the [Admin] section of the system. For more information about installing IQ Reports, please Click Here

On newer Systems you can load the *.zip version of the report.


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