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 “...” beside the donor name.
Step 5:
Select the “Add Donor to Pool” option.
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