Set up, Edit or Import an Employer

Add a New Employer

1. Go to Employers > Active
2. Click the + Add button
3. Fill in:
   • Business Name
   • ABN
   • Physical & mailing address
   • Insurance info (optional)
   • Site Diary participation
   • Start date
4. (Optional) Select a Parent Employer to inherit insurance data
5. Select Create Employer or Create and add another

Import an Existing Employer

1. Go to Employers > Active
2. Click the + Add button
3. Use search to find an existing business name or ABN
4. Select from the list and click Import
5. Enter start date and choose whether to send a welcome email
6. Enter start date and choose whether to send a welcome email

Edit an Employer

1. Go to Employers > Active
2. Select the Employer you wish to edit
3. Click Options
4. Select Edit