Professional Organizations Subtask

Use this subtask to maintain information about 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 employees renew or change memberships. You can initialize this screen only after you establish the organizations on the Manage Professional Organization Codes screen.

Click on the toolbar to create a new row.

Contents

Field Description
Professional Organization

Enter, or click to select, the professional organization code. You can enter a maximum of 10 alphanumeric characters in this required field.

Professional Org Description

After you specify a valid professional organization code, the related description displays in this non-editable field.

Start Date

Enter, or click to select,  the beginning membership date, in MM/DD/YYYY format.

End Date

Enter, or click to select, the expiration date of the membership, in MM/DD/YYYY format.

Years of Membership

Enter the number of years the employee has been a member of this professional organization.

Actual Cost

Enter the cost of the membership, if assumed by the company.

Date Paid

Enter, or click to select, the date of the check that was issued to pay for this membership.

Check Number

Enter the number of the check that was issued to pay for this membership.

Notes

Enter any related notes about the employee's membership in this professional organization.