# Onboaring Members in Batch to the Member Register

Step 1: Navigate to FundMaster Landing Page:

Navigate to FundMaster Landing Page

Action

  1. Click the Members Register hot link

Step 2: Locate the Members menu:

Locate the Members menu

Action

  1. Click on the "Members" drop-down menu

Step 3: Navigate to Upload the Member Batch

Navigate to Upload the Member Batch

Actions:

  1. Click on "Import from Templates" drop-down menu

  2. Then click on "Members"

Step 4: Upload and Confirm Batch Members

Batch Contributions Register

Actions

  1. Click on "Browse" to locate the new member template that you have prepared

  2. Click on "Upload" to add the members to the system

  3. Click to confirm the "Member in batch" are the same number as those in your template

  4. If not click to confirm the "Member Batch Exceptions"

  5. If there is no exception, click on "Save"

Step 5: Navigate to the Members Batch Register for Approval Process

Navigate to the Members Batch Register for Approval Process

Action

  1. Click on "Member Approval Register"

  2. Click on "Member Batch Register"

Step 6: Authorize the Newly Onboarded Members:

Authorize the Newly Onboarded Members

Actions

  1. Click to select the batch record from the list of batches

  2. Click on the "Show Details" button to see all members uploaded

  3. Click on the "Authorization" drop-down menu to Certify, Authorize and Approve

  4. Click on the "Cancel Members" in Batch to delete the selected members from the batch

Step 7: View the Newly Uploaded Members:

View the Newly Uploaded Members

Action

  1. Click on "Existing Members"

Step 8: View Listed Employers on the Sponsor Register:

View Listed Employers on the Sponsor Register

Actions

  1. Double Click on a selected Sponsor from the list to open the member register

Step 9: View all the Members Under an Employer:

Batch Contributions Register

Actions

  1. Click on the "Members Operations" drop-down and select an action such as creating a new member

Step 10: Navigate to View the Details of a Selected Member:

Navigate to View the Details of a Selected Member

Actions

  1. Click to select an individual member from the list

  2. Click the "Hamburger" icon on the upper right side to open the drop-down menu

  3. Click the "Show Details" checklist to load a section with the members details and select an action such as creating a new member

  4. Alternatively Double Click on the selected member record to view the details

Step 11: View the Details of a Selected Member as shown below:

View the Details of a Selected Member
Last Updated: 11/7/2023, 11:23:16 AM