Employer contacts help your team keep track of the people connected to each employer, such as supervisors, managers, HR contacts, or other workplace partners. Contacts can also be selected as supervisors when creating participant employment records, which keeps job details and reporting information consistent across Equip.
⚙️ How It Works
Go to Employers from the main navigation.
Select an employer to open the employer details page.
In the Contacts section, click New Contact.
Enter the contact’s name, title, department, email address, phone numbers, notes, and whether the contact should be marked as the Primary Contact.
Click Add Contact to save the contact to the employer.
After a contact is saved to an employer, that contact can be selected as the Supervisor when adding or updating an employment record for a participant.
✅ Benefits
Keep workplace contacts organized — Store employer-specific contacts in one place.
Connect supervisors to employment records — Select saved contacts as supervisors when documenting a participant’s job.
Support follow-up and verification — Keep phone numbers, email addresses, notes, and primary-contact details easy to find.
Improve reporting accuracy — Supervisor details can be included in employment reporting when they are connected to employment records.
📝 Contact Details You Can Track
Name
Title
Department
Email
Cell Phone
Work Phone
Notes
Primary Contact
💡 Best Practices
Add supervisors as employer contacts before creating participant employment records so they are available in the Supervisor dropdown.
Use Primary Contact for the person your team should contact first for employer follow-up.
Keep titles, phone numbers, and email addresses current so reports and outreach lists stay useful.
Use Notes for helpful context, such as preferred contact method or follow-up reminders.
❓ FAQs
What is the difference between an employer contact and a supervisor?
An employer contact is a person saved on an employer record. A supervisor is the contact selected on a participant’s employment record.
Can one employer have multiple contacts?
Yes. Employers can have multiple contacts, and one can be marked as the primary contact.
Why is a supervisor not showing in the employment record?
The supervisor must be saved as a contact on the selected employer before they can be selected on that employment record.
Can I create a new supervisor while adding an employment record?
Yes. If you do not select an existing supervisor, the employment form includes fields to create a new supervisor contact for the employer.
Related Articles
Adding a New Employer
Adding Employment Records
Employment Supervisor Details Report