Introduction
The following video forms part of Bud's Client Education webinar series which covers how to create employer records and contacts, and introduces the employer hierarchy.
Please note the webinar is recorded in premium mode if you are an essentials customer you may see some functionality you currently do not have access to. If you would like to upgrade please talk to your account manager.
Short on time? The video index below highlights where key features/functionality are covered.
Feature/functionality | Time (min:sec) |
How to create an employer | 02:44 |
How to add the employer reference number (ERN). Please click here for updated information on inputting the ERN. | 04:03 |
How to add employer contact details when creating an employer | 05:08 |
How to add a parent employer | 07:06 |
How to upload employer liability certificate and health and safety evidence | 09:16 |
How to edit an employer | 10:44 |
How to invite a contact to the employer portal and adding multiple contacts | 11:02 |
How to add child employers | 12:36 |
How to view the employer hierarchy | 13:33 |
How to use the written agreement evidence area | 14:31 |