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Create a new organisation should be used for an indivdual individual or group that needs to be referenced in the system.

This might include;

Supervisor

Department

Region

Location

a supervisor, a department, a region or a location.

NOTE: because there are different types of organisations you can create, if you are creating an organisation that is a company or group you will have different fields to fill out below than that of individual, contractor or manager

Step-by-step guide

Company or Group

Log into JobFile;

  1. Go to Admin > Organisation > Internal
  2. Click on the new button
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  3. In the new organisation page select an organisation type; company , group, individual, employee, contractor or manager.
    NOTE: if you have chosen company or group you will have different fields to fill out below than that of individual, contractor or manageror group
  4. Enter an organisation name
  5. Enter an email address
  6. Enter an ABN
  7. Under the address section enter; street, suburb, select a state and a postcode
  8. Then click Save
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Individual, Employee Manager or Contractor

Log into JobFile;

  1. Go to Admin > Organisation > Internal
  2. Click on the new button
  3. In the new organisation page select an organisation type; individual, employee, contractor or manager.
  4. Enter an organisation name
  5. Enter an email address

 

...

  1. Select a salutation
  2. Enter first name
  3. Enter last name
  4. Enter a job title
  5. Then click Save
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    The new organisation will be displayed in the list of internal organisations.