How to Add a New Employer Contact (Online)

Use the following information as a guide to add a new employer contact:

  1. If necessary, use the Search functionality to open the employer for whom you want to add a new contact. The system displays the employer's name in the header of the process area. This confirms that you are adding the new contact to the correct employer.

  1. From the New Employer process, click to the Add Contact event. The system opens the New Contact wizard.

  2. Initially, the system searches the database to ensure that the contact about to be added is not already in the database. To begin, enter the search criteria.

  1. Click Next to initiate a search. In this case, the system found someone in the Person table that matches the search criteria, however we know it is not the person we want.

  1. Using the option buttons provided, select New Person.

  2. Click Next to advance to the 'Confirm demographic information' page.

  1. Enter a Title, Middle Name, Date of Birth (if known), Gender, Marital Status (if known) and Language.

  2. Click Next to advance to the 'Enter contact information' page.

  3. Enter a Contact Type and Position for your new contact.

  1. Click Next to display a Summary.

  1. If the Summary is correct, click Finish to save the contact information. The system adds your new contact to the Contacts list.

 

Build 1136

See Also