NEW USER REGISTRATION. Completing New User Registration activates your profile! Users only need to complete this process once. Let’s get started…

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Presentation transcript:

NEW USER REGISTRATION

Completing New User Registration activates your profile! Users only need to complete this process once. Let’s get started…

NEW USER REGISTRATION Under GLOBAL SIGN IN, Click “CalATERS Global” Access CalATERS Global from the SCO website:

NEW USER REGISTRATION Click “New User Registration”

NEW USER REGISTRATION Enter your SSN Enter your last name Click “OK”

NEW USER REGISTRATION THIS ERROR MESSAGE INDICATES: This SSN/Last Name combination has already registered OR The department has not loaded a profile for this SSN/Last Name combination

NEW USER REGISTRATION Enter legal name. First and last are required; middle initial is not. Take note of your User ID! It will be needed to log in to Global. Enter address. CalATERS correspondence will be sent here. Click “Next”

NEW USER REGISTRATION Enter your business phone # Based on your State employment status, select “Employee” or “Non Employee”. Select your bargaining unit This field is automatically updated based on the distribution of your payroll. “N” indicates you will receive expense reimbursements via warrant; “Y” indicates you will receive expense reimbursements via EFT (same account used for payroll). Click “Next”

NEW USER REGISTRATION If your residence is different from your mailing address, select “No” and complete the Residence Address information in the additional fields that display. Enter your mailing address. Warrants will be mailed here, and this address may be used by your Accounting Office to validate mileage expenses. Click “Next”

NEW USER REGISTRATION Click “Change Default Approver” Enter supervisor’s last name Click “Look Up” Select your approver and click “OK” Your approver will not appear if he/she has not yet registered. If this is the case, click “Cancel”; your approver may be added later.

NEW USER REGISTRATION Your selection should now show in the Approver field. Enter your work address Click “Next”

NEW USER REGISTRATION REVIEW ONLY. No action to be taken at this screen. Account Coding Information is pre-loaded, and only adjusted by your department. Click “Next”

NEW USER REGISTRATION Click “Next” If you are not on Long Term Assignment, leave selection at “No” and proceed. If you are on Long Term Assignment, select “Yes” and complete the LTA information in the additional fields that display.

NEW USER REGISTRATION REVIEW ONLY. No action to be taken at this screen. Miscellaneous Information is pre-loaded, and only adjusted by your department. Click “Next”

NEW USER REGISTRATION Click “Submit Registration Request” Click “OK”

NEW USER REGISTRATION This confirmation/temporary password is sent to the address you provided in your profile. With your User ID noted earlier and this password, return to the CalATERS Global homepage and log in.

NEW USER REGISTRATION Under GLOBAL SIGN IN, Click “CalATERS Global”

NEW USER REGISTRATION Enter your User ID Enter password Once you click Logon, you will be prompted to change the system-generated password to one of your choice. Please refer back to the confirmation for the guidelines for setting a new password. Click “Logon”