Add/Create a Group Account

Background Information:

Process Name:	Add/Create a Group Account
Role:	• Internal user
Objective(s):	The objective of this process is for an Internal User to create a group account from three (3) or more non-profit, Reimbursable Employers.
Before you begin:	• Each Employer requesting the Group Account has an existing UI account. • All group members must be the same type (i.e. governmental or non-profit) and same reporting type (i.e. Reimbursable 0%)
What happens next:	• The Internal User established a Group Account Administrator. • The Group Account is created. • SUITS sends a notification to the Group Administrator’s Self-Service portal: Group Created.

How to do it:

#	User Action	System Response	Notes
1.	Click the Employer Services left-navigation menu item from the Internal Home screen.	SUITS displays the Employer Services Maintenance screen.
2.	Click the Manage Group Accounts link.	SUITS displays the Group Account Lookup screen.	A Group Account consists of 3 or more Reimbursable Employer accounts.
3.	Click the New button.	SUITS displays Step 1 - Group Account Details, of the Group Account Wizard screen.
4.	Enter a Group Name.
5.	Click the Next button.	SUITS displays Step 2 – Group Employer Details.
6.	Enter the Employer Account ID.
7.	Click the Add Employer button.	SUITS displays the Employer record you just added to the group.
8.	Enter another Employer Account ID to add additional accounts.		If needed, use the magnifying glass icon to search for the Employer Account ID.
9.	Click the Add Employer button.	SUITS displays the Employer record you just added to the group.
10.	Repeat as needed.	All accounts you add are displayed.
11.	Select an Employer to be the Administrator, and click Make Administrator	SUITS displays the Group Administrator Details screen.	This is the Account ID of the Employer who is named as the Administrator of the group.
12.	Click the Next button.	SUITS displays the Review Group Summary screen.
13.	Review the data.		If needed, click the Previous button to return to any step and update the data.
14.	Click the Next button when you are satisfied with the data.	SUITS displays the Confirmation screen.	Click the Print button to print this screen for your records.
15.	Click the Finish button.	SUITS displays the Group Account Lookup screen.
16.		SUITS sends a notification to the Group Administrator’s Self-Service portal: “Group Created”.	The Group Accounts can be established at any date, but their Effective Begin and End Dates are tracked at the Group Level and are defaulted to 10/01/<YYYY> and 09/30/<YYYY> respectively. SUITS prevents Employers in Group Accounts from changing their reporting type.