Company filed on employee profiles
All employee profiles have a Company field where managers can enter the company that these employees work with.
For customers that do not have the Companies Module enabled this is a plain 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.
Enabling the Companies Module
Upon enabling the companies module for an account the:
- Companies mentioned in this field will be turned into company profiles
- Employees will automatically be added to these companies and listed as subcontractors
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).
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.