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CLER for Carriers

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Adding a Carrier Contact Record

The Add function allows users to add carrier contact records.

To Add a Carrier Contact Record:

  1. Select the Carrier tab at the top of the CLER Main Menu.

    CLER Main Menu Page

  2. The Carrier Main Page is displayed.

    Carrier Main Page

  3. Select Contacts at the top of the Carrier Main Page. The Contacts Main Page is displayed with the Carrier Contacts and Carrier Plan Contacts options.

    Contacts Main Page

  4. Click the Carrier Contacts link to display the Carrier Contacts page.

    Carrier Contacts Page

  5. Click Add on the Carrier Contacts page to display the Carrier Contacts Add page.

    Carrier Contacts Add Page

  6. Complete the fields on the Carrier Contacts Add page.

    Field

    Instruction/Description

    Carrier ID*

    Required

    Select the carrier ID number from the drop-down menu.

    Type*

    Required

    Select either General for an administrative contact or Technical for a technical contact from the drop-down menu. The Type code indicates whether the payroll office contact is an administrative contact or a technical contact.

    Role

    Optional, alphanumeric, 40 positions maximum

    Enter the title, position, etc., of the carrier contact/carrier plan contact.

    Name

    Optional, alphanumeric, 30 positions maximum

    Enter the name of the carrier contact.

    Address Line 1

    Optional, alphanumeric, 40 positions maximum

    Enter the first line of the carrier contact’s street or post office box address.

    Address Line 2

    Optional, alphanumeric, 40 positions maximum

    Enter the second line of the carrier contact’s street or post office box address.

    Address Line 3

    Optional, alphanumeric, 40 positions maximum

    Enter the third line of the carrier contact’s street or post office box address.

    City

    Optional, alphanumeric, 25 positions maximum

    Enter the name of the carrier contact’s city.

    State

    Optional, alphanumeric, 2 positions maximum

    Select the payroll office’s, carrier's, carrier contact's, or carrier plan contact's State, U.S. territory, or overseas military abbreviation from the drop-down menu. Refer to the State, U.S. Territory, and Overseas Military Abbreviations Table for a list and descriptions of State, U.S. territory, and overseas military abbreviations.

    Zip

    Optional, alphanumeric, 11 positions maximum

    Enter the carrier contact’s ZIP Code.

    Foreign Country

    Optional

    Select the carrier contact’s country code from the drop-down menu. For a list and descriptions of country codes, see Country Codes Table.

    Phone Number

    Optional, alphanumeric, 25 positions

    Enter the carrier contact’s telephone number.

    Fax Number

    Optional, alphanumeric, 25 positions

    Enter the carrier contact’s fax number.

    Email Address

    Optional, alphanumeric, 60 positions

    Enter the carrier contact’s email address.

    Remarks

    Optional, alphanumeric, 80 positions

    Enter remarks about this record.

  7. Click Add Record. If no errors occur, a pop-up message is displayed to confirm the record has been added.
  8. Click OK to close the pop-up.

    Note: To add another record, click Cancel to refresh the Carrier Contacts Add page and complete the fields for the new record.

See Also

Maintaining Carrier and Carrier Plan Contact Records

Adding a Carrier Plan Contact Record

Viewing a Carrier Contact Record

Viewing a Carrier Plan Contact Record

Activating or Inactivating a Carrier Contact Record

Activating or Inactivating a Carrier Plan Contact Record

Updating a Carrier Contact Record

Updating a Carrier Plan Contact Record

Viewing Carrier Error Records