Add Company allows you to enter basic company information in StaffSuite.

For more information on company, click here.

Using the Company Add Wizard

The Company Add Wizard takes you step-by-step through the information necessary to add a company to your database. It is easily navigated using the following buttons:

• Next: Takes you to the next screen in the Add Wizard. Note: The Next button only becomes active when you have completed all the required fields on the current screen. Use this button to walk forwards through the Add Wizard.

• Back: Takes you to the previous screen in the Add Wizard. This is useful if you realize you made a mistake entering information during the Add Wizard.

• Cancel: Closes the Add Wizard WITHOUT adding a new company.

• Finish: Only available on the final screen (Verify Company Structure) of the Add Wizard, this closes the Add Wizard and ADDS the new company to your database.

The Company Add Wizard Fields

The Company Add Wizard contains the following fields (click the field name for detailed information):

1. On the Company Add Wizard window:

2. Parent

   Enter the name of the company you are adding or, if you are adding a sub-component, enter the name of the company component that will be the parent of the sub-component you are adding.

   You can enter part of a name to find any company beginning with the letters you enter. For example, "Acm" would find Acme Industries, Acme Bookstore, etc.

   This field is optional.

3. Component

   Enter the name of the company you are adding.

   You can enter part of a name to find any company beginning with the letters you enter. For example, "Acm" would find Acme Industries, Acme Bookstore, etc. To speed the search for duplicate companies, enter one or more characters of the company name.

   This field is optional.

4. Level

   Use to select the level (department, division, location, parent) for which you are looking. This allows you to further define your search parameters.

   If you are not interested in searching a specific level, leave this field empty (or select <All> if that is an option).

   This information is optional.

5. Branch Servicing

   Use to select the staffing service branch that services the company. This allows you to further define your search criteria.

   If you are not interested in searching a specific branch, leave the field blank (or select <All> if that is an option).

   This information is optional.

6. Company Number

   Enter the number of the company for which you looking.

   If you do not know the number or are not looking for a specific number, leave this field blank.

   This information is optional.

NOTE: To speed the search for duplicate companies, enter as much information as you can in these fields.

2. The system searches the database based on the criteria you provided on the Company Add Wizard screen. Any "hits" are displayed in a grid. You have two choices:

3. If you want to add a new parent company and, therefore, any matches were purely coincidental, click the radio button for Add New Parent Company.

4. If you want to add a subcompany component to a listed component, click the component you want to add a subcompany to in the grid, and click the radio button for Use. This tells StaffSuite that you  want to use the selected component.

3. If you selected the second option above (to create a subcompany component), StaffSuite displays the Company Structure window. This shows you the current structure of the company of which the component is part. Click on the company component for which the subcompany component you are adding will be a child. In the Level field, use to select the level (department, division, or location - dynamic based on the component selected) of the subcompany component.

4. On the Enter Company Information window:

5. Choice

   The Choice area displays whether you are adding a new parent company or a sub-company component of a company. This choice was made on the Possible Duplicates Found screen and may only be changed by clicking the Back button.

6. Branch to Service Company

   Use to select the staffing service branch that services this company.

   The system defaults to the home branch of the current user, but can be changed.

   This field is REQUIRED.

7. Name

   This is the name of the company you are adding. This is the name that will appear on all reports and other areas of StaffSuite that refer to the company.

   This field is REQUIRED.

8. Alias

   An alias is a unique name or word used to identify the component in case there are multiple locations for the same company. It helps identify the proper component during name lookup.

   This defaults to the name of the company, but can be changed if needed.

   This field is REQUIRED.

5. On the Address Selection window:

6. Address Types

   Select the types of address(es) you would like to enter for this company by placing a check in the box beside the address type. A check indicates that you want to add an address for this type. A blank box indicates that you do not want to add an address for this type.

   Clicking on a box toggles it between checked and unchecked.

   NOTE: You must enter at least a Physical address and therefore, that address type cannot be de-selected.

6. You will be presented with one Enter Address Information window for each Address Type selected on the Address Selection window. NOTE: If you are adding a subcategory component, the address information for the next higher level component defaults into these fields. However, you can change the information, if needed. On the Enter Address Information window:

7. Address Type

   Displays the Address Type for which you are adding address information.

