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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 who that have the self-registration feature enabled. Reach out to DCI if the organization is interested in enabling this feature.
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Permission Required: Employee Admin
Edit Employee Profile
Log in to personal profile
Click Home on the main menu
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Click Employees
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from the submenu
Enter the employee name into the search filter and
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click Search
Click anywhere on the employee row to open
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the employee details page
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Click Actions
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Select Edit Employee from the drop-down menu
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
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and Yes to confirm.
Click
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the Employee Information
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tab
Enter
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the Employee Number
Enter the amount
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of Weekly Hours Available
Ensure the employee has the correct Cost Center
Enter
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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
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click Save
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and Yes
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to confirm.
Click the
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Authentication Information
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tab
Change Authentication Status
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to Active, then
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click Save
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and Yes
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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
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Click Home
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on the main menu
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Click Employees
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on the submenu
Enter the employee name into the search filter and
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click Search
Click anywhere on the employee row to open the
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employee details page
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Click Actions
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Select New
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Service Account from the drop-down menu
Complete
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the Add New Service Account form wizard
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Click Save
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and Yes
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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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