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How to Add an Employee Reference Number
How to Add an Employee Reference Number

A step-by-step guide on how to add an employee reference number.

Olivia McKearney avatar
Written by Olivia McKearney
Updated over a week ago

Once you log into your profile, you will need to navigate to the ‘People’ tab located on the top left-hand side of the below screenshot.

Once you select the ‘People’ tab the following screen will appear:

On this screen you will note the ability to search for the user you wish to edit by ‘Name/ Email’ & ‘User Type’:

You’ll also note the ability to add additional filters by selecting the ‘+ Add Filter’ option to display the following additional filterable options:

Once you have located the user who you wish to edit then click on their name.

Their name is a hyperlink that will display on the following screen:

Navigate the tabs on the left-hand side and select ‘Contract’. Once selected the below screen will appear:

At this stage, you can add a reference number for the client.

Once you have added the relevant reference number for the client you can save the changes by selecting the green ‘Save’ button.

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