Set up Professional Memberships

The Pro. Mem. tab allows you to record professional memberships. Any amount added to the Employer Contributions field displays in the Reward Statement, Other section unless you have also selected the Exclude Reward Statement checkbox.

To add a professional membership on an employee's record:

  1. Sign in to Staffology HR.

  2. Go to Directories.

  3. Select the required employee and choose Edit.

    You can also select the edit icon displayed on the employee's name:

  4. Select Pro.Mem.

  5. On the Professional Memberships screen, select Create New.

    The Professional Memberships fields  

Fields for Pro. Mem.

Date

Enter the start date .

Description

Enter the name of the membership .

Renewal Date

Date to be renewed, if applicable .

Letters

Any letter to go after name.

Employee Contribution

Amount of any employee contribution .

Employer Contribution

Amount of employer contribution.

Membership Cost

Total cost of membership, combines employee and employer costs .

Membership Number

Membership number.

Exclude Reward Statement

Select this checkbox to exclude the membership from the reward statement.

Actions

Activity*

You can create an activity relating to this record .

Linked Documents

You can upload related documents that the employee can view.

Data Audit

Audit of any changes.

Mail Merge Field Selector

To create mail merge documents relating to this benefit.

Mail Merge

Merge the data from the record into the previously created mail merge document.

Reminder Alerts*

Frequency based reminders for this record.