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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.
*Please note: This process is applicable for customers who have the self-registration feature enabled. Reach out to DCI if the organization is interested in enabling this feature.
Role Required: Super User, Supervisor
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Log in to personal profile
Click Home on the main menu
Click Employees on the submenu
- 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
Select New Service Account from the drop-down menu
Complete the form wizard
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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