How to Create an Employer

Open the Employers Folder (), under Membership > Organizations.

Click the + button in the top-right corner to open a new Employer window. 

You will first be prompted to enter the employer name to make sure that this employer does not already exist.

If the employer does not exist, se the Create New button to create a new Employer.

If the Employer does exist, you will see the employer appear in the table below. From this table, you can select what employer or employers you are looking for and can select the Save button. This will assign those Employers to your Organization.

Add Contact info., such as Business name, address, number, email, status, and FEIN # in the Contact tab.

Once saved you can add staff and administrative employees in the Positions tab.

Add any relevant Documents and Notes in the correlating tabs as well.

Finally, you can add any organizations (Locals, DCs) that are employed by the company in the Assignments tab.