Once you have created a employer, a member or member account, you can create a service for them.
To create a service:
- Using the search box in the top nav bar, find the record (employer, member or member account) for which you want to create a service.
- Click the customer's name or account from the results.
- Click the icon in the side nav bar to get to the Services tab.
- From the Services tab, click the icon to create a new service. The Add Service popup will appear.
- Complete the details for the new service (required fields appear in red).
- Click Save. Or if you want to immediately start a process for the service, click Save & Start a Process.