An employee will have a variety of contact details that may be useful for a number of reasons. This screen allows you to track those records. Contact records can be found by navigating to the Employee Contact Info screen found in the Family Information menu option.

There are two types of records available: Contact Information (used for email addresses and phone numbers) and Mailing Address Summary.

To create a new Contact Information record, click the

button and enter the information requested. If this record will be the preferred contact method for the employee, check the ‘Primary’ box; there can only be one record per Contact Type that can be marked as Primary. Finalize the record by clicking one of the

buttons.

To create a new Mailing Address Summary record, click the plus

icon and enter the information known. If this record will be the preferred contact method for the employee, check the ‘Primary’ box; there can only be one record per Location Type that can be marked as Primary. Click the

button to complete the record.

Equus Platform allows you to track information such as an employee’s emergency contact in the Other Contacts section, found in the Overview menu option.

To add a new contact record, click the plus

icon.

A blank details screen will appear; enter the information known and click

to complete the record.