Description: In this topic, the user will learn how to create, view, edit, or deactivate an employer profile. An employer profile is an employee profile that has been assigned the employer role for a cost center. This role can manage employee punch entries, add employee punches, notes, and attachments, and run reports for associated cost center(s). An employer may have multiple clients.
Roles Required: Super User
Permissions Required: Employee Admin, Role Admin
Mode: FI
Required Entities Before Creation:
Cost Center
Employee Profile
Create Employer Profile
Log in to DCI
First, create an employee (base user) profile.
Click Home on the main menu
Click Employees on the submenu
Click Actions
Select Add New Employee. Complete the form wizard.
Basic Demographics tab:
First Name (required)
Last Name (required)
Full Name (required)
Address (required) – After entering, the click blue search location hyperlink to populate GNIS Code.
Time Zone: Select from drop-down
Phone (required)
*Alternate Phone (optional)
Mobile Number (optional)
Email (required)
DOB (optional)
**Profile Reference (optional)
**Training System Reference (optional)
Employee Type (required): Dictates how the employee’s hours are processed for payroll, including whether they are eligible for overtime.
*SSN (required)
*Verify SSN (required)
Allow SSN Retrieval: Yes or no options, default is no. If yes is selected, the SSN will be stored in a retrievable format for EVV aggregation. Only select yes if the funding source requires SSN to be aggregated.
Gender (optional): Select from drop-down
Employee Mailing Address (optional): If using, exclude commas and special characters.
Attach Photo (optional): Required if facial recognition will be used for EVV.
Click Next
Employee Information tab:
Domestic Worker (optional): Only select yes if an employee is classified as a domestic worker (not applicable to all states)
Domestic Worker 7 Day Exception: This field unlocks if domestic worker is set to yes. Only select yes if the domestic worker agrees to a 7-day work week.
Domestic Worker Preferred Day of Rest: Unlocks if yes is selected for domestic worker 7 Day exemption is selected. Certain states pay overtime if the domestic worker works on their day of rest.
Employee Number (required): Number provided by the organization at the time of hire
Weekly Hours Available (required): Maximum number of hours the employee is available to work each week. Links to the scheduling module.
**Professional Id1 (optional)
**Professional Id2 (optional)
**Payroll Id (optional)
Certification Template (optional): Select if there are a set of certification requirements specific to this employee
Holiday Schedule (required): Dictates which days this employee is eligible for holiday pay
Cost Center (required): The employee’s home cost center
*Hire Date (optional): The date the employee was hired
Preferred Language: Default is English
Click Next
EVV Location tab (not used for employees – specific to the client, where they are receiving service):Copy from Profile Address (optional):
Copies the address from the basic demographics tab
EVV Location Name (required if completing): The name of the location, i.e., home.
EVV Location Type (required if completing): Select from drop-down
Address (required if completing): The location address. Auto-populates if Copy from Profile Address box was checked.
Country (required if completing)
Phone Number (optional): Required for Phone EVV
Phone Verified (required): Select yes or no, has the phone number been verified for Phone EVV?
Phone Type (optional)
Phone Carrier (optional)
Begin Date (required if completing): The first date the location is approved for use
End Date (optional): The last date the location is approved, if applicable.
Status (required if completing): Select from drop-down
Primary (optional): Select if this is the primary EVV location
Click Next
Authentication Information tab:
Username (optional to change): Will be used for all future logins by this employee
Password (required): Will be used for all future logins by this employee. Hover over the white “i” (information) for password requirements.
Confirm Password (required): Enter the same password as above to confirm
Pin (required): Can be used instead of a password when logging in via a mobile device
Employment Status (required): The employee’s status with the organization
Authentication Status (required): The status of the employee profile. Defaults to active. Select disabled if the employee is no longer with the organization. Select locked to temporarily prevent the employee from logging in.
Permissions (optional): Select all tasks the employee can perform for the entire system
See the Permissions Guide to learn more
Click Next
Review Employee Information, click Save to continue, and Yes to confirm.
Next, add the employer role to the newly created employee (base user) profile.
Click Settings on the main menu
Click Roles on the submenu
Click Actions
Select Manage Role from the drop-down menu
Search by name for the newly created employee
Select Employer in the Role field
Search and select a cost center
Click the + icon to add the employer role to this employee
Click Save to continue and Yes to confirm
View, Edit, or Deactivate Employer Profile
Log in to DCI
Click Home on the main menu
Click Employees on the submenu
Enter the employee's (employer's) name in the filter and click Search
Click anywhere in the employee row to open the Employee Details page
Click Actions
Select Edit Employee from the drop-down menu
View, make edits, and review employee (employer) details on the following tabs:
Basic Demographics
To deactivate the employee (employer) profile, change the status to Inactive.
Employee Information
Authentication Information
Click Save and Yes to confirm
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