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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

1. Sign Log in to your Personal Profilepersonal profile

2. Click EmployeesHome on the sub menumain menu

3. Click Employees from the submenu

4. Enter the employee name into the search filter and click Search for the employee by typing the name in the Type Employee Name filter box and clicking Search

5. Click anywhere on the employee row to open the Employee Details Page

6. Click Actions

7. the employee details page

8. Click Actions

9. Select Edit Employee from the drop-down menuClick Edit Employee

10. Review all information on the the Basic Demographics tab tab. If any changes are made, click Save. Clickclick Save and Yes on the confirmation windowto confirm.

11. Click the the Employee Information tab. tab

1. Enter

the 

2. the Employee Number

3. Enter

 

4. the amount of Weekly Hours Available

5. Enter Hire Date

6. Ensure the employee has the correct Cost Center

.The employee selects a cost center when they self-register and if they pick the wrong one they may not be able to access their client in the system.

8. Enter the Hire Date

9. Make any other necessary changes, for example,

then click Save. Click Yes on the confirmation window

10. add a certification template or holiday schedule or update the preferred language if known, then click Save and Yes to confirm.

12. Click the Authentication Information tab. Authentication Information tab

1. Change Authentication Status to to Active, then click click Save. Click Yes on the confirmation windowand Yes to confirm.

13. Notify the employee and the supervisor (if the supervisor is not the one activating the profile) 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 Home on

3. Sign into your Personal Profile

4. Click Home on the main menuClick 

5. Click Employees on  on the submenu

6. Search for the client by typing their name in search filters and selecting the name when it comes up

7. Click Search

8. Select the client from the table by clicking anywhere in the row

1. This will open up the Employee Details page

9. Click Actions button

10. Click New Service Account from the actions dropdown

11. Fill out the form wizard as usual

12. Click Save then select Yes on the confirmation window 

13. Enter the employee name into the search filter and click Search

14. Click anywhere on the employee row to open the employee details page

15. Click Actions

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

17. Complete the Add New Service Account form wizard

18. 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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