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The Employer Management feature allows you to create and manage employer records for companies that need accreditation applications, job check applications, or are sponsoring your clients’ work visas. Instead of treating employers as just another contact, you can create dedicated employer profiles, lodge applications on their behalf, link them to sponsored employees, and invoice them directly.

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Accessing the Employers Page

Employers list page
The Employers page is your central hub for managing all employer records. Access it by clicking Employers in the left-hand navigation menu. The list displays the following columns:
  • Employer # – A unique reference number automatically assigned when the employer is created
  • Company Name – The registered business name of the employer organisation
  • Primary Contact – The main contact person at the employer (hover to see full details)
  • Employer Cases – Number of cases created for this employer (accreditation, job checks, etc.)
  • Employer Contacts – Number of additional contacts stored for this employer
  • Linked Clients – Number of clients linked to this employer through sponsorship relationships
  • Created On – When the employer record was created (hover to see who created it)
The “Linked Clients” column shows how many of your clients are connected to each employer. This is especially useful for recruitment agencies or large corporations sponsoring multiple employees.

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Searching for Employers

Use the search box at the top right of the page to quickly find employers:
1

Enter search terms

Type into the Filter by Company and Primary Contact search box. You can search by:
  • Company name
  • Primary contact first name or last name
  • Email address
  • Phone number
[SCREENSHOT PLACEHOLDER: employer-search-filter.png] Caption: Search for employers using the filter box Highlight: Red square around the search filter box
Employers search
2

View results

The employer list updates automatically as you type, showing only employers that match your search criteria.
3

Open employer profile

Click on any employer row to open their full profile, where you can manage cases, linked clients, contacts, and invoices.

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When to Create an Employer Record

You should create an employer record when:
  • An employer organisation hires you for accreditation services
  • An employer needs a job check application lodged
  • A client mentions their employer will be sponsoring their visa
  • You’re working with a recruitment agency that sponsors multiple clients
  • An employer is paying for visa services on behalf of their employees
Even if an employer has never contacted you directly, you should create an employer record if they’re sponsoring one of your clients. This creates a clear link between the client’s visa case and their sponsoring employer.

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Next Steps

Creating an Employer

Learn how to create a new employer record with company information and contacts.

Employer Profile

Understand the employer profile and how to manage employer information, cases, and linked clients.

Employer Cases

Learn how to create employer cases.