Update Agent Address

Background Information:         

Process Name:

Update Agent Address

Role:

•      Agent

Objective(s):

The objective of this process is for an Agent to update its address with the UI agency using the Self-Service portal.

Before you begin:

•      The Agent has a new address and needs to update an existing address.

What happens next:

•      The Agent has updated its address record with the UI agency.

•      SUITS will now reflect the new address.

•      SUITS saves the old address record in Address History.

 

How to do it:

#

User Action

System Response

Notes

1. 

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

SUITS displays the Agent Account Maintenance screen.

To complete this as an internal user, go to the Agent Lookup screen and search for the Agent, then access the Agent self-service portal as an internal user and complete these steps.

 

2. 

Click the Employer Maintenance link.

SUITS displays the Agent Account Maintenance screen. This screen displays the Agent Details and Other Information panels.

 

3. 

Select the Address Summary tab.

SUITS displays the Address Summary tab with any existing address records.

 

4. 

Click the New button.

SUITS displays the Agent Address Maintenance screen.

 

5. 

Select Address Type from the dropdown menu.

 

•      Address Type options = Mailing; Physical

 

•      Can Agent/Employer have more than one address type?

6. 

Enter Address Line 1.

 

 

7. 

Enter Address Line 2 (not required).

 

 

8. 

Enter a City.

 

 

9. 

Enter a Zip Code.

 

 

10.

Select a State from the dropdown menu (default is South Carolina).

 

 

11.

Select a Country from the dropdown menu (default is United States of America).

 

 

12.

Select a County from the dropdown menu.

 

 

13.

Enter an E-mail Address (not required).

 

 

14.

Click the Save button.

SUITS returns to the Agent Account Maintenance screen.

 

15.

 

SUITS displays the address record you added in the grid within the Address Summary tab.

 

16.

 

SUITS displays a History link in the address record you added if the address record replaced an existing address.

Click the History link to view/expand the Address History panel