Employer form profile Help

An Employer profile is required for an account. An Employer account must have one location and one department in that location.  An employer account can have 17,000 locations and a location can have up to 640 departments. The Employer profile requires several fields that are marked in red boxes.

It is possible to have more than one Employer profile set up in your account was created at the Employer Group Level. This level is used for companies that hold multiple Employers with unique FEINs (tax numbers). If you can not see multiple employers' names in pick lists or have the Employer ....NEW option in gray on the the Setup Select Form, multiple employer profiles are not available to you.

Only the Employer Edit function is available to standard accounts.  The other functions below are only available to Employer Groups with multiple employer options.

The Employer name must be unique and 30 characters or less. If two Employers are created with the same name both will be listed for selection and confusion will occur.  The Employer name is printed on OSHA logs and other compliance documents therefore be selective in naming locations.

Function description

• Adding an Employer
• Editing an Employer
• Hiding an Employer
• Unhiding an Employer
• Deleting an Employer
• Undeleting an Employer

Add a new Employer:

This Employer will be included as a choice on the Employer selection “drop-down” lists.

You can only create an Employer if you have “Employer Group level “ Administration access when you login.

• Manage
• Setup
• Employer - New
• Next
• Enter the required fields noted in red
• Complete any other information about the Employer that is available
• Next
• Enter the required fields noted in red for the primary location
• Complete any other information about the Location that is available
• Click on the “Save” button
• Enter a “Department Name” One is required
• If you have more departments select “Add Another”
• Click “Save” after entering the last department

Edit an Employer profile:

If you change the "Employer profile" after incident records have been created they will continue to carry the old Employer information on incident reports and summary reports unless updated individually. All changes will be applied to new incident records and reports.

• Manage
• Setup
• Employer - Edit
• Next
• Select Employer to edit from drop-list if more than one exist
• Edit information. Field values in gray can't be edited
• Click “Save” after you have completed editing

Hide an Employer:

Hiding an Employer not only affects this Employer but also hides all the Locations, departments, profiles and incident records associated with the location. Also, any users currently logged on at or below this Employer level will logged off the system and any profile and incident records associated with or below this employer currently being edited by other users will be closed without their changes being saved.
 

• Manage
• Setup
• Employer - Edit
• Next
• Select location to edit from drop-list if more than one exists
• Hide
• Review "warning" 
• OK 

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Unhide an Employer:

Unhiding an Employer not only affects this location but also unhides all the locations, departments, profiles and incident records associated with the employer.
 

• Manage
• Setup
• Employer - Edit
• Select "Show Hidden Records"
• Next
• Select an Employer to unhide (in gray) from drop-list if more than one exists
• Unhide
• Review "warning" 
• OK  

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Delete an Employer:

Deleting this Employer not only affects this Employer but also all the locations, departments, profiles and incident records associated with the employer. All the records are tagged for deletion.  Any users currently logged on at or below this location level will logged off the system and any profile and incident records associated with or below this location currently being edited by other users will be closed without their changes being saved.
 

• Manage
• Setup
• location - Edit
• Next
• Select location to edit from drop-list if more than one exists
• Delete
• Review "warning" 
• OK

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Undelete an Employer: (you have until 11:59 PM EST to Undelete)

Undeleting a location not only affects this location but also undeletes all the departments, profiles and incident records associated with the location.
 

• Manage
• Setup
• location - Edit
• Select "Show Deleted Records"
• Next
• Select location to unhide (in gray) from drop-list if more than one exists
• Undelete
• Review "warning" 
• OK