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Add New Client Wizard Tutorial
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Getting to the Wizard To get to the Add New Client Wizard Click Add Client. Click Start Wizard If you exit the wizard before completing all of the steps Click Add Client. Locate your client's name from the drop down menu shown. The system will then allow you to modify ...
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Can we upload our own census spreadsheet to EasyAppsOnline?
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No, the ONLY template census which can be used is the EasyAppsOnline Employee Census Template. The census has information hidden in the background used to communicate with our server. The EasyAppsOnline Employee Census Template CANNOT be altered in any way, if so, there may be upload issues....
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Common Census Errors
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The #1 reason brokers receive errors when trying to upload the EasyAppsOnline census is due to incorrect use of the Copy/Paste function. Common Census Errors Gender Error This error is typically caused by an additional "space" being added after the last letter. Example: "M " instead of "M" ...
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I exited out of the Add New Client Wizard prematurely. What do I do? |
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I exited out of the Add New Client Wizard prematurely. What do I do? Step 1. Download the Census Template (The link to re-download this can be found under Clients > Choose an action > Census Upload)Step 2. Add Company Information (If you back out it's available under Choose an action > ...
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