Employers play an important role in managing memberships, employment records, and payment file importation. It is essential to keep employer information accurate and up to date to ensure proper member and payment tracking.

Adding a New Employer

  1. Navigate to Membership >> Employers.
  2. Click the + (Add) icon to create a new Employer record.
  3. You will be required to Search Employers before adding a new one to prevent duplicate records.
  4. Click Get Employers 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 Employer

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

Best Practices

  • Always perform a search before adding a new employer to prevent duplicates.
  • Review and verify employer contact details regularly.
  • Ensure any changes to employer names, payment configurations, or linked members are accurate and saved immediately.
  • Coordinate with payroll or billing teams to confirm that payment file imports are properly aligned with employer records.

Keeping employer records current ensures accurate reporting, membership association, and billing management throughout the ENGAGE platform.