   This field is non-editable.

8. Suite/Building

   Enter the Apartment or Suite number for the address type.

   This field is optional.

9. Street Address

   Enter the Street Address for the address type.

   This field is REQUIRED.

10. City

    Enter the City for the address type.

    This field is REQUIRED.

11. State

    Use to select the 2-letter abbreviation of the state for the address type.

    This field is REQUIRED.

12. Zip Code

    Enter the Zip Code for the address type.

    This field is REQUIRED.

7. The Enter Phone Information screen displays. NOTE: If you are adding a subcategory component, the phone information for the next higher level component defaults into these fields. However, you can change the information, if needed. On the Enter Phone Information window:

7. Main Phone

   Enter the Main Phone Number for the company.

   Note: You do not have to add parenthesis or dashes.

   This field is REQUIRED.

8. Main Fax

   Enter the Fax Number for the company.

   Note: You do not have to add parenthesis or dashes.

   This field is optional.

8. On the Relationship Manager window:

9. Service Rep

   Click to open a Look Up Staffing Service Rep dialog and select the staffing service rep that will be primarily responsible for servicing this company.

   This field is optional.

10. Sales Rep

    Click to open a Look Up Staffing Service Rep dialog and select the staffing service rep that will be the primary sales rep for this company.

    This field is optional.

11. Acquisition Source

    Use to select the way in which the company was acquired by your staffing service. The options in the drop-list are user-defined and can be changed using StaffSuite's Edit List functionality.

12. Acquisition Date

    Use to open up a calendar control allowing you to select the date on which the company was acquired as a client by your staffing service.

    Note: This is the only time you will be able to select this date. Once selected and the Add Wizard is closed, this date becomes read-only on the Company Relationship Manager window.

9. If you are adding a sub-company component, a List Company Reps screen displays. A grid will list all company reps that have been entered for the higher level company components associated with the sub-company component you are entering. You have two choices:

10. If you want to add a new company rep for the sub-company component, click the radio button for Add new Company Representative...

11. If you want to use a company rep from the grid, select the rep (by clicking on his/her row in the grid) and click the radio button for Use...

10. On the Company Representative window (NOTE: If you selected Use from the previous screen, that rep's information will be defaulted on this screen):

11. Name

    Click to enter or edit the name of the company representative who will be one of your contacts at the company.

    A company rep name is REQUIRED.

12. Title

    Type the business title of the company rep at the company (e.g., HR Supervisor).

    This field is optional.

13. Office Number

    Enter the office phone number for the company rep. This defaults from the company phone number, but can be changed.

    You do not have to enter parenthesis or dashes.

    This field is optional.

14. Office Fax

    Enter the office fax number for the company rep. This defaults from the company fax number, but can be changed.

    You do not have to enter parenthesis or dashes.

    This field is optional.

15. E-Mail Address

    Enter the email address for the company rep.

    This field is optional.

16. Roles

    Click the Roles tab to select job roles for this company representative (e.g., order placer, report to person, etc.).

    The choices here are system-defined and affect when the company rep displays in a look up grid. For example, only company reps who fulfill a "Report To" role will be listed as an option for "Report To" fields.

    You may select all, some, or one role (but you must select as least one role). Clicking in the box toggles the box between checked and unchecked.

17. Resp

    Click the Resp tab to select the company rep's responsibilities at the company.

    The options here are user-defined and can be edited using System Administration's Edit List Basic functionality.

    Clicking on a checkbox toggles it between checked and unchecked. You may select all, some, or no checkboxes.

18. Influence

    Use in the Type and Level field of the Influence tab to select the kind and amount of influence wielded by the company rep.

    Your options in the Type and Level field are user-defined and can be edited using System Administration's Edit List Basic functionality.

    You can add additional information about the influence type and level in the Importance Factors field.

    You may enter as many influence types as there are options. You may also choose to ignore these fields, if you wish.

11. On the Verify Company Structure window, the tree displays what the company structure will look like once you complete the Add by clicking the Finish button.

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