Background Information:
Process Name: |
View Employer Account Activity History |
Role: |
• Employer • Internal SUITS user |
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. |
Before you begin: |
The Employer has a business need to view a history of its UI account. |
What happens next: |
SUITS displays the Employer’s account history based on defined search criteria. |
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 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. |
2. |
Click the Employer Maintenance hyperlink. |
SUITS displays the Employer Detail Maintenance screen. |
|
3. |
Select the Account Activity tab in the Other Information panel. |
SUITS displays account activity search criteria. |
|
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. |
|
If the User clicks Search without entering any search criteria, SUITS will return all activity history records. |
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. |