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.

Notes:

New unregistered employees refer to employees who have been added within the last two weeks.
Employees must have valid email addresses and employee IDs in Employee Maintenance before you can invite them using the Mobile App. If you do not know their email address, you must send a printed invitation.

Sending email invitations

In the toolbar, click the Main Menu icon (
).
From the drop-down list, under the Admin section, select Employee Maintenance.
The Employee Maintenance screen appears in a separate tab.
For more information, see The Employee Maintenance screen.
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. From the drop-down list, 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 or new employees who have not already registered for the UniFocus Mobile App, version 2.0.

In the toolbar, click the Main Menu icon (
).
From the drop-down list, under the Admin section, select Employee Maintenance.
The Employee Maintenance screen appears in a separate tab.
For more information, see The Employee Maintenance screen.
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. From the drop-down list, 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:

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

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