How to transfer employees from one contractor to new contractor

How to transfer employees from one contractor to new contractor

To be Done by the head Contractor  
  1. Create new contractor profile for the new company by goining to : setting > setup tables > contractor and add a new contractor details
  2. Duplicate and clone the sites that are currently assigned to the contractor
  3. Add a suffix number after the site name to indicate to you that this the new site , for example
  4. Woolworth Bankstown  (is the current name), so when you create a new site, name it as (Woolworth Bankstown 01)
  5. Go to Setting > Users & permissions screen
  6. Go to the contractor record, change his email if he has a new email
  7. Go to the “Assigned Sites”
  8. Remove the old sites from the assigned sites
  9. Add the new created sites to the contractor


Employee Screen to be done by the contractor
  1. Get the contactor to “Note down” the employee names , address, phone number , and all detail including  current email in a safe place. You can also export the employees from the employee screen to Excel.
  2. Get the contractor to Remove the current emails from the employee profiles or rename the current employee email into some other emails for example ‘majed@gmail.com’  can be renamed as ‘old.majed@gmail.com’
  3. Get the contractor to Make all old employee profiles as INACTIVE
  4. get the contractor to add his employee records again with their original email account that was noted down
  5. Password.
          Automatic Email Invitation:
          When a new employee is added, the system will automatically send an email invitation to the new
          employee.  This email will allow the employee to set their new password.

          Manual Password Assignment:
          The contractor can manually assign and reset passwords for their employees. They can then inform
          their employees of the new password via SMS or phone call.
           Click here and here for the two deafferent ways to reset the employees password

6. Roster Screen. go to the next days and next weeks roster to assign the shifts to the new site names and make sure to publish them 


When this can be done

We advice you that this practice to be done at night time, after all employees finish their shifts for the day


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