Prior to having the Companies Module enabled please ensure that you review the Company field on employee profiles so that they can be matched to the correct companies.
Upon enabling the companies module for an account the following will occur:
- Existing companies populated in the 'Company' field in employee profiles will be turned into company profiles.
- Employees will automatically be added to these companies and will be listed as subcontractors.
- Company field will appear on all employee profiles where managers can enter the company that these employees work with.
- For customers that do not have the Companies Module enabled, this becomes a text field to enter the company name.
- For customers that have the Companies Module, managers are required to enter the name of the company in this field, either a pre-existing company or a new one. This is needed to then add users o the company as a subcontractor, supplier, or client.
A company will automatically be added to employee profiles if a company already pre-exists before the module enablement. This is to save managers the time of losing their previous data and having to manually create a company profile for each company that they work with (and have entered into this field).
- For customers that do not have the Companies Module enabled, this becomes a text field to enter the company name.
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