Modify Appointee Information

The Appointee Information page allows you to filter and modify Appointees.

This Section Includes:

Filters

Filters allow you to reduce the number of entries that appear on the grid. Select from the following fields to filter your grid.

  • Name: Enter a Last Name of an Appointee (Sanders), the Last Name and First Name separated by a comma (Sanders, Edward), or a comma with only the First Name (,Edward).
  • City: Enter a partial or whole name of a city.
  • Country: Select the Country from the drop-down list.
  • State/Province: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)
  • Charge
  • Position
  • Pension Plan Type
  • Start Date
  • End Date
  • Active

Click the  button to display the results.

Click the Clear Filters link to reset all the filters.

Appointee Information Grid

Appointees are listed in a grid below the  link. The name of the Appointee, Charge, City/State, Position, and Note fields appear on the grid.

  • Click the Add New Appointee link to add a new Appointee. The Person Search window appears. It is best to search All Applications to avoid adding a duplicate record that may already be in the system.
  • Click the Edit  icon to make changes to an Appointee.
  • Click the Delete  icon to remove the Appointee from the system.

Appointee Information > Update

The Appointee Information > Update page allows you to enter or edit all of the information pertaining to an Appointee. There are tabs for each section of the Appointee record.

An appointee is someone who is being appointed by a charge to a position.

This Section Includes:

Appointee Information Tab

The Appointee Information tab displays information assigned to an Appointee and has options to modify these fields.

  • Charge: Select a Charge from the drop-down list. The charge specified here is used for filtering appointees on the Appointee Information page.
  • Conference Relationship: Select a Conference Relationship from the drop-down list. This is an optional field that can be used for your information. (Conference Relationships can be added or modified on the Control Table Information page.)
  • Special Appointment: Select a Special Appointment from the drop-down list. This is an optional field that can be used for your information. (Special Appointments can be added or modified on the Control Table Information page.)
  • Ethnicity: Select an Ethnicity from the drop-down list. This is an optional field that can be used for your information. (Ethnicities can be added or modified on the Control Table Information page.)
  • Clergy Couple?: Check this box if the Appointee is a Clergy couple. This is an optional field that can be used for your information.
  • Other Denomination?: Check this box if the Appointee is a different denomination. This is an optional field that can be used for your information.
  • Associate?: Check this box if the Appointee is an associate minister. This is an optional field that can be used for your information.
  • First Appointment: Enter the date of the Appointee's first appointment. This is an optional field that can be used for your information.
  • Ordained Deacon: Enter the date that the appointee was ordained a deacon. This is an optional field that can be used for your information.
  • Ordained Elder: Enter the date that the appointee was ordained an elder. This is an optional field that can be used for your information.
  • Present Appointment: Enter the date of the Appointee's present appointment. This is an optional field that can be used for your information.
  • Spouse: Enter the name of the Appointee's spouse. This is an optional field that can be used for your information.
  • # Children: Enter the number of children that the Appointee has. This is an optional field that can be used for your information.
  • Account Type: Select either "Checking" or "Savings" from the drop-down list to activate the Bank Routing #, and Bank Account # fields. This is for billing when the invoice is created, it will contain this ACH information.

Bank Routing #: Enter a valid bank routing number (9-digits).

Bank Account #: Enter a valid bank account number (up to 17-digits).

  • Note

Appointments Tab

Appointments are listed in a grid below the  icon-link. The Start Date, End Date, Appointee, Position, Salary, and Note fields appear on the Appointments grid.

  • Click the  Add New Appointment icon-link to add a new Appointment. (The Add New Appointment window appears.)
  • Click the Edit  icon to make changes to an Appointment. (The Edit Appointment window appears.)
  • Click the Delete  icon to remove the Appointment from the Charge.

An example of the Appointments grid is displayed below.

Add New/Edit Appointment Window:

          Appointment Detail

  • Start Date: Enter the starting date for the appointment.
  • End Date: Enter the date that the appointment is scheduled to end or leave it blank if it is an open-ended appointment.
  • Position: Select the Position from the drop-down list. This is an optional field that can be used for your information. (Positions can be added or modified on the Control Table Information page.)
  • District: Select the District from the drop-down list. This is an optional field that can be used for your information. (Districts can be added or modified on the Control Table Information page.)
  • Parsonage?: Select this option if the appointment includes a parsonage.
  • Note
  • Equitable?: Check this box if you want the HQ Support included the in the pension calculation.

NOTE: If the Equitable? box is not checked, pension is calculated using Local Salary + Housing Allowance (up to the Plan Limit). If the Equitable? box is checked, pension is calculated using Local Salary + HQ Support + Housing Allowance (up to the Plan Limit).

  • Local Salary: Enter the amount of monetary support this Appointee receives from the local organization(s). (Base Salary, not including HQ Support or Housing Allowance.)
  • HQ Support: Enter the amount of monetary support this Appointee receives from the headquarters.
  • Housing Allowance: Enter the Housing Allowance for this Appointee. (Money to purchase or rent a residence.)
  • Reimbursements: Enter the reimbursement amount.

Appointment (Pension) Detail

  • Charge: Select a Charge from the drop-down list. The charge specified here is used for filtering appointees on the Appointee Information Report.
  • Bill To: Select either the Charge or the Appointee record to be invoiced when the Post Pensions process is run.
  • Active?: Check this box if the pension is active and should be processed. (If this box is not checked, then the appointee will not appear on the Post to Accounts Receivable page and the pension for this appointee cannot be processed.)
  • Non-Standard?: Check this box if you want to exclude the Pension from being re-calculated when the Pension Plan is updated.
  • Click the  Add New Pension icon-link to add a new Pension.
  • Click the Edit  icon to make changes to an existing Pension.
  • Click the Delete icon to remove the Pension from the Appointment.

