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Description: In this topic you , the user will learn about the steps that need to be taken required after an employee has self registered to be able to provide service to clients. If an employee self-registers, there are still some steps to take to ensure that they are -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. It This is also a good idea an opportunity to review the employee details and make updates where needed.as needed.
*Please note: This process is applicable for organizations that have the self-registration feature enabled. Reach out to DCI if the organization is interested in enabling this feature.
Role Required: SuperuserSuper User, Supervisor
Permission Required: Employee Admin
Edit Employee Profile
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Log in to
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personal profile
Click
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Home on the
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main menu
Click Employees from the submenu
Enter the employee name into the search filter and click Search
Click anywhere on the employee row to open
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Click Actions
the employee details page
Click Actions
Select Edit Employee from the drop-down menu
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Review all information on
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the Basic Demographics
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tab. If any changes are made,
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click Save and Yes
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to confirm.
Click
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the Employee Information
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tab
Enter
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the Employee Number
Enter
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the amount of Weekly Hours Available
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Ensure the employee has the correct Cost Center
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Enter the Hire Date
Make any other necessary changes, for example,
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add a certification template or holiday schedule or update the preferred language if known, then click Save and Yes to confirm.
Click the
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Authentication Information tab
Change Authentication Status
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to Active, then
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click Save
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and Yes to confirm.
Notify the employee and
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the supervisor
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that the profile is now active
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*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
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Sign into your Personal Profile
Log in to personal profile
Click Home on
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the main menu
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Click Employees
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on the submenu
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Search for the client by typing their name in search filters and selecting the name when it comes up
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Click Search
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Select the client from the table by clicking anywhere in the row
This will open up the Employee Details page
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Click Actions button
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Click New Service Account from the actions dropdown
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Fill out the form wizard as usual
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Click Save then select Yes on the confirmation window
Enter the employee name into the search filter and click Search
Click anywhere on the employee row to open the employee details page
Click Actions
Select New Service Account from the drop-down menu
Complete the Add New Service Account form wizard
Click Save and Yes to confirm
The employee can now Once the employee service account is completed, the employee will be able to 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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