Overview

In the Employee Manager:

• Select the Employee record and click DETAIL to see or modify the existing employee data or

• click ADD EMPLOYEE to create a new Employee record.

Open

Select the 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.

Open

General tab

Index Information

Index information is displayed in the header:

• Employee - employee name. To enter or change 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. The employee's NPN is required to be added 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 has made some changes via UI.

The other tabs (USB Tokens, Goal Assignment, Commission Adjustment, Exchange, Ins. Appointments, Documents, Outside Accounts, and Outside Business) are mostly unused.

Tabs

How Add an Employee’s Security Role When Setting up a New jCore User

To add or change an Employee’s Security Role proceed as follows.