Employee Designation - Managing Employee Requests

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Employee Designation - Managing Employee Requests

Employee Designation - Managing Employee Requests

Adding a member as an employee of your organization will allow you to quickly edit and modify their requirements and assessments, allowing them to be assigned to rotations without the need to fulfill the requirement themselves.

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

Updating Current Users

Step 1:

Click "Members" from your home screen and then select the appropriate member type under Affiliation. image nav-bar pointing to Members by Affiliation

Step 2:

From the student 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:

Next, click the "Affiliated Programs/Grad Date/Access End Date" tab in the navigation panel.
image screenshot Navigation panel pointing to Affiliated Programs / Access End Date

Step 4:

Here, you'll see all Current Affiliated Programs the member has with your organization. Click the "Yes" 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 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 (incoming) tab of the Affiliation Manager, click the "Edit" (pencil) icon of the member you wish to approve.
image shows pending affiliation requests and edit member

Step 3:

Employees are approved or deleted by clicking the program "Status" to "Approve", or "Deleted" to deny.

The approval process occurs on a per-program basis, and you can add a program here as well. Make your selections and click "Save" to submit. image shows current affiliation status

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