Create a New Employer Record

Created by Chris Rowe, Modified on Thu, 12 Mar at 12:08 PM by Chris Rowe

Go to login.navigate.uk.com

1. Open Quick Links Menu

Once logged in, click the Quick Links menu.

Open Quick Links Menu


2. Click Add Employer Option

Click on 'Add Employer'.

Click Add Employer Option


3. Check Employer Record

You first need to check if the employer already exists in your database. To do this, click into the 'Employer search' box and type the name of the employer; if they already exist, select them from the dropdown, and the rest of the form fields will auto-populate.

Check Employer Record


4. Add New Employer Details

After checking, if the employer doesn't exist, enter the employer's details into the fields below.

Add New Employer Details


5. Select Employer Industry Category

Click into the 'Business type/sector' option and select from the dropdown menu.

Select Employer Industry Category


6. Add Responsible Person

Add the college staff member who will be responsible for communicating with this employer.

Add Responsible Person


7. Activate Employer Status

Click the 'Active Employer' option to set the employer's status; if you are actively working with the employer, select 'active'.

Activate Employer Status


8. Save Employer Details

Click Save to store the entered new employer details into Navigate.

Save Employer Details


9. Add Employer Contacts

Click the 'Contacts' tab to start adding contacts to the employer.

Add Employer Contacts


10. Add New Contact

Click 'Add Contact'.

Add New Contact


11. Enter Contact Email

Enter the contact person's email address for communication purposes.

Enter Contact Email


12. Save Contact Information

Click 'Save' to store the new contact's details within the employer profile.

Save Contact Information


13. Save New Employer

Click 'Save' again to finalise and save all employer and contact information.

Save New Employer




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