Create an employer

The following steps will help you create an employer record. Since Name is the only field required to create an employer record, only steps 1, 2, and 18 are mandatory.

Note: You may be required to enter additional information if your Administrator has increased the validation rules. If this is the case, you will be prompted for any missing information when you attempt to save the record.

1.	Select File - New-New Employer from the menu, click the drop-down arrow on the "New" button on the toolbar and select "New Employer", or type CTRL-SHIFT-M.

2.	Enter the employer's name directly into the Name field. Name is the only field required in order to create an employer record.

2.1.	To minimize duplicate records, RecruitTrack™ checks the name as you type it and displays similar names. To select a suggested name, double-click on it. This opens the existing record without creating a new record.

3.	If this is record is for a division of the employer, enter the division information in the Office field.

4.	If there is a Parent company for this employer, enter that information. You can also enter the Office information in the second field.

4.1.	If the parent company does not already exist in RecruitTrack™, you will have to save this new employer record first before you can add the parent company.

5.	If the company has a website, enter the address into the URL Main field.

5.1.	Depending on the settings specified by your Administrator, you can enter up to four website addresses using the drop-down list option. To enter another website address, simply select the address type from the drop-down list and enter the new address.

6.	Enter the employer phone number into the Phone Main field.

7.	Enter the fax number into the Phone Main Fax field.

7.1.	Depending on the settings specified by your Administrator, you can enter several phone numbers using the drop-down list option. To enter another phone, simply select the phone type from the appropriate drop-down list and enter the new number.

8.	Enter the employer's e-mail address into the E-mail Main field.

8.1.	Depending on the settings specified by your Administrator, you can enter up to three e-mail addresses using the drop-down list option. To enter another e-mail address, simply select the address type from the drop-down list and enter the new address.

9.	Select the employer status from the Status drop-down list.

9.1.	The statuses available in the drop-down list are determined by your Administrator.

10.	If applicable, enter an internal Account number for this employer.

11.	On the CONTACT tab, enter the employer street address in the Address fields.

11.1.

Depending on the settings specified by your Administrator, you can enter up to four addresses using the drop-down list option. To enter another address, simply select the address type from the drop-down list and enter the new address.

12.	If you wish to use one of the other addresses as a mailing address, click the "Set as Mailing" button.

13.	The field to the right of the address is a general Note field. Enter any information you wish into this field.

14.	The bottom section of the CONTACT tab is a list of contacts for this employer. To add a contact that already exists in the system, select Add Contact from the Right click menu. To add a new contact, select Create Contact from the Right click menu.

14.1.

Note: You must save the record before you can add a new contact.

15.	Click on the SKILLSET tab. In the Description box, select Add Skillset Item from the Right click menu.

16.	Search for the employer's skills by entering search criteria into the Search field then pressing RETURN or clicking the "Find" button.

17.	From the search results, select the checkbox next to the appropriate skill or skills.

18.	Repeat steps 16 and 17 until you have completed the employer's skillset profile.

19.	To save the record, click the "Save" button on the toolbar, represented by a diskette, select File - Save from the menu, or type CTRL-S.