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credit-cardAdding a New Appliance Tech Debit Card

ℹ️Can you clarify, contribute, challenge, or want to see additions? Contact me: Shaphan Hawks on Facebook arrow-up-rightor Email​ envelopeor Support US

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Adding a New Appliance Tech Debit Card

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Background

Step by Step

Tools Used

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Background

The process is for ordering and activating a new debit card for a field appliance tech, for gas and other nominal purchases.

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Step by Step

1

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> Login to Relay

https://relayfi.com/arrow-up-right

2

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> Cards

3

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> Cards

4

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> Create

5

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> Specifications

6

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> Controls

7

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> Specs

Card Nickname = Employee First and Last Name

8

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Shipping

Enter Emp Home address which you can find in Google Workspace Drive under "Emp Name FAQ"arrow-up-right

9

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Follow up with emp in 8 days or so

10

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Email Activation

11

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Set the employee a task for card specifics in ToDoistarrow-up-right

Send emp a Todoist task in their task folderarrow-up-right

12

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Activate

Click Activate in Email. Search Google Workspace Inbox arrow-up-rightfor "Relay Activate Your Visa".

Set PIN per emp's preference as found in Employee Onboarding Checklist Files in Google Workspacearrow-up-right

13

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Notify Emp that card is ready to use via Todoist Task

Set a FYI only task in Todoist for the emp to know their task is ready

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Tools Used

RelayFiarrow-up-right ToDoistarrow-up-right Google Workspacearrow-up-right Pixel 10 Fold arrow-up-right( Joking we just really like this phone )

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