Background Information:
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Process Name: |
Update an Existing Group Account |
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Role: |
•Internal user |
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Objective(s): |
The objective of this process is for an Internal User to edit a group account which may include: •Editing Group Name •Deleting an Employer Account •Adding an Employer Account •Deleting a Group Administrator •Adding a Group Administrator |
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Before you begin: |
•The Group Account exists in SUITS, but has not been finalized yet. •Information within the Group Account needs to be updated, and the group has not been finalized Note: Once a group is created, the only members that can be deleted are those added while updating the group. For existing group members, the member will need to be end-dated within the group, this will effectively remove them from the group. |
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What happens next: |
•SUITS reflects the updated Group Account information. •SUITS sends a notification to the Group Administrator’s Self-Service portal: Group Created. |
How to do it:
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User Action |
System Response |
Notes |
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1. |
Click the Employer Services left-navigation menu item from the Home screen. |
SUITS displays the Employer Services Maintenance screen. |
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2. |
Click the Manage Group Accounts link. |
SUITS displays the Group Account Lookup screen. |
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3. |
Enter an Employer Account ID.
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This can be any of the Account IDs of any of the Employers in the Group. |
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4. |
Click the Search button. |
SUITS displays the Group record in the Search Results panel. |
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5. |
Select the radio button associated with the record. |
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6. |
Click the Modify button. |
SUITS displays Step 1 - Group Account Details, of the Group Account Wizard screen. |
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7. |
Update the Group Name, if needed. |
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8. |
Click the Next button. |
SUITS displays Step 2 – Group Employer Details. |
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9. |
To delete an Employer record, select the radio button associated with the record.
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10. |
Click the Delete button. |
SUITS removes the Employer record you just deleted. |
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11. |
Enter another Employer Account ID to add additional accounts (If needed use the magnifying glass icon to search for the Employer Account ID). |
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12. |
Click the Add Employer button. |
SUITS displays the Employer record you just added to the group. |
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13. |
Select the radio button associated with the record to delete the Administrator’s record.
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14. |
Click the Delete button. |
SUITS removes the Employer record you just deleted. |
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15. |
To add an Administrator, enter another Employer Account ID. (If needed use the magnifying glass icon to search for the Employer Account ID). |
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This is the Account ID of the Employer who is named as the Administrator of the group. |
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16. |
Click the Add Employer button. |
SUITS displays the Employer record you just added to the group. |
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17. |
Click the Next button. |
SUITS displays the Review Group Summary screen. |
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18. |
Review the data. |
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19. |
Click the Previous button to return to any step and update the data, if needed. |
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20. |
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. |
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21. |
Click the Finish button. |
SUITS displays the Group Account Lookup screen. |
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22. |
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SUITS sends a notification to the Group Administrator’s Self-Service portal: “Group Account Modified”. |
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