Inviting employees to the UniFocus Mobile App

From the Employee Maintenance screen, you can send email and printed invitations to one or multiple employees—either active unregistered employees or new unregistered employees.

Sending mobile invitations

1. In the toolbar, click the Main Menu icon ( 

   

    ).
2. From the drop-down list, under the Administration section, select Employee Maintenance.
   The Employee Maintenance screen appears in a separate tab.
   For more information, see The Employee Maintenance screen.
3. Do one of the following:
   • To invite one employee:
     1. In the employee pane, right-click the row for the employee you want to invite.
     2. Select  Mobile Invite.
        A confirmation dialog box appears.
     3. Click Yes to confirm. 
        The invitation is sent.
   • To invite multiple employees:
     1. In the bottom left corner (under the employees pane), click  Mobile Invite.
     2. From the Send to drop-down list, select either Send to Active Unregistered Employees or Send to New Unregistered Employees.
        A confirmation dialog box appears. 
     3. Click Yes to confirm.
        The invitations are sent. 

Employees receive an email invitation with a link to the Mobile setup wizard. Employees with both a valid email address and employee ID use the setup wizard to create their password and security question. When they complete the setup wizard, employees receive a link to download the Mobile App.

Sending printed invitations

You can print PDF invitations for all active employees who have not already registered for the UniFocus Mobile App, version 2.

1. In the toolbar, click the Main Menu icon ( 

   

    ).
2. From the drop-down list, under the Administration section, select Employee Maintenance.
   The Employee Maintenance screen appears in a separate tab.
   For more information, see The Employee Maintenance screen.
3. Do one of the following:
   • To invite one employee:
     1. In the employee pane, right-click the row for the employee you want to invite.
     2. Select Paper Invite.
        A confirmation dialog box appears.
     3. Click Yes to confirm. 
        The invitation is sent.
   • To invite multiple employees:
     1. In the bottom left corner (under the employees pane), click Paper Invite.
     2. From the Send to drop-down list, select either Paper Invite for All Active Unregistered Employees or Paper Invite for New Unregistered Employees.
        A confirmation dialog box appears. 
     3. Click Yes to confirm.
        The invitations are sent. 

When employees receive the PDF invitation, they complete the following registration steps:

1. Go to the registration URL listed on the invitation.
2. Enter their name and email address.
3. Enter the information provided on the invitation:
   • Client code
   • Verification code
   • Employee ID