Background Information:
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Process Name: |
View Employer Account Activity History |
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Role: |
•Employer •Internal SUITS user |
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Objective(s): |
The objective of this process is for the Employer to look at the history of processes, correspondences, transactions, etc., within its UI account from the Self-Service portal account. |
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Before you begin: |
The Employer has a business need to view a history of its UI account. |
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What happens next: |
SUITS displays the Employer’s account history based on defined search criteria. |
How to do it:
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# |
User Action |
System Response |
Notes |
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1. |
Click the Account Maintenance left-navigation menu item from the Home screen. |
SUITS displays the Employer Maintenance screen. |
To complete this as an internal user, go to the Employer Lookup screen and search for the Employer, then access the Employer self-service portal as an internal user and complete these steps. |
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2. |
Click the Employer Maintenance hyperlink. |
SUITS displays the Employer Detail Maintenance screen. |
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3. |
Select the Account Activity tab in the Other Information panel. |
SUITS displays account activity search criteria. |
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4. |
Enter one or more search criteria fields. For example, select Location Change in the Process Name dropdown menu to search for account activity which was a Location Change. |
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If the User clicks Search without entering any search criteria, SUITS will return all activity history records. |
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5. |
Click the Search button. |
SUITS displays the search results. |
If SUITS returns many results, the User may click the Export to Excel button to view the records on an Excel spreadsheet. |