Employer Profile: Overview

View and update an employer’s organization details and general notes, and review recent activity from the Overview tab.

Information available on the Overview tab

The Overview tab provides an at-a-glance summary of the employer record. It contains the employer’s core organization details, a shared General Notes field, and a summary of recent activity.

The Overview tab is divided into three areas:

1. Organization Details: Core information about the employer, including its name, website, sector, size, and company description.
2. General Notes: Shared profile-level information that staff may need to reference quickly.
3. Recent Activity: A summary of recent activities associated with the employer profile, including who completed the activity and when.

Edit Organization Details

Update the Organization Details section when the employer’s core information changes or when fields are incomplete.

1. Open the Employer Directory and select the employer.
2. Open the Overview tab.
3. In the Organization Details section, select Edit.
4. Update the applicable fields.
5. Select Save.

Select Cancel to leave edit mode without saving your changes.

Edit General Notes

Use General Notes for information that should remain visible at a glance on the Overview tab. For individual, date-stamped records of employer interactions, use the Notes tab instead.

1. Open the employer’s Overview tab.
2. In the General Notes section, select Edit.
3. Enter or update the information.
4. Select Save.

Select Cancel to leave edit mode without saving your changes.

Review Recent Activity

The Recent Activity panel provides a quick view of recent activity associated with the employer profile. Each entry identifies the staff member, the activity completed, and how long ago it occurred.