Contacts can be added to a company by following the path below
Company Settings Tab > COMPANY > Contacts
The following fields can be added for a contact:
- Type - Select from a dropdown menu of pre-populated contact types
- Office - The dropdown menu will display Office locations that have been configured in the Settings > Class Structure > Offices page
- Active - Contacts cannot be deleted. To inactivate a contact, uncheck this box
- Primary Contact - Check this box to designate a primary contact for the company
- Display for Employee - Check this box to add this contact information to the Employee Home Page
What are some users putting in the contact section?
- Agency contact information
- Company specific contact information to share on the employee home page such as Payroll or HR.
- Carrier contacts such as an 800 number for each carrier the company uses. This puts these phone numbers in an easy to access area for all employees.