The Companies page acts as the parent entity for your entire system, serving as the foundation for workforce compliance. Organising your business partners here ensures that every worksite, job, and contact is correctly linked to the right organisation for seamless data flow.

This guide covers:

• Establishing the top-down data hierarchy for your account.
• Downloading and populating the bulk import template.
• Identifying mandatory fields to ensure data integrity.
• Resolving common validation errors during the upload process.
• Verifying successful imports within the system.

Start confidently and get results fast.

💡 Power User Insight: Correctly setting up your Companies first ensures that all downstream child records, like Worksites and Jobs, inherit the correct compliance requirements automatically.