An employee account should be opened for any employees who are currently employed by the sponsoring employer. The account must be created to provide the employee with account access and open casework for them. Company users can easily add an employee from any page in the Envoy Global platform.
By adding a new employee, you can choose to invite them to the account to collaborate on active casework or simply track their status information and invite them later when a new case is needed.
The Account Management team can assist company users with this step and can provide support for adding employees in bulk.
To add a new employee account, follow the steps provided below.
- Create + on the navigation bar
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New Employee from the drop-down list
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Fill out the employee information. The required fields include first name, last name, email address, and the division they are in. If a company has multiple entities in the Envoy Global platform, be sure that the correct entity is selected. Other information such as job title, department, etc. can be filled in if relevant.
If the employee should have access to their account, check the box 'Invite user to create profile'. If they should not have access, uncheck this box but remember to invite them later on once a case is opened for them.
- Click Save.
Need additional support?
For corporate users, contact your Account Management team. For sponsored employees, start a live chat with the Envoy Global Customer Experience team from your Envoy Global account.