Register as an Agent

Background Information:

Process Name:

Register as an Agent

Role:

      Agent

Objective(s):

To register for an Unemployment Insurance account as an Agent using the Self-Service Portal.

Before you begin:

      The Agent has not registered for an Unemployment Insurance account.

What happens next:

      SUITS assigns an Agent Account Number and creates an Agent account in the Self-Service Portal.

      The Agent can now register new Employers, as needed.

      The Agent can now establish relationships with Employers with existing UI accounts.

 

How to do it:

#

User Action

System Response

Notes

1. 

Click the Self-Service link.

SUITS displays the Portal Home screen.

The assumption is that Employers will access a URL link to get to the Claimant and Employer Portal Home. The screen has one button for Claimants and one button for Employers/Agents. Users click the appropriate button to access either the Claimant Portal or the Employer/Agent Portal.

2. 

Click the Employers & Agents button.

SUITS displays the Employers & Agents Welcome screen.

 

3. 

In the Register for an Account box, click the Agents link.

SUITS displays the Welcome to Agent Portal screen.

 

4. 

Read the Login Information.

 

The User is guided through the Registration process with the help of a Registration Wizard. The screen displays a breadcrumb bar on the top to mark the step the User is on and track progress.

5. 

Enter a User Name.

 

 

6. 

Click the Validate button.

      If the User Name is available, SUITS will display the Password and Challenge Questions fields.

 

      If the User Name is not available, SUITS will display an error message. Enter another User Name and press Validate button to check availability again.

 

7. 

Enter a Password.

 

The Password must be at least 12 characters long, with one each of the following:

      Capital letter.

      Lowercase letter.

      Symbol.

      Number.

8. 

Confirm the Password.

 

 

9. 

Complete the Select Security Question panel.

 

Security Questions are used for System security purposes and to retrieve forgotten credentials.

10.

Click Next

SUITS validates the Password strength, and that the Password entered matches the Password confirmed.

 

11.

 

SUITS displays the Contact Information screen.

This is Step 2 of the Wizard.

 

On this screen, enter the contact information of the person who should be contacted with questions about this account.

   

 

12.

Enter a First Name.

 

 

13.

Enter a Last Name.

 

 

14.

Enter an E-mail Address.

 

 

15.

Confirm the E-mail Address.

 

 

16.

Enter a Telephone Number.

 

 

17.

Click the Next button.

SUITS displays the Business Information screen.

This is Step 3 of the Wizard.

18.

Enter the Business Legal Name.

 

 

19.

Enter the Business Trade Name (not required).

 

 

20.

Enter an E-mail Address.

 

Always be sure to use a fake email address – as SUITS is set to send out correspondence – the exception to this being if you are entering it to validate communication is being sent!

21.

Confirm E-mail Address

 

 

22.

Enter a FEIN.

 

 

23.

Enter Attention (not required).

 

 

24.

Enter Address 1.

 

 

25.

Enter Address 2 (not required).

 

 

26.

Enter a City.

 

 

27.

Select a State (defaults to South Carolina).

 

 

28.

Select a Country (defaults to United States of America).

 

 

29.

Enter a Zip Code.

 

 

30.

Select a County.

 

 

31.

Enter the Business Telephone Number.

 

 

32.

Click Next.

SUITS displays the Confirmation screen.

This is Step 4 of the Wizard.

 

33.

Review the information on the screen.

 

Click the Previous button to make any changes.

34.

Click the checkbox certifying you have examined the application and the information is accurate

 

 

35.

Click the Next button.

 

SUITS displays the Agent Account Number screen. 

This is Step 5 of the Wizard.

36.

Write down your Agent Account Number for your records. Your clients must use this number when authorizing you to perform work on their behalf.

 

 

37.

Click the Finish button

SUITS displays your Agent account.