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How to Add Memberships to Employee Profiles
How to Add Memberships to Employee Profiles

Save employee professional memberships to their employee profile

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

Joining professional organizations is a great way for employees to network and stay abreast of what is happening within their industry. The Fingercheck HR module enables you to securely store employees' professional memberships for your records. You can effortlessly add and store employee membership data on Fingercheck's secure cloud servers.

The employee profile serves as an effective means to tracking memberships held by employees. Employee profiles include many options for tracking HR items such as the types of organizations requiring memberships employees are a part of along with entering important dates as when memberships expire and dues need to be paid by. Within the HR section of the employee profile, you can input organization memberships employees are presently enrolled.


Add Membership Types to your company

A Membership Type is the organization or professional industry that the employee is a proud member.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Memberships1 code and click the pencil icon to edit.

  4. Click Add to enter a new Membership Type.

  5. Enter the Membership details:

    1. Code: type of membership would be the generic description such as the industry, network or organization.

    2. Description: more descriptive identifier of the membership such as American Psychological Association (APA), American College of Cardiology (ACC), National Cybersecurity Alliance, etc..

  6. Click Apply.

  7. Click Save.


Add an Membership Contribution Frequency

The Membership Contribution Frequency is how often membership dues are paid.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Memberships2 code and click the pencil icon to edit.

  4. Click Add to enter a new Membership Contribution Frequency.

  5. Enter the Rating details:

    1. Code: this would be how often the membership dues should be paid.

    2. Description: more descriptive identifier would be similar to the Code. A good example would be annual, biannual.

  6. Click Apply.

  7. Click Save.


Add a membership to your employee

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and click an employee's name or number to open their profile.

  3. Click HR.

  4. Select Memberships

  5. Click Add.

  6. Enter the details for the Add Employee Membership:

    1. Membership Type: select the type of Membership.

    2. Ownership Type: select if the membership dues are paid for by the Company (employer) or Individual (employee).

    3. Start date: enter the date the membership started.

    4. Renewal date: enter the date that the membership expires.

    5. Include in notification: check this box to receive a notification on the renewal date.

    6. Employee contribution: enter the amount the employee contributes to the membership dues.

    7. Employer contribution: enter the amount the employer contributes to the membership dues.

    8. Contribution frequency: select the frequency of the membership dues.

  7. Click Save.


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