Table of Contents

Introduction and Overview

Logging into SCView application

General Navigation

Manage Employees

Inviting Employees

• 4.1 Adding Anonymous User
• 4.2 Adding Existing User
• 4.3 Adding New User

Managing sent Invitations

Final

Introduction and Overview

The Manage Employee tool is part of the Onboarding module and is a popular choice among many districts due to its ease of use in inviting new hire employees and distributing onboarding packets. This integration will help streamline your onboarding process while maintaining ease of use.

Step 1: https://www.myscview.com 

Step 2: Enter the Username, Password and Database. 

Note: If you are having difficulty in signing in, read this guide.

Step 1: Select Tools > Manage Employees.

Note: If you do not have access to this and feel that you should, please contact your admin to update permissions.

This is the Manage Employees page. This page will show a list of any employees sent Onboarding packets along with their completion status. Each listed user’s information is organized from left to right in the columns as so:

• Last Name
• First Name
• Email
• Employee ID
• Form Group
• Invite Date
• Submitted Forms
• Total Forms
• Status
• Cancelled (Checked/Un-Checked)
• Submitted Date
• User ID 

The  button will be listed at the top right. This is used to either invite or add a new user to the Manage Employee screen, which will be covered further below.

The  button will remove any header filters applied.

Next, we will demonstrate how to add users to the Manage Employee page. There are three different user types that can be added based on the requirements to fill out a packet:

• Anonymous User 
• Existing User
• New User

Note: For all options, we must make sure the First Name, Last Name, and Email fields are filled out and have a Form Group chosen to determine which packet they are sent to complete. 

An Anonymous user is someone who is invited to fill out a packet but is not required to log into SCView. The invited user will receive a link via email to access and fill out the packet.

Step 1: Click the  button on the top right of the Manage Employee page.

Step 2: Select the desired ‘Form Group’ from the dropdown.

Step 3: Select Anonymous from the “User Type” 

Step 4: Continue filling out first name, last name, email, Employee ID and Date of birth. 

Step 5: Click invite and the invitation email will be sent to users Email. 

Note: Employee ID is and Date of Birth is not required. However, we do have the option within the module to add this at a later date. 

Adding Existing User

An Existing user is someone who already has an SCView account in the system. The user will be then sent a link via email to fill out a packet.

Step 1: Click the  button on the top right of the Manage Employee page.

Step 2: Select the desired ‘Form Group’ from the dropdown.

Step 3: Select Existing from the “User Type” 

Step 4: Click and expand the drop down on “User Select”. You will see all available SCView users currently in the system. Note: User ID, First name, Last name and Email will be auto-filled.

Step 5: Enter the Employee ID and date of birth.

Step 6: Click invite and the invitation email will be sent to users Email. 

Adding New User

By using this feature, you can create a new user in SCView while simultaneously sending out an invitation email and packet. The invitation email will include the new user's SCView username and temporary password.

Step 1: Click the  button on the top right of the Manage Employee page.

Step 2: Select the desired ‘Form Group’ from the dropdown.

Step 3: Select New User from the “User Type” 

Step 4: You will need to enter the SCView username you would like them to log in with.

Step 5: Continue filling out first name, last name, email, Employee ID and Date of birth.

Step 6: Click invite and the invitation email will be sent to users Email. 

Note: If you are using a Profile form, it will auto fill the First Name, Last Name, Email, DOB and Employee ID on the form for the Employee if the invitation has those same values filled. 

After the employees have been sent their invitation, you will be able to track their progress under the Manage Employees page by hovering over the Submitted Forms, Total Forms, or Status columns.

You can easily manage your sent invitations by right clicking on a user and selecting one of the following

• Update Email – Allows you to change the email address that was used to send the initial invitation. If done, you must then click resend invitation.
• Cancel Invitation – This will stop the user from being able to fill out the forms when loading the link from their invitation email.
• Resend Invitation – This will resend the invitation based on the current email address listed for their invitation.
• Copy Invitation Link – This allows you to impersonate the user to see exactly what they would see when clicking the link from their invitation email. This should only be used for viewing purposes.
• Delete Invitation– Deletes the invitation. Note: In order to delete you must cancel the invitation first.

Note: On the left side of the Manage Employee page, you will notice a blank check box next to every user’s name. You can select multiple users and simultaneously Cancel, Delete or Resend Invitations.

Once employees have completed their packets, they will be sent into the workflow for approval. Please reference our guide: How to Fill Out Online Forms through SCView Portal