Importing an existing Employer

This article provides step-by-step instructions on how to Import an Employer that already exists within your Hammertech system onto another project.

Instructions

To Import an existing Employer

1. Log into HammerTech
2. Select your required project from the Company Overview drop-down in the top right hand corner
3. Select Employers > Active
4. Select the Blue Plus (+) button in the top right hand corner of the screen
   
   

EMPLOYER SEARCH

Conduct the below checks until you find the appropriate Employer.

1. 1. Start typing the first few letters of the Employers name into the Employers Search (Any part of the Employer's name can be entered when searching if the whole name is not known)
      
      
   2. If the Employer exists within the system, they will appear within the list that is presented
      
      
   3. Select the Employer from the list and click on Import.
      
      
      
      
   4. Review the Employer details in the Import Review Pop-up
      
      
   5. Enter Start Date or tick 'Send Welcome Email'
      
      
   6. Select > Import
      
      

EMPLOYER PROFILE

Once the Employer has been imported it will load their Employer profile
It is recommended that the Employer information be checked to ensure it is still current and has been completed correctly.

Also ensure that a Primary Contact has been listed.

Note: The Primary Contact is an important role within the HammerTech system. This individual is the contact for all projects the Employer will be working on. Depending on the size of the Employer, this individual is not usually the person on site. They will most likely be office based and will be responsible for ensuring their personnel have completed Inductions and submitted SWMS.