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Permission Required: Employee Admin
Edit Employee Profile
Sign Log in to your Personal Profilepersonal profile
- Click Home on the main menu
Click Employees on the sub menusubmenuSearch for
- Enter the employee by typing the
- name in the Type Employee Name filter box and clicking
- into the search filter and click Search
Click anywhere on the employee row to open the Employee Details Pagepage
Click ActionsClick
Select Edit Employee from the drop-down menu
Review all information on the Basic Demographics tab. If any changes are made, click Save. Click Yes on the confirmation window and Yes to confirm.
Click the Employee Information tab.
Enter the Employee Number
Enter the amount of Weekly Hours Available
Enter Hire Date- 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.- 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
. Click Yes on the confirmation windowand Yes to confirm.
Click the Authentication Information tab.
Change Authentication Status to Active, then 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.
The employee will only be able to make 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
Sign into your Personal ProfileLog in to personal profile
Click Home on the main menu
Click Employees 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 - 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 button
Click Select New Service Account from the actions dropdowndrop-down menu
Complete Fill out the form wizard as usual
Click Save then select and Yes on the confirmation window 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 this process for any additional services that the employee is authorized to provide.
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