Step 1: Cancel the Apprentice in Their Current Occupation
Before adding the apprentice to a new occupation, you must first cancel them in their existing one.
Step 2: Add the Apprentice to the New Occupation
Navigate to the new occupation.
Click Add Member.
In the pop-up window:
At the top, select Existing User (this is usually set to New User by default).
Enter the apprentice’s email address to confirm they already exist in the system.
Select the appropriate Apprentice role.
Enter the apprenticeship start date.
Click Submit.
Step 3: Apprentice Completes Onboarding Again
After being added:
The apprentice will receive a notification.
They’ll need to go through the onboarding process again, including:
Signing a new agreement
Registering under the new occupation
This is required because the apprentice is technically signing up for a brand new apprenticeship occupation and therefore must sign a new agreement for them to be registered in it.
Step 4: Transfer Is Processed
Once:
The apprentice has been cancelled from the original occupation, and
They have completed onboarding in the new occupation
👉 Your team will initiate the transfer on the backend.
Step 5: Confirmation
You’ll receive a notification once the transfer is complete.
A new Davis-Bacon certificate will be issued for the apprentice under the new occupation.
Quick Checklist
Before expecting the transfer to complete, make sure:
The apprentice is cancelled from their original occupation
They’ve been added as an existing user in the new occupation
They’ve completed onboarding and signed the new agreement