Overview
Select the employee and click DETAIL to see or modify the existing employee.
The system opens the Employee Details window’s General tab.
This window displays the basic demographic information about the selected employee.
Enter the general information on the left side of the screen.
Enter the contact and work information on the right side of the screen.
Enter the notes on the bottom, if required.
See the General tab section for more detailed information.
Index Information
Index information is displayed on the header:
Employee - employee name. To enter the name, use the General tab.
Employee ID
Social Security - Social Security Number
CRD Number
NPN - The NPN (National Producer Number) is a unique NAIC (National Insurance Producer Registry) identifier assigned through the licensing application process. It is required to add the Employee's NPN to this service to receive updates for this Employee. The label Status Not Registered (F) or Status Unknown means we didn't add this NPN to the NIPR. The application communicates with this service via SOAP and REST API. This service provides updates related to licenses and specific Employees.
Primary Rep ID - To enter the Rep ID, use the RepID tab.
Buttons
There are eight buttons located at the top of the Employee Detail window.
Click the ADD button (A) to register the Employee. The label will be changed to Status Registered.
Click the UPDATES button (B) to call NIPR for updates related to this NPN. The data will be updated in the jCore/jPass database.
Click the CREATE EMAIL button (C) to send an email letter to the target Employee.
Click the FULL REPORT button (E) to make a REST API call to the NIPR to get all the information related to this NPN.
Click the REMOVE button (G) to cancel the Employee registration. The system changes the label to Status Not Registered (F).
Click the AGENT button (H) to display the Agent/Rep details. Employees may have many agents. Usually, the agent is a freelancer who does not have a workplace, access to the system, etc. Add the agent to the system as a customer and set a link between the Employee and his agents.
Click the ADD DOCUMENT button (I) to upload documents. These documents will be visible on the Employee Detail’s Documents tab.
Click the SAVE (D) button to update Employee data in the database if the user made some changes via UI.
Note: Most of the buttons (except Create Email, Add Document, and Save) are related to the NIPR service. The NPN field must be filled out to execute possible actions (ADD, UPDATES, FULL REPORT, etc.).
The other tabs (USB Tokens, Goal Assignment, Commission Adjustment, Exchange, Ins. Appointments, Documents, Outside Accounts, and Outside Business) are mostly unused.
Audience: System Administrators, Back Office Administrators
Functionality: Employee Details is used to view, configure, and manage all Employees.