Use this subtask to maintain information on an employee's membership in professional organizations, such as the American Institute of Certified Public Accountants or the American Association of Contracting Professionals.
Initialize this subtask when you initialize employees in the main screen. You can update this information as existing employee's memberships are renewed or changed. You can initialize this screen only after establishing the Professional Organizations table in the Training menu in Costpoint Personnel.
These non-editable fields display the ID and name of the employee for whom you are initiating this subtask. This information defaults from the main screen.
These non-editable fields display the employee's home organization and its description. This information defaults from the main screen.
These non-editable fields display the employee's detail job title and its description. This information defaults from the main screen.
Select the New Line button on the toolbar and enter, or use Lookup to select, the professional organization code. You can enter up to 10 alphanumeric characters in this required field.
Once you enter a valid professional organization code, the related description will be displayed in this non-editable field.
Enter the beginning membership date in "MM/DD/YYYY" format. This is an optional data field.
Enter the expiration date of the membership in "MM/DD/YYYY" format. This is an optional data field.
Enter the number of years the employee has been a member of this professional organization. This field is optional.
Enter the cost of the membership, if assumed by the company. This is an optional field.
Enter the date of the check that was issued to pay for this membership. This is an optional field.
Enter the number of the check that was issued to pay for this membership. This is an optional field.
Enter any related notes about the employee's membership in this professional organization. You can enter up to 256 alphanumeric characters in this optional field.