Employment Tracking works best when employer information, employer contacts, participant employment records, and reports are kept connected. This workflow explains the recommended order for setting up employment data so teams can document job placements, review employer relationships, and generate accurate employment reports.
⚙️ How It Works
Add the employer — Go to Employers, click Add Employer, and enter the employer’s status, name, categories, website, phone, email, address, and description.
Add employer contacts — Open the employer details page and add contacts such as supervisors, managers, HR contacts, or partner contacts.
Create the participant employment record — Go to the participant’s profile, open the Employment tab, and click New Employment.
Enter job details — Select the employer, then enter the start date, optional end date, employment type, hourly pay, job title, job duties, benefits, and supervisor.
Review employer details — Use the employer details page to review active employees, average hourly pay, average tenure, contacts, and employment history for that employer.
Run reports — Use Employment Reports to export employer, employment, or supervisor details when needed.
✅ Benefits
Create a complete employment history — Connect each participant’s work experience to an employer and job record.
Keep employer relationships visible — Track employer details, contacts, active employees, and related employment records.
Improve reporting readiness — Accurate employer, supervisor, and employment details make exports more useful.
Support follow-up — Keep supervisor and contact details close to the participant’s employment record.
🧭 Recommended Setup Order
Create or confirm the employer record.
Add employer categories and status if your team uses them for reporting or filtering.
Add supervisor or workplace contacts.
Create the participant’s employment record.
Review the employer details page for totals and employment history.
Generate employment reports when you need an export.
💡 Best Practices
Add employers before creating employment records so staff can select the correct employer from the dropdown.
Use consistent employer names to avoid duplicate employer records.
Leave End Date blank while a participant is still employed.
Use employer categories if your team needs to segment employers by program, region, partner type, or other local workflows.
Review employment records regularly so inactive jobs, pay changes, and supervisor changes stay accurate.
❓ FAQs
Where do I start?
Start by adding the employer. Then add contacts and create the participant’s employment record.
Do I need to add a supervisor before creating an employment record?
No. You can select an existing supervisor or create a new supervisor while completing the employment form.
What makes an employment record active?
An employment record is active when the end date is blank or the end date has not passed.
Where can I review employment data across employers or participants?
Use Employment Reports to export employer details, participant employment details, or supervisor details.
Related Articles
Introduction to Employment Tracking
Adding a New Employer
Adding Employment Records
Employer Details Report
Employment Details Report