Employers represent the organizations or businesses connected to participant employment records. Keeping employer records current helps teams track workplace partners, view active employee counts, organize employer contacts, and generate accurate employment reports.
⚙️ How It Works
Go to Employers from the main navigation.
Use search, filters, or sorting to find an existing employer.
Click Add Employer to create a new employer.
Enter employer details such as status, name, categories, website, business phone, business email, location, and description.
Open an employer record to review active employees, average hourly pay, average tenure, employer details, contacts, and related employment records.
Use the employer actions menu to edit or delete an employer when your permissions allow it.
✅ Benefits
Keep employer partners organized — Store employer details, locations, contact information, and categories in one place.
Connect employers to participant jobs — Select employers when creating participant employment records.
Review employer activity — See active employees, average hourly pay, average tenure, and employment history for each employer.
Support targeted reporting — Use employer statuses and categories to filter records and reports.
📝 Employer Fields
Status — Pending, Active, or Inactive.
Name — The employer name.
Categories — Optional categories used to organize employers.
Website — The employer website.
Business Phone — The employer’s main phone number.
Business Email — The employer’s main email address.
Location — Street address, room, city, state, and ZIP code.
Description — Notes or context about the employer.
💡 Best Practices
Search for an employer before creating a new one to avoid duplicates.
Use Pending for employers that are being set up, Active for current employer partners, and Inactive for employers that should remain in history but are no longer active partners.
Use categories consistently if your team reports by program, region, employer type, or other segments.
Add employer contacts after creating the employer so supervisors and other contacts are easy to select later.
Review employer details regularly to keep contact, location, and status information current.
❓ FAQs
What do employer statuses mean?
Employer statuses help organize employer records as Pending, Active, or Inactive. They can also be used as filters in the employer list and employment reports.
Can I edit an employer after it is created?
Yes, if your permissions allow it. Open the employer details page and use the actions menu to edit the employer.
What happens if I delete an employer?
Deleting an employer is a permanent action in the product. Review related employment records before deleting an employer.
Why can’t I add or edit employers?
Your role may not have permission to create or edit employer records, or Employment Tracking may not be enabled for your account.
Related Articles
Adding a New Employer
Viewing Employer Details
Managing Employer Contacts and Supervisors
Employer Details Report