Worksites are essential for maintaining accurate member employment information and linking individuals to their corresponding locations. Keeping worksite data current ensures reliable reporting, membership tracking, and employment verification.

Why Worksites Matter

Accurate worksite information supports proper assignment of members to their employers and job locations. Updated worksites also improve the reliability of data across employment records, payroll imports, and reporting modules.

Adding a New Worksite

  1. Navigate to Membership >> Worksites.
  2. Click the + (Add) icon to create a new Worksite record.
  3. You will be required to Search Worksites before adding a new one to prevent duplicate records.
  4. Click Get Worksites to complete the search.
  5. If no match is found, click the Create New button.
  6. Complete all fields — red asterisks (*) indicate required fields.
  7. Click Save when finished.

Editing an Existing Worksite

  1. Navigate to Membership >> Worksites.
  2. Select the profile of the Worksite you wish to edit.
  3. Make any necessary updates or additions to the record.
  4. Click Save to apply your changes.

Best Practices

  • Always search existing records before adding a new worksite to avoid duplicates.
  • Keep address and contact details accurate to ensure consistent record linking.
  • Review worksites periodically to confirm that member assignments remain valid.
  • Ensure that worksites are correctly associated with employers for proper payment and reporting alignment.

Keeping your worksite records accurate and up to date enhances data integrity across membership, employment, and reporting features within the ENGAGE platform.