Inviting employees to the Unifocus Mobile App

From the General tab of the Employee Maintenance screen, you can send email and printed invitations to active unregistered employees or to employees who were added within the last two weeks.

Notes: Employees must have valid email addresses and employee IDs in Employee Maintenance before you can invite them using the Mobile App. If you do not know their email address, you must send a printed invitation.

Sending email invitations

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Administration > Employee Maintenance.
   The Employee Maintenance screen appears in a new tab.

3. In the employee pane, select the employee you want to edit.
   For information about filtering the employee list, see Sorting and filtering employees in Employee Maintenance.
   The General tab updates with information for the selected employee.

4. In the Mobile section, select Invite.
   The Invite drop-down menu expands.

5. Select Email Invite to send a digital invitation directly to the employee's email address.
   The invitation is sent to the employee.

Sending printed invitations

You can print PDF invitations for all active or new employees who have not already registered for the UniFocus Mobile App, version 2.0.

1. In the upper-left corner of the screen, select Access your applications (  ).
   The menu expands.

2. Select Administration > Employee Maintenance.
   The Employee Maintenance screen appears in a new tab.

3. In the employee pane, select the employee you want to edit.
   For information about filtering the employee list, see Sorting and filtering employees in Employee Maintenance.
   The General tab updates with information for the selected employee.

4. In the upper-right corner of the Mobile tile, select Invite.
   The Invite drop-down menu expands.

5. Select Paper Invite to print a physical invitation.

When employees receive the PDF invitation, they complete the following registration steps:

1. Go to the registration URL listed on the invitation.

2. Enter their name and email address.

3. Enter the information provided on the invitation:

   • Client code

   • Verification code

   • Employee ID