UK Workforce: Set/designate Workforce members

Admin - Email/Print/Calendar AND Workforce Admin

Workforce members are paid or volunteer staff members for whom you would like to track their role(s), certifications, and courses they have taken. You can also monitor expiry dates for certifications or courses.

In the Member section of Account/Member Admin you will designate members as Workforce members. If there are members of your workforce who are not members of an account in the system please add them.

Assuming they exist as members,

  1. Go to Member Admin.
    1. Chameleon users: In the side menu click Team Admin > Account/Member Admin > Members tab.
    2. New CMS users: In the side menu click Team Tools > Members.
  2. Click the name (not the checkbox) of the member you want to make a Workforce member. If you do not see them, you will need to add them to the appropriate account in the Accounts tab. The account can be any admin level, including Not an Admin.
  3. As a best practice, we recommend setting their Squad (and possibly Billing Group) to something like Workforce (consider using more than one group to categorize different workers). This will allow you to set filters to find them all and message them easily. If groups like these do not exist, click the gear icon to the right of the group to add them.
    Squad, Location, Billing Setup
  4. Scroll down to the Workforce area and select Yes for the question, Is this member a volunteer or part of the workforce?
    Workforce section
  5. Fill in dates and reference numbers for the Safeguarding and DBS Check fields.
  6. Click the upload icon to upload certificate files for Safeguarding and/or DBS Check. Once uploaded, click the document icon to view it.
    • If there are no certificates, download this no-certificate text file by clicking it and saving it to your computer, and then upload that.
  7. You may optionally add roles and courses (see first article below).
  8. Click Save when finished.

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See Also
Add/edit member roles, courses and certificates
UK Workforce training certifications introduction

Membership

  1. Account/Member Admin: Quick Start Guide and Tutorials
  2. Membership: Add a Coach or Director to the Coaches Page
  3. Membership: Add email addresses to Accounts and Members
  4. Membership: Can't add account because email already exists
  5. Membership: Add / create new Account
  6. Membership: Add or Edit a Member
  7. Membership: Delete Member/Athlete/Swimmer
  8. Membership: Printing an Attendance Report
  9. Membership: What do I do if I forgot my password?
  10. Membership: Members cannot be under more than one account
  11. Membership: Cancelled/Hidden vs Suspended vs Waiting for Approval status
  12. Membership: Can an admin verify an email address or SMS number?
  13. Membership: Can I age up all of my athletes?
  14. Membership: Can I create a new Account without a valid email address?
  15. Membership: Can I merge Accounts? Dealing with duplicate accounts/members
  16. Membership: Divorced parents account - How to handle in SwimOffice
  17. Membership: Reset password / email password/login email
  18. Membership: Member and coach photo size guidelines
  19. How Can I Tell Who Has A Verified Email Address?
  20. How do I add a photo to a profile?
  21. Membership: Build ID Card # / Member/athlete/swimmer ID #
  22. Membership: Reset t-shirt sizes to blank
  23. Change my password
  24. Filter by Gender - Member Tab
  25. Deleting a Coach or Board Member from the Coaches Tab
  26. Delete a Roster Group
  27. How do I edit an existing account?
  28. Membership: Export roster/members for import into Team Manager
  29. Move an athlete/member from under one account to the other
  30. Accounts/Members: Export a roster to import into Meet Manager
  31. Print Athlete Roster or Member Directory
  32. Print or produce a report with account information or member information?
  33. Printing Rosters
  34. Set an inactive date for a member to show when they will be leaving?
  35. Membership: Upload/import member database for those without Team Manager
  36. Membership: Verify my email address
  37. Does Reactivating / turning on an account change the password?
  38. If I change the status of an account to something other than active will they be able to login?
  39. Membership: Account notes that only Superusers can see
  40. Membership: Member notes that only Superusers can see
  41. Membership: Opt-in/opt-out of Member Search
  42. Member login and password isn't working
  43. Preferred name in athlete member profile - Overview of uses
  44. Account and Member Status definitions
  45. Membership: User Admin type access level definitions
  46. Membership: Number of email addresses and SMS numbers allowed
  47. Sent password email and account didn't receive it
  48. What if I don't have the required email or address field for an account?
  49. Why can't I enter my email address in for a new account?
  50. Why is my swimmer not showing the event?
  51. Edit Attendance or Workout report on the Website / SwimOffice - Sync back to OnDeck
  52. Membership: Add and verify a cell number for SMS/texting
  53. Coach's Page - Hiding the Board of Directors
  54. Print mailing labels
  55. No Contact Email Assigned error
  56. Add a custom user defined field in Account/Member Admin or in Registration
  57. Shortcut Keys
  58. Membership: Save and customize filters, columns and views
  59. Making a view the default using filters
  60. Membership: Multi-edit accounts or members
  61. Sorting options / Alphabetical Sort
  62. Contact Us Button - Marketing Best Practice
  63. Make bulk changes on accounts & members and billing & roster groups
  64. Team Club Code is being used by another team error
  65. Membership: Use filters to display specific lists of accounts/members
  66. Membership: Multi-Edit account or member fields
  67. Membership: Customize t-shirt sizes
  68. Membership/Registration: Export t-shirt sizes
  69. Delete and undelete accounts and members
  70. UK Membership: Hard delete accounts - anonymize data
  71. Adding or Editing a Roster Group, Location, Sub Billing or Billing Group
  72. Membership: Save a custom search - Saved Views
  73. Custom report print or Excel - Member/Athlete or Account report of data
  74. Set an athlete as Not USA Registered
  75. Understanding What you Are Filtering On
  76. My columns don't show in account member admin
  77. Email the Password to one, many or multiple Accounts
  78. Searching in Account Member Admin
  79. Membership: Workout / Attendance Report
  80. Membership: Add a Roster Group
  81. Accounts/Members: Export accounts/members roster to Excel spreadsheet
  82. Manually reset password for account
  83. Membership: Determine accounts with ONLY inactive members
  84. Membership: Duplicate email / email already exists / can't add account
  85. YMCA Membership: Remove coach so they stop receiving emails
  86. Membership: View MainSet videos
  87. Membership: Exclude accounts from meet financial requirements
  88. Membership: View individual athlete meet results, best times
  89. Membership UK: DBS Check Date field
  90. Membership: Hide Member from search in Members tab
  91. Membership: Determine account's most recent/last log in
  92. Membership: Find out who was in which Roster Groups/Squads in the past
  93. UK Workforce training certifications introduction
  94. UK Workforce: Add/designate Workforce Admins
  95. UK Workforce: Set/designate Workforce members
  96. UK Workforce: Add/edit member roles, courses and certificates
  97. UK Workforce: Filters - Check certifications and expiry dates
  98. USA Swimming racing start certifications
  99. Membership: Privacy Settings - Set Data Visibility
  100. Membership: Privacy Settings - Set Roster/Squad Admins
  101. Membership: Enable/disable Member Search
  102. UK Membership: Check Membership Data Report

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