Review POA

Background Information:

Process Name:	Review POA
Role:	• Internal User.
Objective(s):	To establish a relationship with an Employer who already has a UI account using the Agent Self-Service Portal.
Before you begin:	• An Agent has established a relationship with an existing Employer using the Self-Service Portal. • SUITS has sent a Review POA work item to the UI agency to review the legal document
What happens next:	• At POA approval, SUITS generates a message to the Employer’s account: “Agent Employer Assignment”. • SUITS updates the Employer’s Status from “Pending” to “Active”. • The Agent can now perform the designated UI transactions on behalf of the Employer.

How to do it:

#	User Action	System Response	Notes
1.	Click the Checkout hyperlink next to the Work item of “Review POA”.	SUITS displays the Review POA Maintenance screen.	Employer Status = Pending.
2.	Click the Available button in the Power of Attorney (POA) Document field.	SUITS downloads the POA document.
3.	Click Open to view or save the document.
4.	Review the POA.
5.	Select the checkbox in the Assign Roles panel for each role you want to assign to the Agent.
6.	Enter the Access Begin Date.		The Access Begin Date must be the first date of the quarter for the access of Wage Submissions.
7.	Enter the Access End Date (if needed).
8.	Enter Notes in the POA Review Notes panel.
9.	Click the Select Attachment button to attach a file to the record, if needed.
10.	Click the Approve button.	SUITS saves the record. SUITS generates a message to the Employer’s Portal mailbox: “Agent Employer Assignment”.	ALTERNATIVE ACTION: • Select an item from the Reason for Denial dropdown menu, and click the Deny button. • SUITS displays a popup window with the message: “Are you sure you want to Deny this POA?” • Click OK.