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Description: In this topic, the user will learn the steps that must be taken 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.

Role Required: Super User, Supervisor

Permission Required: Employee Admin

Edit Employee Profile

  1. Sign in to your Personal Profile

  2. Click Employees on the sub menu

  3. Search for the employee by typing the name in the Type Employee Name filter box and clicking Search

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

  5. Click Actions

  6. Click Edit Employee

  7. Review all information on the Basic Demographics tab. If any changes are made, click Save. Click Yes on the confirmation window.

  8. Click the Employee Information tab.

      1. Enter the Employee Number

      2. Enter Weekly Hours Available

      3. Enter Hire Date

      4. Ensure the employee has the correct Cost Center.

        1. 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.

      5. Make any other necessary changes, then click Save. Click Yes on the confirmation window.

  9. Click the Authentication Information tab.

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

  10. 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

  1. Sign into your Personal Profile

  2. Click Home on the main menu

  3. Click Employees on the submenu

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

  5. Click Search

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

    1. This will open up the Employee Details page

  7. Click Actions button

  8. Click New Service Account from the actions dropdown

  9. Fill out the form wizard as usual

  10. Click Save then select Yes on the confirmation window 

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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