Setting up an Employee Program is a great way to reward your employees, boost employee morale, increase job satisfaction, and enhance employee loyalty.
Once you create this program, you’ll need to enroll employees into it. You also may need to unenroll employees at a given time. We’ll walk through how to create and add new users to your Employee Program as well as how to enroll and unenroll existing users.
If an employee program still needs to be created, you can consult the article here.
Creating a New User and Enrolling Them Into Your Employee Program
1
Navigate to the Virtual Terminal
If you’re in Essential, you can navigate to the Virtual Terminal by clicking on the user icon in the top right hand corner to open the My Account menu and then clicking Manage Account. Then, you can click the Virtual Terminal link.
You can also access the Virtual Terminal via the link https://vt.clutch.com/.
2
Select the Add Customer Option
Find the + Add Customer button and click on it.
Note that even though they’re an employee rather than a customer, every person enrolled in your program is technically labeled a customer.
3
Enter Employee Information and Select the Employee Program
Under the Enter Customer Information section, input the employee’s name as well as their email address and/or phone number.
Under the Program section, select the Employee Program you wish to add the employee to.
4
Add and Enroll the “Customer”
Click the Add Customer button to add your new employee to the Employee Program.
Enrolling and Unenrolling Existing Users Into Your Employee Program
1
Navigate to the Virtual Terminal
If you’re in Essential, you can navigate to the Virtual Terminal by clicking on the user icon in the top right hand corner to open the My Account menu and then clicking Manage Account. Then, you can click the Virtual Terminal link.
You can also access the Virtual Terminal via the link https://vt.clutch.com/.
2
Search Employee
Enter employee information and search for it within the Virtual Terminal. Once you find their information within the results table, click the Show Details button to open their profile.
3
Click the Additional Programs Tile
Find the Additional Programs tile within the user’s profile and click on it.
4
Enroll or Unenroll in Additional Programs
Determine which programs you want the employee enrolled in.
If you want to enroll an employee into a certain program, make sure the Enroll bubble is filled in.
If you wish to unenroll them, make sure the Unenroll bubble is filled in.
Once done, click the Save button to save changes.