Add New/Edit Pension:

  • Type: Select the Pension Plan from the drop-down list. The Plan Percent, Plan Limit, and Annual Plan Amount fields display automatically.
  • Click the Apply button to save the Pension and add another pension.
  • Click the OK button to save the Pension and return to the Pension grid.
  • Click the Cancel link to return to the Pension grid without saving any changes.

Click the  button to save your changes and return to the Charge Information\Appointments tab.

Click the Cancel link to return to the Charge Information\Appointments tab without saving your changes.

Billing History Tab

The Billing History tab displays the invoices that have been processed through the Pension Billing application. Anytime the Post Pensions process is run on the Post to Accounts Receivable page, an invoice is created and displays on the Billing History grid. When an invoice is paid in the Accounts Receivable application, the paid amount updates on the Billing History grid.

There are header columns for the following fields: Invoice #, Date, Total, Paid (amount), and Outstanding (amount) display as headers on the grid. An example of the Billing History grid is displayed below.

  • Click the Expand  icon to view more detail for an invoice.
  • Click the Collapse  icon to view less detail for an invoice.

Phones Tab

The Phones tab displays the phone numbers assigned to an appointee and has options to modify these phone numbers.

The following options are available on the Phones tab.

  • Click the  link to add a new phone number.
  • Click the Edit  icon to modify an existing phone number.
  • Click the Delete  icon to remove a phone number from the system.
  • Click on the Phone Type, Phone Number, or Extension header to sort the list of phone numbers by that header.

Add or Edit a Phone Number:

The following fields are available when selecting to add or edit a phone number.

  • Phone Type: Select the phone type from the drop-down list. (Phone types can be modified on the Lookups page. To navigate there, click the Applications option from the Top menu and then select Utilities -> Lookups. Also, the order of the Phone types can be modified on the Lookups page.)
  • Phone Number: Enter the phone number. The phone number is automatically formatted when your cursor leaves the Phone Number field. For example, if you enter "9015551234", the number is automatically formatted to display "(901) 555-1234".
  • ext.: Enter the phone number extension (optional).
  • Unlisted: This check box is informational. Selecting this option does not prevent the phone number from printing on reports.
  • SMS: This check box is informational.

All phone numbers must have an Area Code. If a phone number is entered without an area code (7-digits), then the default area code is added automatically.

The default area code is specified on the Utilities > Organization page. To navigate there, click the Applications option from the Top menu and then select Utilities -> Organization.

Click the  button to save your changes and return to the Phones tab.

Click the Close link to return to the Phones tab without saving your changes.

Emails Tab

The Emails tab displays the email addresses assigned to an appointee and has options to modify these email addresses.

The following options are available on the Emails tab.

  • Click the  link to add a new email address.
  • Click the Edit  icon to modify an existing email address.
  • Click the Delete  icon to remove an email address from the system.
  • Hover over the Note  icon to display the text stored in the Note field.

Add or Edit an Email Address:

The following fields are available when selecting to add or edit an email address.

  • Email: Enter an email address. The email address must be formatted correctly using the "@" symbol and a period.
  • Note: Enter a Note (optional). Entering a note causes the Note  icon to display on the Emails tab.
  • Active: Only Active Email Addresses are used for contacting the appointee and for reporting purposes.
  • Preferred: Only one email address can be designated as the Preferred email address. The Preferred Email address displays at the top of the List of Emails grid. It is used by the system to contact the appointee and for reporting purposes.
If the Preferred email address is not marked Active, the system defaults to using the next available Active email address listed on the List of Emails grid.

Click the  button to save your changes and return to the Emails tab.

Click the Close link to return to the Emails tab without saving your changes.

Addresses Tab

The Addresses tab displays the addresses assigned to an appointee and has options to modify these addresses.

The following options are available on the Addresses tab.

  • Click the  link to add a new address.
  • Click the Edit  icon to modify an existing address.
  • Click the Delete  icon to remove an address from the system.
  • Click on the Address Type, or Address header to sort the list of addresses by that header.

Add or Edit an Address:

The following fields are available when selecting to add or edit an address.

  • Address Type: Select the address type from the drop-down list.
  • Address Line 1: Enter the first line of the address.
  • Address Line 2: Enter the second line of the address (Optional).
  • Postal Code: Enter the Postal Code/Zip Code.
  • City: Enter the name of the City.
  • State: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)
  • Country: Select the Country from the drop-down list.
  • Primary: Only one address can be designated as the Primary address. The Primary address displays on grids and is used by the system to contact the appointee and for reporting purposes.

The Address Types and the Country drop-down options can be modified on the Lookups page. To navigate there, click the Applications option from the Top menu and then select Utilities -> Lookups.

Also, the order of the Address types and Countries can be modified on the Lookups page.

Click the  button to save your changes and return to the Addresses tab.

Click the Close link to return to the Addresses tab without saving your changes.

Demographics Tab

The Demographics tab displays optional fields that can be used for your information.

  • Birth Date: Enter the birth date of the appointee or use the Calendar icon to pick a date. Dates are automatically formatted when your cursor leaves the field. For example, if you type "052872", the number is automatically formatted to display "5/28/1972".
  • Social Security Number
  • Salutation
  • Gender
  • Employer
  • Position

Attachments Tab

The Attachments tab allows you to attach files accessible from your device or to scan image files using the Scanner.Client.exe program. See the Attachments Help Page for detailed information regarding the attachments feature.

Click the  button to save any information that has been added or edited to the Charge record.

Click the Reset link to reset the page back to how it was before any changes were made to it.

Click the Cancel link to leave the page without saving any changes and return to the previous page you were on.

 

 

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