Home
Forms Library
Job Aid: Creating an Organization

Job Aid: Creating an Organization 2026

Job Aid: Creating an Organization Preview on Page 1

See details

4.6 out of 5

33 votes

The document serves as a job aid for creating organizations within the Saba LMS used by the American Red Cross. It outlines the two types of organizations—Corporate and Client/Group—and details the step-by-step process for entering organization data, including required fields such as organization ID, address, contact information, and billing details. The guide emphasizes the importance of correctly associating organizations with people records to ensure proper functionality in the system.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Job Aid: Creating an Organization with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Job Aid: Creating an Organization in the editor.
From the drop-down menu, select HR Administration. The Organizations tab will be automatically selected.
Click on the New Organization link to begin filling out the form.
Complete the required fields such as External Organization, Organization ID, and Parent Organization using the magnifying glass for selection.
Fill in address details including Address 1, City, State/Province, and ZIP/Postal Code. Ensure phone numbers are formatted correctly with dashes.
Enter billing information including Billing Contact Name and Default Currency. Remember that US Dollars is the only option available.
Select optional fields as needed, such as Learning Vendor and Discount %. Make sure to check any relevant boxes for organization visibility.
Finally, click the Save button to create your organization. Additional fields may appear for further data entry if necessary.

Start using our platform today to streamline your document creation process for free!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the best program to create a job aid?

Scribe is a powerful AI-powered tool that creates job aids for you. It simplifies the process of generating informative materials that assist in performing tasks. With its user-friendly interface, Scribe makes it easier than ever for you to create step-by-step guides, tutorials and instructions.

How to structure a job aid?

How to create job aids (step-by-step guide) Define the end user of your job aid. Gather the required information about the task youre creating a job aid for. Decide on the best format to use. Draft your job aid. Test your job aid and gather feedback. Finalize and implement your job aid.

What is the difference between a job aid and a checklist?

Job Aids should be made available to help prompt memory when completing a task, reducing the likelihood of errors such as lapses and mistakes. Checklists are the most common Job Aids, providing a systematic check that all important elements have been considered and addressed at each step of the task.

What is job aid creation?

Job and learning aids, are clear and concise instructions that improve employee performance by offering the correct information exactly when requiredunlike formal training. Many organizations rely on performance support tools to create, distribute, manage, edit, and measure the effectiveness of their job aids.

What is the purpose of a job aid?

A job search checklist is what you can use to make sure you consider all the factors before deciding on the jobs youre going to apply for and pursue. You can write out your checklist on paper or type it out as a document and save it on your computer so you can always edit it for each job search you perform.

What is the difference between a job aid and a procedure?

User Guides are typically longer than a job aid and provide more description or explanation to processes and actions within Workday. These guides are a companion to job aids rather than the main source for learning how to complete tasks.

Job Aid: Creating an Organization 2026

Here's how it works