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- Start Date*
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- Will this person replace a previous employee?*
- Is this a temporary employee? If so, how long will they be on assignment for?*
- Should the new employee’s technology and access mirror the previous employee?*
- Is this an internal move/promotion?*
- Have you submitted the job description and offer letter/email to Susan and David?*
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- Please indicate the type of employment status:*
- Please indicate which of the following should be created/ordered for the new employee:
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- Does this staff member already have a NRDS (NAR Member ID) Number? (New hire has been a member and/or board staff with another association within NAR system)*
- Does this staff member require a NRDS Number? (New hire will need a NRDS number to log into our website)*
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- Committee Module
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- Communications Module
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- Education Module
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- Events Module
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- Finance Reports
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- Finance General (This tab contains Bill Runs, Settlements, Invoices, Incidents, Invoice Batches, Chargebacks, Instructor PO and Posting Batches.)
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- Finance Configuration (This tab is highly sensitive. Please limit access. It includes General Ledgers, RECN/Bank, Taxes, Product Setup, Billing Types and Invoice Templates.)
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- Forms Module
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- Membership Module
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- Reporting
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- Segments
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- Sponsorships
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- TREPAC (State Only) - Read provides user access to Dashboard & Associations. Admin provides the user with rights to set up, import, and export.
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- State Education Module (State Only) - Read provides user access to Dashboard & Associations. Admin provides the user with rights to set up, import, and export.
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- Should be Empty: