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Description: In this topic you , the user will learn about the steps that need to must be taken after an employee has self registered to be able to provide service to clients. If an employee self-registers, there are still some steps to take to ensure that they are -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. It This is also a good idea an opportunity to review the employee details and make updates where as needed.
Role Required: SuperuserSuper User, Supervisor
Permission Required: Employee Admin
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Sign into your 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 the Employee Details page
Click Actions button
Click New Service Account from the actions dropdown
Fill out the form wizard as usual
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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