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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
Log in to personal profile
Click Home on the main menuClick
Click Employees on from the submenu
Enter the employee name into the search filter and
click click Search
Click anywhere on the employee row to open the Employee Details the employee details page
Click Click Actions
Select Select Edit Employee from the drop-down menu
Review all information on the the Basic Demographics tab tab. If any changes are made, clickclick Save Save and Yes to confirm.
Click the the Employee Information tab tab
Enter
the Employee Number
Enter the amount
of Weekly Hours Available
Ensure the employee has the correct Cost Center
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 Save
and Yes
to confirm.
Click the Authentication Authentication Information tab tab
Change Authentication Status
to Active, then
click Save
and Yes
to confirm.
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
Log in to personal profile
Click Click Home on on the main menuClick
Click Employees on on the submenu
Enter the employee name into the search filter and
clickclick Search
Click anywhere on the employee row to open the
Employee Details employee details page
Click Click Actions
Select Select New Service Account Service Account from the drop-down menu
Complete thethe Add New Service Account form wizard
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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