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:
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Sign in to Staffology HR.
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Go to Directories.
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Select the required employee and choose Edit.
You can also select the edit icon displayed on the employee's name:
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Select Pro.Mem.
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On the Professional Memberships screen, select Create New.
Fields for Pro. Mem.
Date |
Enter the start date . |
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Description |
Enter the name of the membership . |
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Renewal Date |
Date to be renewed, if applicable . |
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Letters |
Any letter to go after name. |
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Employee Contribution |
Amount of any employee contribution . |
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Employer Contribution |
Amount of employer contribution. |
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Membership Cost |
Total cost of membership, combines employee and employer costs . |
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Membership Number |
Membership number. |
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Exclude Reward Statement |
Select this checkbox to exclude the membership from the reward statement. |
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Actions |
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Activity* |
You can create an activity relating to this record . |
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Linked Documents |
You can upload related documents that the employee can view. |
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Data Audit |
Audit of any changes. |
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Mail Merge Field Selector |
To create mail merge documents relating to this benefit. |
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Mail Merge |
Merge the data from the record into the previously created mail merge document. |
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Reminder Alerts* |
Frequency based reminders for this record. |