Employer List – Adding New Employer

To create a new Employer record from the Employer List, begin by clicking the New    icon.

On the New Employer window, enter all applicable information.  To create the record you must enter a Name, all other fields are optional. It is recommended to enter as much information as you have to make sure the record is as complete as possible. Once all information is entered you can connect a Group Plan to the employer or save the record.  Click here to learn about connecting a Group Plan.

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