Employment General

This article will show you how to:

• Create an Employment General matter 
• Enter Client and other parties
• Add Uncommon Contacts 
• Change the Matter Description
• Change a General matter to Employment General

 To create a new Employment General matter, follow the steps below. 

1. Click New Matter from the Home Screen.
2. Select the State of your Employment matter.
3. Select Matter Type: Employment General.
4. Select which party you are acting for (Employee or Employer)
5. Select 'Next': 
   
6. Enter your client details, and any relevant other parties:
   
   - See Adding Contacts for more information on adding contacts generally. 
7. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter.
   
8. Open Info to change your Employment General matter's Re Line or Matter Description. Select Override to type a new Re Line or Matter Description: 
   

Change existing General matter to Employment General

Existing General matters can be easily changed to Employment General as follows:

1. Open your existing General matter (used for Employment General)
2. Open Matter Type
3. Select change...
4. Select new Matter Type as Employment > Employment General
5. Select OK:
   
6. Select which Party you are acting for (Employee or Employer)
7. Enter Reason For Change
8. Select OK:
   

Your matter will now appear as 'Employment General', with the party roles and layouts that are available in the Employment General matter: