How to add an employer or manager?

In the employment module, you can manage your employers and it is helpful to add them in prior to adding a job record for a person.Once you have your employers entered you can begin adding employment records. 

Click here to watch a video on adding an Employer

Here's how to add an Employer:

.Step 1: Access Admin Tools

• Begin at the ICM Dashboard.
• Navigate to the left-hand menu and click the wrench icon labeled Admin Tools.

Step 2: Open Manage Employers

• Inside the Admin Tools area, locate and click on the purple tile titled Manage Employers.

Step 3: View and Add Employers

• You’ll now see a list of all employers currently in the system.
• These employers are selectable when adding an employer record to a person's eChart.

To Add a New Employer:

• Click the Add button on the right-hand side.
• Fill in the following fields:
  • Employer Name
  • Contact Name (e.g., a manager or HR representative)
  • Phone Number
  • Fax Number (if applicable)
  • Email Address
  • URL (website)
  • Address and City
  • Referral Source (e.g., cold call, networking event)
  • Industry Type (optional)
• Once all relevant details are entered, click Save.

Now your newly added employer will be available for selection in the person’s Employer feature in their eChart.

Click here to watch a video on adding a Manager

Here is how to add  Manager:

1. Navigating to Admin Tools
   Start from the ICM dashboard.
   On the left navigation bar, click on the Admin Tools icon (the wrench).
2. Accessing Employer Management
   Within Admin Tools, select the "Manage Employers" purple tile.
   You’ll now see a list of employer records.
3. Adding Managers to an Employer
   Under each employer, click the "Managers" button.
   Managers listed here are directly tied to that employer.
   This means when you add this employer to a person’s record in their eChart, the associated manager(s) will appear as selectable options.
4. Creating a New Manager Record
   Click to open the Managers record and begin building the list.
   Each employer can have multiple managers.
5. Adding Manager Details
   Add your first manager by entering the following:
   • Name
   • Phone number (can be different from the employer’s)
   • Fax number (if needed)
   • Email address
   • Physical address
     Once done, click Save.

Now, that manager is saved and will be available for selection whenever you assign that employer to someone’s record.