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Employer Information

 

         

 

 

Employer Information

The Employer Information page allows you to filter and modify Employers.

 

This Help page contains the following sections:

          Filters

          Employer Information Grid

 

Filters

Filters allow you to reduce the number of entries that appear on the grid. Select from the following fields to filter your grid.

Name: Enter the name of an employer. You can use an asterisk (*) as a wild card to represent one or more characters.

Address: Enter a partial or whole address. (This queries "Address Line 1" from the Employer's address record).

City: Enter a partial or whole name of a city.

State: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)

Postal Code: Enter a Postal Code/Zip Code. A partial Postal Code can be entered. (Enter "380" to find all the postal codes that begin with "380".)

 

Click the  button to display the results.

Click the Clear Filters link to reset all the filters.

 

 

Employer Information Grid

Employers are listed in a grid below the  link. The name of the Employer, Address, ACH, Email, and Note are displayed on the grid.

Click the Add New Employer link to add a new Employer. The Person Search window appears. It is best to search All Applications to avoid adding a duplicate record that may already be in the system.

Click the Edit  icon to make changes to the Employer.

Click the Delete  icon to remove the Employer from the system. (The Delete icon no longer appears next to an employer after the employer has been assigned to an employee's record.)

 

 

Compiled on 1/24/2018 8:42:27 AM