How to Add an Employee to a Pool

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.


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 “Add to Pool” beside the donor name.


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