Admin Help - How to associate an employee with an organisation
Connecting employees and employers
A quick way to connect employees (which are stored in CiviCRM as individuals) to employers (stored as organisations) is to use the Current Employer field within an individual's record. This will set the current employer field in the contact record and create a relationship between the contacts.
- Navigate to the record of the individual who you want to connect to an organisation.
- Click the Edit button to edit the individual's record.
Begin typing the organisation name into the Current Employer field. As you type, matching names of organisations that already exist as contacts in CiviCRM will appear in a dropdown autocomplete list below the Current Employer field.
If the organisation is already a contact in CiviCRM you can select it from the dropdown list by pressing the down arrow key or by clicking on it. If the organisation does not already exist as a CiviCRM contact, simply enter the full organisation name.
- After the organisation's full name is entered in the Current Employer field either press the Enter key or click the Save button. If the organisation is a pre-existing contact, an Employee/Employer relationship will be created between the individual and the organisation. If the organisation does not already exist, a new organisation contact will be created and the relationship will be created between the individual and the organisation. You can click on the Relationships tab to view your newly created relationship Employee of and see any existing relationships.
Adding contacts to organisations
- Select the desired contacts from your search results as described above.
- Select Add Contacts to Organization from the dropdown " - more actions - " menu, then click Go.
- On the Add Contacts to Organization screen, select the Relationship Type from the dropdown menu.
- Enter part of the desired organisation name in the Find Target Organization field, then click Search.
- Organisations that match your search will appear in the "Mark Target Contact(s) for this Relationship" section below the Search and Cancel buttons. If the organisation you're looking for appears in this list, click the radio button next to that organisation and then click the Add to Organization button below. If the organisation you're looking for does not appear in this list, try entering something different into the Find Target Organization field and clicking Search again. If you are still unable to find your desired organisation it may not exist; click Cancel, add a new organisation, and try again.
- After you've successfully chosen an organisation and clicked the Add to Organization button, you should see a message stating that the number of participants that you selected have been added to the organisation.
- Click Done to return to your search results.
