Navigate to the Employers page
Log in to your AdviserAide account and click Employers in the left-hand navigation menu then click on the create employer button.
Fill in company information
The Create Employer form opens with a Company Information section. Fill in the employer’s business details:
- Company Name (required) – Enter the registered business name of the employer organisation.
- Company Registration Number (optional) – The legal entity registration number (ABN in Australia, NZBN in New Zealand, or equivalent in other countries).
- Company Email (optional) – The main email address for the business.
- Company Phone Number (optional) – The main phone number for the business.
- Company Website (optional) – The employer’s website URL.
The Company Registration Number field accepts different formats depending on the country - ABN (Australia), NZBN (New Zealand), or any legal entity registration number used in the employer’s country.
Add primary contact details
Scroll down to the Primary Contact section and enter the main contact person’s details:
- First Name (required) – The contact person’s given name.
- Last Name (optional) – The contact person’s family name.
- Email Address (optional) – Contact’s email for correspondence.
- Phone Number (optional) – Contact’s direct phone number.
- Time Zone (optional) – Select the time zone where the employer is located. This ensures reminders and communications are sent at appropriate times.
- Assigned Users (optional) – Select which staff members in your practice will manage this employer.
- Description (optional) – Add internal notes about the employer (up to 500 characters).
Add custom fields (if configured)
If your organisation has set up custom fields for employers, they’ll appear after the primary contact section. Fill in any relevant custom fields as needed.
Add an address
To add an address for the employer’s office location, scroll to the Employer Address section and click Add Address. A modal opens:
- Search for an address using the search box, or manually complete Country, Street Address, Suburb / City, Post Code, and Effective Date.
- Tick Use this as primary address if it should be the default.
- Click Save Address to add it, or Close to cancel.
Add contacts
To add additional contacts beyond the primary contact (such as HR managers, company directors, or other key personnel), scroll to the Employer Contacts section and click Add Contact. In the pop-up:
- Enter the contact’s First Name (required), Last Name (optional), Email, Phone Number, Date of Birth, and Contact Relationship (required) from the dropdown.
- Click Save Contact or Close.