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Creating and Updating Employment Records

Learn how to create, edit, and manage participant employment records in Employment Tracking.

Written by MaryGrace Flores

Employment records document a participant’s work experience with a specific employer. Each record can include job details, dates, pay, benefits, duties, and supervisor information so teams can maintain a clear employment history over time.


⚙️ How It Works

  1. Open the participant’s profile.

  2. Select the Employment tab.

  3. Click New Employment.

  4. Select the employer for the employment record.

  5. Enter the start date, optional end date, employment type, hourly pay, job title, job duties, benefits, and supervisor.

  6. Click Create Employment to save the record.

To update an existing record, open the participant’s Employment tab, choose the employment record, and use Edit Employment when your permissions allow it.


✅ Benefits

  • Track current and past jobs — Keep a timeline of participant employment history.

  • Capture meaningful job details — Document job title, duties, pay, benefits, type, dates, and supervisor.

  • Support employer review — Employment records appear on the related employer details page.

  • Improve reporting accuracy — Complete employment records make Employment Reports more useful.


📝 Employment Fields

  • Employer — The employer connected to the record.

  • Start Date — The date the job or work experience began.

  • End Date — Optional. Leave blank if the participant is still employed.

  • Employment Type — Full time, part time, or internship.

  • Hourly Pay — The hourly wage, when available.

  • Job Title — The participant’s job title.

  • Job Duties — A summary of responsibilities.

  • Benefits — Benefits or supports connected to the job.

  • Supervisor — An existing employer contact or a new supervisor contact created from the employment form.


💡 Best Practices

  • Create the employer first so it can be selected on the employment record.

  • Use accurate start and end dates because they determine whether the employment record is active or inactive.

  • Leave End Date blank while the participant is still employed.

  • Add a supervisor when possible to support follow-up and reporting.

  • Update records when job title, pay, duties, benefits, supervisor, or end date changes.


❓ FAQs

Which fields are required?
The employment record requires an employer, job title, and start date.

How do I mark a job as ended?
Add an End Date to the employment record.

How does Equip decide whether an employment record is active?
An employment record is active when the end date is blank or the end date has not passed. It is inactive when the end date has passed.

Can I add a supervisor while creating an employment record?
Yes. You can select an existing supervisor or create a new supervisor from the employment form.

Can I delete an employment record?
Yes, if your permissions allow it. Deleting an employment record removes it from the participant’s employment history in the product.


Related Articles

  • Adding Employment Records

  • Employment Tracking Workflow

  • Managing Employers

  • Managing Employer Contacts and Supervisors

  • Employment Details Report

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