- Select Admin on the Dashboard.
- Select the Manage Customers link.
- Select Create Customer.
- Complete all fields with a red asterisk next to them on the Customer Information page. Note: Armed Forces locations, AE and AP, should select USA as the Country. AE and AP are then available in the State drop-down list.
- Enter the customer’s Agency Reference Code, if applicable.
- Select the appropriate Organization from the USA Staffing Organization drop-down list in the Organization Details section.
- Select the appropriate office(s) from the Offices drop-down list in the Organization Details section.
- Select Save to enable to the eOPF instance and the Onboarding Default tab.
- Select the eOPF Instance from the drop-down list Organization Details section, if applicable.
- Select Save.
- Select the Onboarding Defaults tab.
- Enter the Agency/Department name.
- Enter the Bureau/Division name
- Select the Use External Name radio button, if applicable.
- Enter the Branch/Organization Name.
- Select the Use External Name radio button, if applicable.
- Enter the Activity/Unit Name.
- Select the Use External Name radio button, if applicable.
- Choose the HR Contacts from the drop-down list.
- Choose the Benefits Contacts from the drop-down list.
- Choose the Payroll Contacts from the drop-down list.
- Choose the Additional Contacts from the drop-down list. Edit title text, if applicable.
- Select the Frequency radio button, if applicable.
- Select Save.