How to Create a New Client Online

Location: Plan Setup/Create Client

 

Use the following steps as a guide to create a new shared-structure client:

  1. From the Plan Setup process, click to select the Create Client event. The system displays the client wizard.

  2. Enter Short and Long Names. The short name is used for drop-down lists and the long name is used for reports.

  3. Select a Client Type. Options include 'Single employer' and 'Multi-employer'.

  4. Set the Active indicator to 'Yes'.

  5. Select the Language, Industry, Country and Province/State.

  6. Enter any Client Remarks.

  1. Click Next. The system displays a Summary.

  1. If the Summary is correct, click Finish. The system adds the new client to the database.

  2. To view the newly added client, from the toolbar click Profile and ensure your new client has been added to the list. Note: Depending on your refresh configuration, you may need to log out and log back into the system.

Build 1127

See Also