Orbit documentation

Employers

Employer partners hire your clients. Each employer record holds company details, an industry classification (NAICS), contacts, logged interactions, notes, documents, job postings and placements.

Where: sidebar → Employers (/employers). Needs: employers.read / employers.write. License: Employer Management.

Employer list

Employer list

  • Search employers, All statuses (Prospect, Active, Warm, Inactive), Industry (free text), and Missing NAICS assignment.
  • Columns: Employer (with city and province), NAICS, Industry, Status, Clients (employed clients), Last contact.
  • Row menu: View details, Edit, Post job (opens a new posting for this employer), Delete.

Add an employer

  1. Select Add employer.
  2. Company basics: Employer name (required), Legal name (defaults to the employer name), business number, company size.
  3. Industry classification (NAICS): search or browse the NAICS 2022 catalogue, or select Suggest for suggestions based on the name and industry. Up to 3 codes; the star marks the primary one. Your organisation may require a minimum level of detail; see Classification settings.
  4. Contact: email and phone, plus optional first name, last name and title of a primary contact. A contact record is created for them.
  5. Classification: Status (required), Relationship / source, Industry (free text), Website.
  6. Assignment & address: Owner (staff member responsible), address and Internal notes.
  7. Select Save. Orbit opens the new employer.

Add employer dialog

Employer record

Employer detail

  • Header actions: Post job, Log (interaction), Edit.
  • Tiles: Employed clients, Contacts, Active jobs, Placements.
  • Company information: every company field plus job counts and last contact.
  • Primary contacts: Add contact (first name required; title, email, phone, preferred communication, notes, Primary contact). Select a contact row to edit it. The star marks the primary contact.
  • Recent interactions: calls, meetings and emails with the employer, showing type, outcome, contact, staff and next step.
  • Job postings: this employer's postings with status, application count and closing date.
  • Employer notes and Documents (up to 25 MB; PDF, Word, Excel, PowerPoint, text, images).
  • Employer NAICS: view, or Edit and Save. A warning appears if the primary code is less specific than your organisation's minimum.
  • Matched clients: clients whose career interests share an exact NOC code with this employer's active postings.
  • Employed clients: applicants who reached the Placed stage with this employer.

Add contact

Log an employer interaction

  1. Select Log or Log interaction.
  2. Choose the Type and Outcome, set When, pick the Contact, and add a Subject, Notes (required) and Next step.
  3. Select Save. The employer's (and contact's) Last contact updates.

Log employer interaction

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