Adding a New Appliance Tech Debit Card

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Adding a New Appliance Tech Debit Card

Contents

Background

Step by Step

Tools Used

Background

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

Step by Step

1

> Login to Relay

https://relayfi.com/

2

> Cards

3

> Cards

4

> Create

5

> Specifications

6

> Controls

7

> Specs

Card Nickname = Employee First and Last Name

8

Shipping

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

9

Follow up with emp in 8 days or so

10

Email Activation

11

Set the employee a task for card specifics in ToDoist

Send emp a Todoist task in their task folder

12

Activate

Click Activate in Email. Search Google Workspace Inbox for "Relay Activate Your Visa".

Set PIN per emp's preference as found in Employee Onboarding Checklist Files in Google Workspace

13

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

Tools Used

RelayFi ToDoist Google Workspace Pixel 10 Fold ( Joking we just really like this phone )

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