Agent Establishes Relationship with Existing Employer

Background Information:

Process Name:

Agent Establishes Relationship with Existing Employer

Role:

•      Agent.

•      Internal User.

Objective(s):

To establish a relationship with an Employer who already has a UI account using the Agent Self-Service Portal.

Before you begin:

•      The Agent has an existing UI account.

•      The Agent is working on behalf of the Employer.

•      The Employer has an existing UI account.

What happens next:

•      The Agent’s POA role status for the selected Employer is “Pending”.

•      SUITS sends a work item to the UI agency to review the Power of Attorney (POA) document.

 

 

How to do it:

#

User Action

System Response

Notes

1. 

Click the Account Maintenance left-navigation menu item from the Home screen.

SUITS displays the Agent Account Maintenance screen.

 

2. 

Click the Maintain POA link.

SUITS displays the Agent POA Maintenance screen.

 

3. 

Select the File Type from dropdown.

 

The options in this dropdown are:

•      Single POA Form.

 

4. 

Click Add Employer in the Search Results panel.

SUITS displays the POA details screen.

 

5. 

Enter the Employer Account ID.

 

To search for an Employer ID, click the magnifying glass icon.

6. 

Click the Select POA button.

Your computer displays your document folder.

 

7. 

Select the POA document.

SUITS uploads your file to the registration application.

•      The User will know their file is uploaded when they see their file name under the Select POA button.
 

•      The User can only upload 1 document to the application.

8. 

Click the Save button.

The User receives a message at the top indicating all changes are successfully saved.