Employee Designation - Managing Employee Requests

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Employee Designation - Managing Employee Requests

Employee Designation - Managing Employee Requests

Adding a member (i.e., Student, Faculty, etc.) as an employee of your organization will allow you to quickly manage their requirements and assessments. This will allow them to be assigned to rotations without the need to fulfill the requirement themselves.

NOTE: Employees must be directly affiliated with your organization, rather than only affiliated through a rotation assignment.

Updating Current Users

Step 1:

Select "Members" from your home screen and then select the appropriate Member Ttype under Affiliation.

image nav-bar pointing to Members by Affiliation

Step 2:

From the member list, search for the desired member, and click the "Edit" (pencil) icon next to their name.

image screenshot Actions tab pointing to the Edit icon

Step 3:

Click the "Affiliated Programs / Access End Date" tab in the Navigation menu.

image screenshot Navigation panel pointing to Affiliated Programs / Access End Date

Step 4:

Here, you will see all Current Affiliated Programs the member has with your organization. Select "Yes" in the Employee toggle for all programs in which the member is an employee.

Once satisfied, click "Save" at the bottom of the page.

image shows current affiliations

Manage Employee Designation Requests

If your organization allows for members to request an affiliation with you directly, a notification will appear on your dashboard for each affiliation request.

Step 1:

To review affiliation requests, click on the notification to go directly to the Member Affiliation Manager.

image screenshot Notifications panel

Step 2:

Under the Pending Entity Approval section of the affiliation manager, click the "Edit" (pencil) icon in the Actions column for the member you wish to approve.

image shows pending affiliation requests and edit member

Step 3:

The approval process occurs on a per-program basis. You can also add a program to a member's account from this page.

  • To approve the request, select "Approve" from the Status drop-down.
  • To deny the request, select "Deleted" from the Status drop-down.

Once you have made your decision(s), click "Save" to update the member's affiliation with your organization.

image shows current affiliation status

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