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Create Customer Overview

Updated

The Create Customer page is where you create a new customer.

To access this section, select Admin on the Dashboard, the Admin Home tab displays, select the Manage Customers link in the Maintenance section to open the Customer Admin tab, select Create Customer.

The following elements are displayed:

Create Customer page

The Customer Information page allows you to enter and review information specific to a customer record. For instructions, see: Creating a new customer.

  • Internal Customer Name. This is the customer name to be used for internal purposes. Valid characters are: A-Z, a-z, and 0-9, hyphen (-), apostrophe ('), comma (,), slashes (/\), and space. This field has a 100 character limit.
  • External Customer Name. This is the customer name to be released to USAJOBS. Valid characters are: A-Z, a-z, and 0-9, hyphen (-), apostrophe ('), comma (,), slashes (/\), and space. This field has a 100 character limit.
  • Agency Reference Code. This is an optional field where you enter a unique agency reference code for the customer. This is an internal code specifically designed for agencies utilizing request processing interconnections.
  • Address 1. This is the customer address.
  • Address 2. This is the customer address. This field is optional.
  • Address 3. This is the customer address. This field is optional.
  • City. This is the customer city.
  • State. This is the customer state.
  • Zip Code. This is the customer zip code.
  • Country. This is the customer country. Armed Forces locations, AE and AP, should select USA as the Country. AE and AP are then available in the State drop-down list.
  • Phone Number. This is the customer phone number. Valid characters are: 0-9, hyphen (-), parentheses (), and plus sign (+).
  • Fax Number. This is the customer fax number. This field is optional. Valid characters are: 0-9, hyphen (-), parentheses (), and plus sign (+).
  • HR Owner. This is the human resources user who designated to be the point of contact for changes to the customer information. This field is optional.

The Organization Details section allows you to view, add and delete offices associated with the customer.

  • USA Staffing Organization. This drop-down list allows you to select among the organizations for which you have access.
  • Offices. This drop-down list is where you assign the customer to an office(s).
  • CPDF Organization. This is the Central Personnel Data File organization associated with the customer record. The CPDF organization selected will display on announcements posted for this customer on USAJOBS.
  • CPDF Agency. This is the Central Personnel Data File agency associated with the customer record. The CPDF agency selected will display on announcements posted for this customer on USAJOBS.
  • Agency Logo. Selecting this link opens a preview of the logo on file for the corresponding CPDF Agency selected on the customer record. This agency branding logo is displayed in the Online Application and Onboard Interface. Please contact your USA Staffing Account Manager if you need to update or change the logo image on file for your CPDF Agency Code. 
    • Notes: 
      • This field is not enabled until the Customer Information page is saved for the new customer record.
      • The logo file name must include the agency CPDF code and should be:
        • In Graphics Interchange Format (GIF)
        • No larger than 360 x 65 pixels or 4.8 inches wide x .86 inches high
  • No Agency Logo. This text appears when the corresponding CPDF Agency either does not have a logo on file. Note: This field is not enabled until the Customer Information page is saved for the new customer record.
  • eOPF Instance Codes. This is an optional field where you enter a unique agency communication code to be used by those agencies utilizing the onboarding feature. This tells the eOPF system know where to place the forms by routing them to the appropriate agency’s eOPF “instance”. Note: This field is not enabled until the Customer Information page is saved for the new customer record.
  • eOPF Transmission Delay Period. This field displays the delay period configured for transmitting records to eOPF. 
    • Notes: 
      • This delay period is configured by OPM personnel and applies to all customers within a USA Staffing Organization. 
      • Users cannot modify this value from the Customer Information page. 
      • This field is not enabled until the Customer Information page is saved for the new customer record.

The Onboarding Defaults page in enabled when the Customer Information page is saved for the new customer record. The Default Agency Information fields can be used to display information on the New Hire questionnaire.

The following elements are displayed:

Core - Edit Customer - Onboarding Defaults.png

  • Agency/Department. This is the agency or department of the new hire's position.
  • Bureau/Division. This is the bureau or division of the new hire's position.
    • Use External Name. A check in this radio button indicates the external customer name will be used.
  • Branch/Organization. This is the branch or organization of the new hire's position.
    • Use External Name. A check in this radio button indicates the external customer name will be used.
  • Activity/Unit. This is the activity or unit of the new hire's position.
    • Use External Name. A check in this radio button indicates the external customer name will be used.

The Default Contact Information fields will be displayed to the new hire within the Contact Us section within the onboarding process.

The following elements are displayed:

  • HR Contacts. Select the HR Contacts related to the new hire record from the drop-down list.
  • Benefits Contacts. Select the benefits contact related to the new hire record from the drop-down list.
  • Payroll Contacts. Select the payroll contact related to the new hire record from the drop-down list.
  • Additional Contacts. This is the name of the additional contact for the customer. For instructions, see: Editing an additional contact.

The Default Activity Summary fields allows users to set how often new hires should receive the Activity Summary email.

  • Frequency. Select how often new hires will receive the Activity Summary email. The following options are available:
    • Monday / Wednesday / Friday
    • Never
  • Content. This is the information provided to the new hire in the activity summary email.

The Default Text Alert (Tentative Offer Only) toggle allows customer level default to enable the ability to automatically elect all new hires associated with this customer to receive text alerts for Tentative Job Offers only. You can disable the text alert for new hires in their individual records. 

Note: New hires must also opt-in to receiving text alerts within their USAJOBS profile.

For additional information, see: Manage Customers Related Tasks.

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