Keeping track of employment information is key when working with groups and their employees. Having employment data on hand helps with group renewals or just keeping up with day to day events. You can add employment data to track employment classification, status, and more. Learn about adding employment info in this article.
IN THIS ARTICLE
Working with Employment Info
As you are adding individuals to a group, you can add details about their employment. Add individual employees to a group by associating them with the group. You can set the following employment details for an individual:
|Emp Classification||A drop down field to track an employee’s classification. You can set field options available in the drop down.|
|Emp Status||A drop down field to track an employee’s status. You can set field options available in the drop down.|
|Emp Salary||A currency field to track employee’s salary.|
|Emp Dates||Fields to track both the hire and term date for an employee.|
|Notes||Enter notes to keep track of any other details you need.|
Add to a New Individual
You can add employment info while creating a new individual. To add employment info:
- From the main menu, select + New and then individual.
- Enter individual details and then select associate individual.
- Select a group record type and enter employment info.
- Save and you’re done!
- Selecting Save directs you to the record you just created.
Selecting Save & Add Another lets you jump right back into creating another new record.
Add Individual to a Group
You can also add employment info by adding individuals to a group using the Add button. If you have multiple individuals to add, select Save & Add Another to jump right into creating another new individual.
Edit on an Existing Individual
Over time, you may need to edit employment information for an individual. To edit individual employment info:
- Go to the group the individual is associated with.
- Select the individuals tab.
- Choose an individual and click on the employment class or status link.
- Enter any updated employment info.
- Save and you’re all set!
Is there a way to add or update a large number employees all at the same time?
Sure thing, we can help you with that. You can use the book of business import to add new records or update existing records with employment info. Contact us for more info.
What happens when I move an individual from one group to another?
Good question. The employment data is kept and you can make updates at the same time.
Can I report on individual employment info?
Yep! Check out the article on viewing employment info.