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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 that have the self-registration feature enabled. Reach out to DCI if the organization is interested in enabling this feature.
Role Required: Super User, Supervisor
Permission Required: Employee Admin
Edit Employee Profile
Sign Log in to your Personal Profilepersonal profile
Click EmployeesHome on the sub menumain menu
Click Employees from the submenu
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
Click anywhere on the employee row to open the Employee Details Page
Click Actions
the employee details page
Click Actions
Select Edit Employee from the drop-down menuClick Edit Employee
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.
Click the the Employee Information tab. tab
Enter
the the Employee Number
Enter
the amount of Weekly Hours Available
Enter Hire DateEnsure 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.Enter the Hire Date
Make any other necessary changes, for example, add a certification template or holiday schedule or update the preferred language if known, then
click click Save
. Clickand Yes to confirm.
Click the Authentication Information tab. Authentication Information tab
Change Authentication Status to to Active, then click click Save. Click Yes on the confirmation windowand Yes to confirm.
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
Log in to personal profile
Click Home on
Sign into your Personal Profile
Click Home on the main menuClick
Click Employees on on the submenu
Search for the client by typing their name in search filters and selecting the name when it comes up
Click Search
Select the client from the table by clicking anywhere in the row
This will open up the Employee Details page
Click Actions button
Click New Service Account from the actions dropdown
Fill out the form wizard as usual
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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