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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. Log in to personal profile

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Enter the employee name into the search filter and click Search

  5. Click anywhere on the employee row to open the Employee Details page

  6. Click Actions

  7. Select Edit Employee from the drop-down menu

  8. Review all information on the Basic Demographics tab. If any changes are made, click Save and Yes to confirm.

  9. Click the Employee Information tab

      1. Enter the Employee Number

      2. Enter the amount of Weekly Hours Available

      3. Ensure the employee has the correct Cost Center
      4. Enter the Hire Date

      5. 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.

  10. Click the Authentication Information tab

    1. Change Authentication Status to Active, then click Save and Yes to confirm.

  11. Notify the employee and the supervisor 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. Log in to personal profile

  2. Click Home on the main menu

  3. Click Employees on the submenu

  4. Enter the employee name into the search filter and click Search
  5. Click anywhere on the employee row to open the Employee Details page

  6. Click Actions 

  7. Select New Service Account from the drop-down menu

  8. Complete the form wizard 

  9. Click Save and Yes to confirm

The employee can now 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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