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Create Employee Service Accounts - Video

In order for employees to make punches, they must have an active service account linking them to the particular service they are performing. All new users will automatically have a Training Service Account. All other accounts must be created for the employee by their supervisor or another designated administrator.

To Create Employee Service Accounts:
  1. Sign into your Personal Profile
  2. Click "Employees" on the sidebar
  3. Search for the employee by typing their name in "Type Employee Name" and selecting their name when it comes up. Click Search.
  4. Select the employee from the table by clicking anywhere in the row
  5. Click "Actions" in the top right corner of the Employee Details page
  6. Click "Add New Service Account"
  7. Use the drop downs and fill in appropriate fields; Some fields may not be applicable to your program.
  8. Click "Save"
  9. Click "Yes" on the confirmation window

 

Alternatively, select Employee Service Accounts can be created from the Residential, Day, Group Service, or Parenting Program Page:
  1. Click the program type (Residential Programs, Day Programs, Group Services, or Parenting Programs) from the sidebar
  2. Search for the program by typing the name in "Type ... Name", and selecting it when it comes up. Click search.
  3. Select the program from the table by clicking anywhere in the row
  4. Click "Actions" in the top right corner of the Details page
  5. Click "Add New Employee Service Account
  6. Repeat steps 7-10 described above

 

NOTE: This task requires Supervisor Role in the same Cost Center as the employee. If the employee has a home Cost Center that the supervisor does not have a Supervisor Role for, the employee's primary supervisor needs to create the service account from the Employee Details Page.

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