The employer profile is your central workspace for managing all information and activities related to a specific employer organisation. From here, you can manage company details, track cases (like accreditation and job checks), link clients who are being sponsored, and view all related invoices and contacts.

Employer Profile Overview

​
Employer Overview

The Overview tab is divided into two main sections:

​
Left Panel: Company Information

This section displays and allows you to edit:
  • Company Name – The registered business name
  • Company Registration Number – ABN, NZBN, or legal entity registration number
  • Company Email and Company Phone Number – Main business contact details
  • Company Website – Employer’s website URL
  • Primary Contact – Details of the main contact person (name, email, phone, time zone)
  • Assigned Users – Staff members in your practice managing this employer
  • Description – Internal notes about the employer
You can update any of these fields and click Save Changes to apply your edits.

​
Right Panel: Cases and Clients

This section provides quick access to:
  • Cases – All cases created for this employer (accreditation, job checks)
  • Clients – All clients linked to this employer through sponsorship relationships

Cases and Clients panel

​
Linked Clients

The Clients card shows all clients who have been linked to this employer. This is essential for tracking sponsorship relationships where the employer is sponsoring a client’s work visa.

Linked Clients card

Each linked client displays:
  • Name – Client’s full name
  • Cases – Number of cases for this client that involve this employer
  • Employment Dates – Start and end dates of the employment relationship
  • Description – Notes about the employment or sponsorship
  • Created On – When the link was created

​
Linking a Client to an Employer

1

Click Link Existing Client

In the Clients card, click Link Existing Client.
2

Select the client

A modal opens where you can:
  • Search for and select a client from your existing clients
  • Enter Employment Start Date (optional) – When the employment began
  • Enter Employment End Date (optional) – When the employment ended (if applicable)
  • Add a Description (optional) – Notes about the sponsorship or employment relationship

Link Existing Client modal

3

Save the link

Click Save to create the link. The client now appears in the employer’s Clients card.
When you link a client to an employer, you create a bidirectional relationship. The employer’s profile shows the linked client, and the client’s profile shows the linked employer. This makes it easy to track sponsorship relationships from either direction.

​
Employer Addresses

The Addresses section displays all office locations for the employer. You can:
  • Add new addresses
  • Edit existing addresses
  • Set a primary address
  • View address history with effective dates

Employer Addresses section

​
Employer Contacts

The Contacts section shows all additional contacts beyond the primary contact, such as:
  • HR managers
  • Company directors
  • Recruitment coordinators
  • Legal representatives
You can add, edit, or remove contacts as needed. Each contact can be assigned a contact type to clarify their role.

Employer Contacts section

​
Cases Tab

The Cases tab provides a full list view of all cases created for this employer with filtering and search capabilities.

Cases tab showing full case list

From here you can:
  • View all accreditation and job check cases
  • Filter cases by status or category
  • Click any case to open its profile
  • Create new cases

​
Clients Tab

The Clients tab provides a full list view of all clients linked to this employer, with the same information shown in the Clients card but with additional filtering and search options.

Clients tab showing all linked clients