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 title Pools you will see the option to change the year.
Now select “View” next to the pool you want to add/remove members from.
Click the “Update Name & Members” option on the top left side of the pool you have chosen.
Now select “Add” or “Remove” on the far right side of the employer’s name.
Now click “Confirm” and you have successfully updated your pool members!
Related Articles
Generating Participation Reports for Pools
The following are instructions for generating a participation report in Veriport First, select the “View Pools” option from the “Pools” drop-down menu. This will take you to the page that will show you the pools you have for the selected year. If you ...Adding Client Users - Employers
Only those with admin capabilities are able to add users. First, you will want to select the “Dashboard” option on the top menu bar. Now you will see a section called Client Users closer to the bottom of the page. In this Client Users section, you ...How to Update a Donor name on an MRO report
If a donor name on an MRO report needs to be corrected, please contact your MRO and ask them to update the donor name on the report.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 ...Archiving a Pool
First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you are trying to Archive. Once you are in the pool, select “Update Names and Members” on the top right side of the screen. ...