Who can interact with this?
Anyone in your business can change and follow the checklist below (you can find out more about roles and privileges here)
The reason why the profile states it cannot prepare the 'Self-Billing Agreement' due to the name of the limited company missing (despite the fact that it is actually added) is caused by the status of the engagement type. More specifically, worker's payment option has a 'Scheduled' status, as the start date for it is set in the future:
Once that date is reached, the status will change to 'Current' thus considering the payment option active and in return enabling the system to prepare the Self-Billing Agreement:
There are two ways to resolve this for the worker:
Option 1. The first workaround would be the manual adjustment of the start date to yesterday (or an earlier date) to push the status into 'Current'. To do so, please click on 'Edit engagement type' from the 3-line menu on the right-hand side of the engagement type:
Option 2. If you and the worker are happy to complete the process on the day, you could wait until the set date, when Self-Billing agreement would become available automatically.
Please note!
Worker would still be able to complete the rest of the documentation that does not require company information while the engagement type is set to 'Scheduled'