How to Add a company

Step 1

To add a new company:

From your dashboard, you can click on “Companies” in the boxes across the top, or “Companies” in the left-hand menu.


Step 2

From the Companies page, simply click on the “+” sign.


Step 3

Enter the company name and click “Submit.”


Step 4

You will then be taken to the new company page where you can enter notes, set branches, create work sites, add contacts, company wide skills, and positions by using the “+” sign in each section. Branches, Contacts, and Company Wide Skills are not required, however, you must have a Work Site to enter a new Position.