IQ Report - Umbrella Company Workers

Created by Martin Parkinson, Modified on Sun, 02 Jul 2023 at 03:20 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.



The report can be installed on Influence Professional systems from version 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.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article