Customer Center
Help Topics
Self-Help Guides
Home > SmartVault Dashboard > SmartVault Dashboard How-To Guides > Set an Employee as a Seasonal Worker

Set an Employee as a Seasonal Worker

Overview

2014_Sept_AppliesToTaxPlans.PNG

Some tax firms employee seasonal workers for extra help during the tax season. Since these workers are not full-time employees, paying for a full SmartVault license isn't always the best value. You can purchase additional user licenses that are categorized as seasonal worker licenses. You add your temporary employees just as you would a normal employee and apply a Seasonal Worker license you've purchased.

Seasonal Worker licenses are valid for use from the time of purchase until May 1st. On May 1st, employees on Seasonal Worker licenses will be deleted from SmartVault and will no longer have access to your SmartVault account.

 

Note: Seasonal Workers should not be added to the Firm Manager or Firm Employee group. Seasonal Workers cannot be given administrative access. This includes assigning an employee to a client. A Seasonal Worker cannot be assigned to a client.



See this article if you need to add additional Seasonal Worker licenses to your account.

Steps

Create a new employee

  1. Sign in to the Portal.
  2. Verify that you have added a seasonal worker license to your account. SmartVault displays your current usage and number of available and used user licenses. If you have Seasonal Workers licenses, the number displays under your user licenses. See this article if you need to add additional Seasonal Worker licenses to your account.

    CP_Seasonal_License_Total.png
     
  3. Right click on your account and select View Dashboard.

    CP_Seasonal_License_View_Dashboard.png
     
  4. Click Employees.

    CP_Dashboard_Employees.png
     
  5. Click the + icon to add a new employee.

    CP_Seasonal_License_Add_Employee.png
     
  6. After entering the necessary information for the employee, check Seasonal worker to set this employee to use a seasonal worker license.

    CP_Seasonal_License_Seasonal_Worker.png

    Note: You cannot make a seasonal work an administrative user. When you attempt to set a seasonal worker as an administrator, you will receive an error. Click Cancel to keep the user as a seasonal worker, or click OK to set the user to be an administrator.

    CP_Seasonal_License_Conflict.png
     
  7. The employee's profile should now have a blue icon signifying that the employee is a seasonal worker. Click Save changes.

    CP_Seasonal_License_Save_Changes.png
     
  8. If you check your account usage on the Portal, you should see that one of your seasonal worker licenses is now in use.

    CP_Seasonal_License_Used.png
     

Change an existing employee to a seasonal worker

  1. Sign in to the Portal.
  2. Verify that you have added a seasonal worker license to your account. SmartVault displays your current usage and number of available and used user licenses. If you have Seasonal Workers licenses, the number displays under your user licenses. 
    See this article if you need to add additional Seasonal Worker licenses to your account.

    CP_Seasonal_License_Total.png
     
  3. Right click on your account and select View Dashboard.

    CP_Seasonal_License_View_Dashboard.png
     
  4. Click Employees.

    CP_Dashboard_Employees.png
     
  5. Click View employee info for the employee to change.

    CP_Seasonal_License_View_Info.png
     
  6. Click Edit employee.

    CP_Seasonal_License_Edit_Employee.png
     
  7. Check Seasonal worker to set this employee to use a seasonal worker license.

    Note: You cannot make a seasonal work an administrative user. If this user is currently an administrator, you first need to uncheck Administrative user before you can set the user to a seasonal worker. 

    When you attempt to set a seasonal worker as an administrator, you will receive an error. Click Cancel to keep the user as a seasonal worker, or click OK to set the user to be an administrator.

    CP_Seasonal_License_Conflict.png
     
  8. The employee's profile should now have a blue icon signifying that the employee is a seasonal worker. Click Save changes.

    CP_Seasonal_License_Edit_Employee_Save_Changes.png
     
  9. If you check your account usage on the Portal, you should see that one of your seasonal worker licenses is now in use.

    CP_Seasonal_License_Used.png
     
You must to post a comment.
Last modified
09:07, 2 May 2017

Tags

Classifications

This page has no classifications.