Adding contacts to employer organizations

Users must have permission to be able to Manage Contacts to successfully be able to add contacts to employer organization charts.

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Users must also have permission to the EO partition. Users who are restricted from the system’s EO partition, will not be able to add contacts to EO charts.

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Adding a contact to an EO chart

Navigate to the Overview (EO) tab of an employer organization chart.

In the Contacts section, select the Add New Contact link.
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Enter the Last Name, First Name, and Contact Type, Email, Phone and Start Date.

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Select the Add New button when all known information regarding the contact has been entered.

The user is redirected to the Overview (Contact) tab in the Contact chart. The Contact chart displays contact information and the organizations associated with the contact. Users can return to the Employer Organization by clicking on the employer organization name under the Organization section. 5d970400bc6425a965362f3598e7b672

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Published: February 25, 2025