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Add a Contact

Tawnya
  • Updated

The contacts section is a place for you to manage all of your employer relationships, even with employers that may not yet have a Handshake account.

There are three ways to add contacts to your database in Handshake:

 

Create a contact from the user's profile

Navigate to the user's profile in Handshake. On the left of the profile toward the bottom, locate the Actions menu list, then click the blue button Create Contact for User. 

Note: Employer user information (such as a user's full name, email address or phone number) will only be visible to your institution if you already have that user added as a contact - either via adding that contact manually, interacting with them previously, or importing them. Refer to Employer User & Contact Privacy for more information.

 

employer_user_profile.png

You'll be able to update some fields as needed on the page that loads, then click Create Contact in the lower-right of the page to save the new entry. 

Note: the edits made on this page are only reflected in your contact entry, not on the user's profile!

Once you have a contact added for the user, the profile option will update to "View Contact Details".

 

Create new contact details manually

1. Click Contacts in the left navigation bar, and click Add Contact in the upper-right corner of the page.

Add contact button on Contacts page.png

2. Enter the information about this new contact in Handshake. Enter the information for the contact entry. The following fields are available for the new contact, and fields with an asterisk (*) are required: 

  • Assigned to: (select an existing university staff member from the dropdown)
  • *Email address
  • *First name
  • Last name
  • Title
  • Employer 
  • *Location
  • Phone (this is a free text field, format as desired)
  • Mobile phone (this is a free text field, format as desired)
  • Fax
  • Description
  • Alum graduation year
  • Recruiting interests

*Fields marked with an asterisk are required.

Once the required fields are completed, click on the green button Create Contact in the lower-right corner of the page.

new_contact_pt_1.png
ne_contact_pt_2.png
After creating the contact, you can invite an employer to join Handshake one of two ways, either the Standard Invite Process or a Custom Invite Process. 
Until they create an account, you can use their contact information to keep them up to date on university information and recruiting calendars.