JobFile Help & Support

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

This might include; 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
  3. In the new organisation page select an organisation type; company or 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

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
  6. Select a salutation
  7. Enter first name
  8. Enter last name
  9. Enter a job title
  10. Then click Save


    The new organisation will be displayed in the list of internal organisations.





 

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