Presented by: Dania Welch.

Size: px

Start display at page:

Download "Presented by: Dania Welch."

Calvin Burke
5 years ago
Views:

1 Take a Spin Around the Unit Portal Presented by: Dania Welch Membership/Insurance Manager & System Admin dwelch@nyspta.org

3 Portal Home Page

4 My Unit (top)

5 My Unit (middle)

6 My Unit (bottom)

7 Related Lists CONTACTS INFO Record of Current and Inactive Officers and Membership Chairs BYLAWS RECORDS Click on Bylaws Bl Record d# to find Notes and Attachments to view bylaws pdf FORMS RECORDS Form A s As Add l Optional Officers Mid Year Changes Membership Chairs

8 Button Links BYLAWS WIZARD Refer to Video and instructions Used to update bylaws every three years as required ADD OPTIONAL OFFICER not allowed or forgotten ADD PAID MEMBER on Form A submission Register your members ADD MEMBERSHIP CHAIR who have filled out if not included on Form A your membership form submission and paid your unit

9 Add Optional Officer Button Use Drop down to select the officer role, then enter first and last name and any other information click Next

10 Add Optional Officer Button After you review the information you entered and click to submit you will see this message

11 Add Membership Chair Button Add Membership Chair information and include Mobile number (optional) to receive text reminders of important s sent click Next

12 Add Membership Chair Button Review information you entered and then click NEXT to send the Portal Login Credentials to the new Membership Chair

13 Add Paid Member Button Enter your paid members information and click Save or Save & New to add more names. Be sure to enter an address so the Membership ecard can be sent out. Members will need it to prove membership for voting and for any Show your Card and Save member benefits!

14 Membership Roster Reports CURRENT YEAR Membership Roster and PRIOR YEAR Membership Roster for renewals DOWNLOAD ROSTER TO EXCEL Download CURRENT year member roster directlyto to Excel WILL PAY UNIT LIST Members who registered themselves Online but elected to send a check rather than pay online

the member record to edit info or to mark for deletion of

15 Current Membership Report While looking at your membership roster, you can click on VIEW to drill down to the member record to edit info or to mark for deletion of duplicates Click on any column heading to sort the list differently

16 View Member Record

17 Membership Accounting STATE OFFICE UNIT REGISTERED Paid to Unit Paid Online Total Unit Members Sum of Credit Vouchers Available to use Dues Payments Received Paid Online Total Paid to State Current tdues Owed Prior Year Dues Owed Sum of Credit Vouchers Refunded this Membership Year

18 Goal & Additional Unit Details Membership Goal and Progress towards it plus growth over last year UNIT INFORMATION Region Code & Name Council Code & Name School Grades SEPTA unit? Y or N Total Number of School Employees (FILL IN) DUES RATES from your current BYLAWS Standard Add l Family member Student Teacher/Staff (new) Custom Labels for Member Info if using to track info specific to your PTA

19 Key Dates & Insurance Info KEY DATES INFO Required Officer Update (after May 1 each year) Bylaws Expiration Date (update required every 3 years) INSURANCE INFO Insurance is billed and paid directly to AIM in advance for the upcoming school year # of Buildings for insurance purposes

20 ID Numbers & Address Info ID NUMBERS School Name plus Address & Map National PTA Number FEIN Number NY Sales Tax Exempt Number (if any)

21 Financial Stuff Dues Payments The Member Chair is responsible for working with the Treasurer to ensure that the dues payments to the state are accurate and made on time. Payments are due monthly following membership enrollment. All checks require 2 signatures. Submit the Dues Payment Slips with all payments or to use a credit voucher. Your Unit Code should be on all correspondence. Check the Unit Portal on a periodic basis to make sure your check arrived and was processed. Mail all payments to: NYS PTA One Wembley Ct. Albany, NY

22 Payments processed by State Office To see Payments Received by the state, click the Payments tab and then choose from the drop down menu and click Go

23 Online Memberships When members choose to use the online membership system to join, they will pay NYS PTA with a credit card the full membership dues amount including the unit portion. The first week of every month, the State office will import a new Credit Voucher representing the unit portion of dues for all previous month s online memberships. NYS PTA will evaluate monthly the need to refund larger credit voucher amounts on a unit by unit basis. Credit Vouchers can be used by the unit as partial or full payment Credit Vouchers can be used by the unit as partial or full payment of dues that are owed to the state for unit paid memberships.

24 Credit Vouchers Available To see your credit vouchers, click the Credit Vouchers tab and then select from the view drop down menu and click Go. To use a credit voucher to make a payment of membership dues to the state you To use a credit voucher to make a payment of membership dues to the state, you will need to fill out and return the Dues Payment Slip form and reference all of the credit voucher # s (CV-0000) and amounts being applied as partial or full payment for membership.

25 Blasts to Members Send blasts to all your current members. The reply to address is required & the will be used if members reply to the . The body of the will automatically append the name of the unit sending the The unsubscribe link will automatically be included You cannot attach a file however, you can link to anything in the FYI Bounced s are not tracked by the system

26 Text Blasts to Members Send Text blasts to all your members who have provided a mobile number! Text body will automatically append with From PTA (unit code) do not reply Max is 130 characters

27 Select Members for Action Use this function to filter your Current Year Membership Roster and only select particular members to Print Cards, Send or Send Text blasts refer to video instructions

28 Any Questions?

Reporting Intranet. Complete Online Guide. Table of Contents

Reporting Intranet. Complete Online Guide. Table of Contents Reporting Intranet Complete Online Guide Reporting Intranet - Main Topic Links Go to main link and make sure to scroll through all slides for that topic. Roles of Advisors & Officers Login Screen Terms