How to Give a Staff Member an Active Assignment to the Organization

This topic shows you how to give a staff member an active assignment to the organization or diocese. Having an active assignment is one of the requirements for being able to access certain features and functions within modules in ParishSOFT Family Suite.

To perform this task, you must have an active assignment to the organization with login privileges. In addition, you must have Organization Admin or Diocesan Admin access rights assigned to your login credentials.

1. In the Organization list, select the parish organization or diocese.
2. Click to display the Staff List page.
3. In the toolbar, click .

The Find Member window opens. The system requires you to search the database to determine whether the individual already has an active assignment.

A red asterisk (*) indicates required information.

4. In one or more of the Find Member fields, type your search criteria. Then, click .

The Member Search window opens to show a list of members in your database that match the criteria you provided.

5. Do one of the following:

• If the individual's name appears in the list, it means the system located a member record for the person in the database. Do the following:

1. Select the member.
2. Click .

The system validates the member, and then either displays a message to inform you that the member was added to the Staff List or that the member did not need to be added because he or she was already in the Staff List.

3. Click to dismiss the message.
4. Do one of the following:

§       If the system added the member to your staff, the Staff List is displayed. No further action is required. The member now has an assignment to the organization and appears in the Staff List.

OR

§       If the system determines that the individual is already on your staff, it returns you to the Member Search window. Click to exit the window and return to the Staff List . No further action is required on your part. The individual already has an assignment to the organization and appears in the Staff List.

• If the individual's name does not appear in the list, it means the system has no member record in the database. You must create a member record. To do this, complete the following:

1. Click to open the Add Staff window.
2. Complete the fields to create a new member record.
3. Click .

The system returns you to the Staff List page. The individual now has an assignment to the organization and appears in the Staff List.

Related Topics

How to Give a Diocesan Staff Member Access to Secure Fields

How to Give a Parish Administrator Permission to Merge Duplicate Family Records

How to Give a Diocesan Staff Member Permission to Merge Duplicate Family Records

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