The following are steps on adding a current employee to the pool once the employer has already been added to the pool.

Step 1:

Click “Client” and “View Clients” from the drop down menu at the top of your screen.

Step 2:

Click “View” beside the client’s name.

Step 3:

Scroll down to the Donor section, and select “Show All”.

Step 4:

Select “...” beside the donor name.

Step 5:

Select the “Add Donor to Pool” option.