Add a Person Employer

The EMPLOYER INFORMATION tab of the PERSON TAB VIEW is where the employer(s) associated with a Person record is stored. Below are the steps to add Employer Information to a Person record.
 

1. 1. A Person Search is initiated from the MAIN MENU or a process. If you are adding a new Person record, skip to Step #3.

   2. The PERSON SEARCH RESULTS screen displays with the returns from the search. Select the radio button  of the Person record to be edited, and then click the Edit button.

   3. The Person record will display. Click the Next arrow

   4. Additional Person record tabs will display. Click the EMPLOYER INFORMATION tab.

   5. The EMPLOYER INFORMATION tab displays, listing any previously entered Employers. Select the employer type dropdown as a Business or Person and click the Add Employer button.

   6. Displays a search screen based on the type selected in Step #5.

   1. • If Business was selected as the type, perform a Business search.

      • If Person was selected as the type, perform a Person search.

   7. The appropriate SEARCH RESULTS screen displays.

   1. • If the search returned the Employer, select the radio button of the record and click the Select button.

      • If the search did not return the Employer, click the Add button and perform a Business add or a Person add. Once the add is completed, the BUSINESS DETAILS screen will return with the just-added Business or Person displayed. Click the Select as Employer button.
         

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The EMPLOYER INFORMATION tab displays with the newly associated Employer.

For a listing of associated rules for this topic, click here.