Updated EI CCB Staff Record

Purpose: In the event that a provider transitions from a contractor to CCB Employee or from CCB Employee to contractor, follow these steps.

1. Navigate to the Service Provider Contact record in Salesforce

2. Click on Related

3. Scroll down to the EI CCB Staffs record section

4. Click on the link to the EI CCB Staff record associated with your CCB/Local EI Program

Contractor to CCB Employee

1. Add the end date for when the provider stopped being a contractor

2. Click on the Save Button

   1. 

3. Ask the provider to submit a new CCB Request for your CCB/Local EI Program

4. Go to the new EI CCB Staff record associated with your CCB/Local EI Program by following the previous steps

5. Click on the CCB Employee checkbox

6. Change the status to Verified

7. Add the Start Date

8. Click Save

9. This creates the new attestation form for the provider to sign and the attest status should have automatically been updated to Pending Provider Signature

10. Have the provider login and sign the new attestation

11. Go back to the EI CCB Staff Record associated with your CCB/Local EI Program

12. Click on the Sign CCB Attestation button in the upper right corner of the screen

13. Refresh the page

14. The provider should now show as Active and both documents will be in the Related tab

CCB Employee to Contractor

1. Add the End Date for when the provider stopped being an employee

2. Click Save

   1. 

3. Ask the provider to submit a new CCB Request for your CCB/Local EI Program

4. Go to the new EI CCB Staff record associated with your CCB by following the previous steps

5. Click on the Sub Contractor checkbox

6. Change the status to Verified

7. Add the Start Date

8. Click Save

9. This creates the new attestation form for the provider to sign and the attest status should have automatically been updated to Pending Provider Signature

10. Have the provider login and sign the new attestation

11. Go back to the EI CCB Staff Record associated with your CCB/Local EI Program

12. Click on the Sign CCB Attestation button in the upper right corner of the screen

13. Refresh the page

14. The provider should now show as active and both documents will be in the related tab

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