Employer Identities

Assign the Employer and Contracts to an Identity

Identities sub-tab displays the list of identity records and the total number of identities associated with the employer. The Identities sub-tab is used to assign the Employer to an Identity (who currently does not have an assigned employer) and assign contracts to identities.

1. Select Employer application from the App Launcher.

2. Navigate to Employer record > Identities sub-tab.

3. Assign the employer to an Identity.

4. Click on the ADD IDENTITY to associate personnel to the current employer.

5. Click on the desired record(s). The record gets highlighted, and the ADD button on the right-hand side changes to REMOVE indicating the record is selected.

6. Click SAVE.

Assign Contract

1. Select the list of identities and click on ASSIGN CONTRACT to associate a contract to these identities.

2. Assign Contract modal appears. Select the Contract Number from the dropdown, which lists those contracts that are either assigned to the employer or created by the employer.

3. Click SAVE.

Related Topics:

• Manage Employer