Bank Key Contacts will be able to view information on
their
employees and edit their profiles.They
will also be able to change their bank’s profile.
Updating An Employee’s Profile
When a
key contact is logged in they can pull up any of their employees
records and edit most fields.
Search
for your bank under the bank section in the Member Only Menu.
After
you have retrieved your bank and listed all of your employees you
may
click on any employee and edit their record by clicking on the
edit
button
To
edit their position – click on the position button and then on the
bank
button.You may then select
as
many positions as you feel apply to your employee.This is very helpful for us to
limit
the amount of mail or emails employees receive.We can send out only what would
pertain
to a certain position.
If
you find an employee listed who is no longer employed by your
company
then change the status from A – Active to D – Marked For
deletion.
Updating Your Bank Company Record
You
can update the information in your Company Record i.e. Company
name,
address, phone, fax or website.
To
update your company record search for your company under the bank
search
in the Members Only Menu.
After
you click on your bank and see your list of employees – click on
the blue
bank name in the upper left corner above the bank address.This is your company
record.
Click
on the edit button and you can edit any of the fields shown.
Viewing Employee Education and Event
Records
You
can view your bank’s Education and Event history (starting with
January
2006) by selecting the My Educational Records from the Members Only
menu.
These
records can be sorted by employee, date or class.The report will also show if an
invoice
has been paid or is outstanding.
When
you register for an event online it will not show on the report
for
approximately 24 hours.