Document number: 15209

 

The required information fields are identified by an asterisk ("*"). These are professional memberships.

Your manager does not have to approve your professional membership details, but when you save the information, your manager will receive an email notifying him or her that you have made a change. To enter a membership, follow these steps:

1. Log into Competency Management.

• For more detailed steps on logging in, see Eureka! document 15202 — How to log into Competency Management.

2. From the Tasks list, click on Memberships.

3. To enter your first membership organization, click on the Add a Membership button. The Professional Membership Detail screen appears.

• If you already have a membership entered and would like to add another, click on the Add a Membership button as well.

4. To the right of the *Organization: field, click on the magnifying glass to see the list of membership organizations available. The Lookup Organization screen appears.

5. Without changing anything on the screen, click on the Lookup button to see a list of professional organizations to choose from.

6. Click once on the code for the organization you wish to enter. You may only enter one at at time. Once you click on the Organization Code, you will see a flashing "Processing" in the upper right hand corner. You will be returned to the Professional Membership Detail screen.

• If your membership organization does not appear, consult with your manager so that the manager can determine if the membership organization is one that should be included in the database . If the manager thinks that the organization needs to be included, the manager can submit a request through PGS Operations to have it reviewed for approval. For more information about the request, see Eureka! document 15211 — Request for addition to Competency Management database. In the meantime, do not save any information for that membership.

7. Fill in the Mandate/Activity information, if you know it.

8. Fill in the Position/Role information, if applicable.

9. Fill in the Membership Date. You can click the calendar icon to choose a date or enter it manually in the format "12/31/2001."

10. Fill in the Expiration Date information. You can click the calendar icon to choose a date or enter it manually in the format "12/31/2001."

11. Fill in the Begin Date and End Date information if you know it. You can click the calendar icon to choose a date or enter it manually in the format "12/31/2001."

12. Click the Save button.

Your membership information has been entered and saved.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: kcw 11/20/2001