Creating a new customer

To create a new customer:

1. Click Admin on the Dashboard.
2. Click the Manage Customers link.
3. Click Create Customer.

    

   

    

4. Complete all fields with a red asterisk next to them on the Customer Information page. Armed Forces locations, AE and AP, should select USA as the Country. AE and AP are then available in the State drop-down list.
5. Enter the customer’s Agency Reference Code, if applicable.
6. Select the appropriate Organization from the USA Staffing Organization drop-down list in the Organization Details section.
7. Select the appropriate office(s) from the Offices drop-down list in the Organization Details section.
8. Click Save.
9. Select the eOPF Instance from the drop-down list Organization Details section, if applicable.
10. Click Save.

     

    

     

11. Click the Onboarding Defaults tab.
12. Enter the Agency/Department name.
13. Enter the Bureau/Division name
14. Click the Use External Name radio button, if applicable.
15. Enter the Branch/Organization Name.
16. Click the Use External Name radio button, if applicable.
17. Enter the Activity/Unit Name.
18. Click the Use External Name radio button, if applicable.
19. Select the HR Contacts from the drop-down list.
20. Select the Benefits Contacts from the drop-down list.
21. Select the Payroll Contacts from the drop-down list.
22. Select the Additional Contacts from the drop-down list. Edit title text, if applicable.
23. Click the Frequency radio button, if applicable.
24. Click Save.