New Employer Process (Online)

The New Employer process allows you to add a new employer to the database and also add associated employer data such as addresses, contacts, plans, etc. The individual events of the process are meant to be run in whatever sequence is required.

Host Events

Description

Supporting Views

Verify New Employer

Displays Employer information.

 

New Employer

Launches the New Employer wizard to add a new employer.

 

Add Address

Launches the Address wizard to add a new employer address.

 

Add Contact

Launches the Contact wizard to add a new employer contact.

 

Set Status

Provides access to the employer's Status Information browser. Add/Edit.

 

Add Plan

Launches the Plan wizard to add a new employer plan.

 

Web Access Login

Provides access to the employer contact's Login Account Information browser. Add/Edit.

 

 

To open an employer record, see How to Find and Open an Employer Online.

 

For more information, see About Web Administrator Processes.

 

Build 1136

See Also