Moving Staff Between Sub-Accounts

You can now move staff and all their documents between different sub-accounts within the same vSure Multi-Account.

Move To Current In Existing Sub-Account

At this stage ONLY Current employees can be moved.

If the employee is currently in Prospective OR Previous tab/status within the existing sub-account, then step 1 is to move them to Current status/tab.

1. Previous or Prospective Tab

2. You can filter to find the employee/contractor

3. Click on their name in the grid

4. Scroll to the bottom of the employee/contractor's details page and simply click Move To Current

Now move the employee/contractor between sub-accounts

At the top (head office / white-label) level - not within any sub-account, navigate to the All Staff Tab

1. All Staff

2. Current Employees / Contractors

3. Use the Filter function to search for the employee/contractor

4. Click the Move button next to their name

5. Select the sub-account you want to move them to

6. Hite the Move Employee Button