Appoint Multiple Individuals to the Same Company
Use the Batch Many People option to appoint multiple individuals to the same company at the same time.
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Open the company record and select Appointments > Wizards > Batch Many People > Appoint.
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(Optional) On the Board Meeting page of the Appoint Wizard, enter the board meeting date if applicable, then select Next.
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On the Event Date page, enter the event date, then select Next.
Note
The date can be amended later if the appointments occur on different dates.
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On the Select People page, select Add Many.
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In the Appoint As section on the page that displays, select the position the selected individuals are appointed to ensuring that the Consent to act given for appointments option is selected where applicable.
Note
If you are appointing officers or members to a UK-based company, the Consent to act given for appointments option is a mandatory field and must be selected if the appointment form is to be sent to Companies House. If you do not provide consent here, the form will be rejected.
- In the Select People section, use the search to find and select all required individuals, then select Next.
You are taken back to the Select People page where the individuals you selected are now listed.
- (Optional) Use the options on this page to change, remove, or add more individuals to the list. Select Next.
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On the Notes page, enter any relevant notes and indicate whether the notes should appear on the statutory registers by selecting the relevant option. Select Next.
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On the Action page, select the appropriate action. Select Next.
Note
Users who enter appointment details for UK entities should select Validate event then save as pending for current appointments and Validate event, then update all records immediately for historical appointments.
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On the Documents page, select the documents to be produced. Select Next.
The Finish page displays. The Finish page confirms the completion of the appointment and document production where applicable.
Note
Documents produced are stored in Working Documents. If the event was saved as pending, it needs to be actioned. You can find these types of events in the Pending Events section under Compliance.
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Select Finish to close the wizard.
The wizard closes, the documents are produced, and the appointment to the company is made.
See also
Edit or Undo Appointments and Resignations
Appoint the Same Individual to Multiple Companies
