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Description: In this topic, the user will learn the steps that must be taken required after an employee has self-registered. These steps ensure that the employee will be able to locate their clients and enter time into the system. A self-registered employee will remain in a Pending status until their account is updated to Active. This is also an opportunity to review the employee details and make updates as needed.

*Please note: This process is applicable for organizations who that have the self-registration feature enabled. Reach out to DCI if the organization is interested in enabling this feature.

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Permission Required: Employee Admin

Edit Employee Profile

1. Log in to personal profile

2. Click Home on the main menuClick 

3. Click Employees on  from the submenu

4. Enter the employee name into the search filter and

click 

5. click Search

6. Click anywhere on the employee row to open the Employee Details the employee details page

7. Click Click Actions

8. Select Select Edit Employee from the drop-down menu

9. Review all information on the the Basic Demographics tab tab. If any changes are made, clickclick Save Save and Yes to confirm.

10. Click the the Employee Information tab tab

1. Enter

the 

1. the Employee Number

2. Enter the amount

of 

1. of Weekly Hours Available

2. Ensure the employee has the correct Cost Center

3. Enter

the 

1. the Hire Date

2. Make any other necessary changes, for example, add a certification template or holiday schedule or update the preferred language if known, then

click

1. click Save 

Save and

1. and Yes

to

1.  to confirm.

11. Click the Authentication  Authentication Information tab tab

1. Change Authentication Status

to 

1. to Active, then

click

1. click Save 

Save and

1. and Yes

to

1.  to confirm.

12. Notify the employee and the supervisor that the profile is now active

*Please note: The employee will can only be able to make Training training punches until additional employee service accounts are created. An employee service account connects the client to the employee for a particular service.

Create a new Employee Service Account

1. Log in to personal profile

2. Click Click Home on  on the main menuClick 

3. Click Employees on  on the submenu

4. Enter the employee name into the search filter and

click

5.  click Search

6. Click anywhere on the employee row to open the

 Employee Details

7. employee details page

8. Click Click Actions 

9. Select Select New Service Account Service Account from the drop-down menu

10. Complete thethe Add New Service Account form wizard 

11. Click Click Save and  and Yes to  to confirm

The employee can now create time entries for the service provided. Repeat  Repeat this process for any additional services that the employee is authorized to provide.

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