Managing Employer Accounts

As a Job Board Owner, there will be times that you need to provide a bit of support to your employers. This guide will cover some of the more common requests you might get from employers so you'll be able to provide efficient support. Almost all of these actions can also be taken by the Employer, but you'll always have some users that need a helping hand.

Searching and Accessing an Employer Profile

If you want to make edits to an Employer Account, the first thing you'll need to do is find it.

Navigate to the Employers section of your admin panel.
In the Search Employers box, enter a term to help you locate the employer. Company Name or E-mail Address should do the trick. For an E-mail search, we recommend only using the first half of the e-mail address, excluding @domain.com.
If all went according to plan, the desired employer should now appear first in the list. If there are multiple similar employers, you may need to look through the list to find the employer in question.
Click the Employer Logo or Name to open the account.

Approving Employer Profiles

If you require approval for your Employer Profiles, it will be critical that you know how to approve profiles once they've been created. There are a couple of ways that Profiles can be approved.

Mass Approve Profiles

Navigate to the Employers section of your Admin panel.
Identify the Employers you'd like to approve, and check the box next to each one. You can select the full page by clicking the box at the top of the list.
Click the Bulk Actions drop down in the top left corner.
Choose Approve X Employers.

Approve Single Profile

Navigate to the Employers section of your Admin panel.
Identify the Employer you'd like to approve, and click their name or logo to open the employer dashboard.
If desired click Manage Profile and look around at any areas of interest in your review of the perspective Employer.
When ready, Click Approve. This button will be available on both the Dashboard and the Manage Profile Screen.

You can also use the mass approval option to approve a single profile if you'd like.

Reset Password

Forgotten Passwords and other login issues will probably be one of the most common inquiries you see come in from your user base. Resetting an employer's password should only take a few minutes.

Follow the steps above to access the Employer Account.
Click the tab for Team Members.
Locate the Team Member in question, and click the Resend welcome email button.
A temporary password will be e-mailed to the Team Member and also shown to you on screen. If you'd like, you can also send this password to the Team Member directly to be sure they've received it.
That's it! We recommend instructing your users to set a new password after their first login for security purposes.

Invite a New Team Member

If you're on a Professional or Enterprise level plan, you'll have full access to our Team Member functionality. You may have employers that request you send Team Member invites for their Employer Account to their colleagues. You'll need to know the Team Member's First Name, Last Name, E-mail address, and whether they should be set up with the Admin Role or the Standard Role. We'd recommend you get this information from the Employer up front.

Follow the steps above to access the Employer Account.
Click the tab for Team Members.
Click the + Invite Team Member button.
Fill out the form with information provided by the Employer.
Click the Invite button to send an invitation to the new Team Member.
The new Team Member will need to look for the invite in their e-mail inbox, and follow the instructions in the e-mail to register. If they don't receive the e-mail, return to the Team Members area and click the Resend Invitation button next to their name.

Editing an Employer Profile

Employers have access to make changes to their profile, but you might run into situations where you need to provide assistance, or need to remove material from a profile that goes against your site's policies.

Follow the steps above to access the Employer Account.
Click the Manage Profile button to access the edit screen.
Make any desired changes.
Click Save.

Link an existing job to an Employer Profile

There may be times where a job has not been properly linked to an employer account, or has been linked to the wrong account. This discrepancy can be rectified on the job edit screen.

Locate the job in question under the Home section of your admin panel.
Click the Job Title to open the Job Edit Screen.
Look for the Employer Account field.
If this field is blank, beginning typing the company Name of the desired Employer Account to link and select from the dropdown.
If the field has an employer listed, click the change button to change the link the desired account. As before, begin typing the Company Name of the employer and select from the dropdown.
Click Save to apply the change.

Note: If you have multiple accounts with the same Company Name it will be difficult to select the right account in the dropdown. We recommend doing what you can to make changes to the naming conventions of Employer accounts to prevent duplication. An example might be adding LLC, Inc, etc to the Company Name of one of the accounts.

Add a Product to an Employer Account

If you'd like to give an employer free job postings or take payment information on the phone, you have the ability to add Products to an employer account.

Follow the steps above to access the Employer Account.
Click the Tab for Employer Purchases
Click the + Add Product to this Account button
Select the desired Product from the drop down
If you'd like to add the product to the employer account for free, choose Add this Product .
If you'd like to charge for the product, choose Charge for this Product .
If you elected to charge, you'll be taken to a screen to enter payment information. Fill out the form, and Click Submit > to process the payment.

Please note: Coupons and invoicing are not currently available when charging for a product via the Admin panel.

Set Screening Questions for an Employer

If you're on our Professional or Enterprise plan, you'll have access to custom fields, which allows you to set Screening Questions for individual employers. This is not a feature that employers have access to, so you will need to set up questions for them if you choose to offer custom screening questions as a service.

Follow the steps above to access the Employer Account.
Click the More Actions drop down.
Choose the option for Applicant Screening Questions.
Click Create new Screening Question field to set up new questions.
If you aren't already familiar with setting up Custom Fields, Click here for more information.

Hiding an Employer Profile

Some employers may not want their profile to appear in your Employer Directory if it's linked on your site. Employers have the option to hide their profile, but may ask you to perform this action.

Follow the steps above to access the Employer Account.
Click the Hide Profile Button.
That's it! The button will change to an Unhide Profile button if you'd like to revert this action.

Deleting an Employer Profile

Employers may choose to have your account removed from your board as their business needs change. They do have the option to delete their account on their own, but may ask you to delete it for them. Important! Employer deletion is permanent. Any jobs under the employer account will also be deleted.

Mass Delete Employers

Navigate to the Employers section of your Admin panel.
Identify the Employers you'd like to delete, and check the box next to each one. You can select the full page by clicking the box at the top of the list.
Click the Bulk Actions drop down in the top left corner.
Choose Delete X Employers.

Only Employer accounts with 0 jobs can be deleted using the Mass Delete function. To delete an Employer with jobs, please follow the instructions for deleting individual accounts below.

Delete a Single Employer

Follow the steps above to access the Employer Account.
Click the More Actions drop down.
Choose the option to Delete Employer.
Take one last look to be sure this is the Account you want to delete. Deletion is irreversible, so you should always take extra care when performing this action.
Click Confirm when you're sure you want to remove this employer.
The Employer Account will be queued for deletion. It may be a few minutes before the deletion fully processes.