How to Add an Employee to a Pool
The following are steps on adding a current employee to the pool once the employer has already been added to the pool.
Click “Client” and “View Clients” from the drop down menu at the top of your screen.
Click “View” beside the client’s name.
Scroll down to the Donor section, and select “Show All”.
Select “Add to Pool” beside the donor name.
Creating A New Pool
The Pool/Consortia Management feature is only included in the Established and Enterprise level accounts or as an add-on for the Starter and Growing accounts. This option is not available for the Lite accounts. *Once you have started creating a pool ...
How to Update Pools - Add/Remove Existing Employers
Click the “Pools” drop-down from the top menu bar. Select the “View Pools” option, this will take you to a list of your pools. If you do not see the pool you are looking for you may need to change the year, on the left side of your screen under the ...
Adding an Employee
Click the “Employees” drop-down menu from the top menu bar. Now click “Add Employee”. You will need to input the required information for the employee: first name, last name, date of birth, phone number, ID number, ID type. If you would like you are ...
How to set an employee as active or inactive
Click the “Employees” drop-down menu from the top menu bar. Select “Employee List”. On the right side above the employee’s names, select the “Show All” option. Now you will be able to see all of your employees. Beside the name of the employee that ...
Can I Delete a Pool?
No, once a pool has been created you are not able to delete it. However you can Archive the pool with the following steps: First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you ...