https://americorpswiki.equalheart.org/ 2026-05-03T15:57:05+00:00 https://americorpswiki.equalheart.org/ https://americorpswiki.equalheart.org/lib/tpl/dokuwiki/images/favicon.ico text/html 2023-07-22T01:40:16+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=approve_for_member&rev=1689990016&do=diff Approve the Timesheet for the Member Sometimes a member will exit the program and not submit their final timesheet. If unable to get the member to sign and authorize the timesheet, the system will allow the super admin to submit the timesheet as the user. When this happens, we recommend fully documenting the reasons in case of an audit. text/html 2023-07-06T12:16:16+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=approve_timesheets&rev=1688645776&do=diff Submit Timesheets by Member Members can submit their timesheets starting on the last day of the pay period. If the pay period ends on a Saturday, they can submit their timesheet starting at midnight on Saturday. Members must have a status of Serving text/html 2023-06-25T14:54:06+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=assign_staff&rev=1687704846&do=diff Assign Staff to a Partner Assign staff to a Partner on the Partners page. Applications, Members and Payroll will first filter by staff login Applications, Members and Payroll pages can then be filtered by “All” and other staff. The filter on the Members page is visible after you select text/html 2023-06-08T19:03:35+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=audit_log&rev=1686251015&do=diff Audit Log The following actions are logged into a database table that is accessible by the database admin * Delete a Member Session * Delete a Member * Delete time entries from a pay period * Delete a Staff account * Edit Staff account permissions text/html 2023-06-20T20:21:05+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=auto_emails&rev=1687292465&do=diff System Sent Emails Trigger: “Send Offer” link on Applications page Result: Email goes out to member, and BCC to onboarding@equalheart.org, with offer and a link to accept the offer Note: The bcc was disabled from April 2023 until June 20, 2023 text/html 2023-06-12T19:17:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=change_start_date&rev=1686597471&do=diff Change a Member's Start Date If the current start date has not yet passed AND they have not yet signed their MSA, i.e. today is June 12, 2023 and their start date is June 12, 2023, staff with Edit Member permission can make this change. If they have already signed their MSA or it is past their start date, staff with text/html 2025-02-04T18:46:36+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=clone_application&rev=1738694796&do=diff Clone Member Application If the member is staying with the same partner * Create new terms (this is critical) * Find Member on the Applications page * Click the Edit icon to open the Edit Modal * Click “New Term” button in bottom right hand corner text/html 2023-06-08T18:12:53+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=edit_members&rev=1686247973&do=diff Edit Member Who can edit a Member? * Staff with “Edit Member” permission can edit all data points * Supervisors/Partners can: * edit email address * edit phone number * edit other phone * add general notes * assign a supervisor text/html 2023-07-20T22:54:38+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=evaluations_overview&rev=1689893678&do=diff Evaluations AmeriCorps requires a year end evaluation for all members and a mid-year evaluation for full time (1700 hrs) members. Once a member has been marked as exited, the member will show up on the Evaluations page. Evaluations are initiated by the Grantee, completed by the Supervisor and then signed by the member. text/html 2023-06-20T20:24:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=member_access&rev=1687292673&do=diff Member Access Who can login * Members with active accounts * ( a single account can access multiple terms aka sessions ) Exit Status is Exited :: Can not enter hours but can see past entries Exit Status is Suspended or Account is inactive :: Can not access the system text/html 2023-08-09T12:27:42+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=member_filters&rev=1691584062&do=diff Member Page Filters When you first open the Members page, the displayed table is filtered by Members for the current grant year who have a status of “Serving”. You can search within that group by using the input box labeled “Search”, just above the table and to the right. text/html 2023-06-07T21:02:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=member_tables&rev=1686171743&do=diff Member Tables The Member page will open with default Member Data table set to the status of Serving for the current grant year. Search There are two (2) separate search features * Search across the entire member dataset * This is the accessed via the text/html 2023-06-30T15:35:33+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=partner_table_choices&rev=1688139333&do=diff Available views on the Partners page Default This is the view that loads when you first open the Partners page. It has a list of all Partners sorted by Active first and then Partner/Site name. Selecting row will display detail and sessions. Active Sessions text/html 2023-07-25T23:18:47+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=payroll_page&rev=1690327127&do=diff Payroll/Timesheet page Overview When the page first loads, it will show timesheets due for the current week. Because pay periods are two weeks long, every other week will generally be empty of members. The system is designed this way for times when there are different pay periods defined. text/html 2023-06-12T15:18:23+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=report_app_summary&rev=1686583103&do=diff Application Summary Report This report is also what opens the Applications page. The report displays applications for positions that have not yet started. It shows the total number of active applicants which is defined as applicants with a status of Applied, Onboarding and Ready to Start. text/html 2023-06-12T17:31:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=report_member_status&rev=1686591080&do=diff Member Status Shows a summary by Partner of each status such as * Currently Serving * Total Exited for any reason * Successfully exited. Includes CPC but does not include Early * Suspended * Onboarding * Ready to Start * Sent Offer (means they have no yet replied to the offer) text/html 2023-06-12T17:29:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=report_members_grant_year&rev=1686590950&do=diff All Members for Grant Year Shows all members, regardless of status, for the current grant year. There is a drop-down list of grant years to run this report on a prior year. If you only want to view members with a status of Serving, use the Members Serving text/html 2023-06-12T17:27:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=report_members_serving&rev=1686590857&do=diff Members Serving Report Shows all members with a status of Serving for the current grant year, regardless of Active/Inactive status. If you want to include other statuses such as Exited, Onboarding, Ready to Start, and Suspended, use the All Members for Grant Year text/html 2023-07-18T20:31:20+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=select_session&rev=1689712280&do=diff Assign Session to Applicant Applicant select the sessions the are interested in when they apply. They are allowed to select sessions across different partners if they are all in the same city. When an applicant selects a single session from a single partner, that session is automatically assigned as the text/html 2023-06-09T15:24:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=send_offer&rev=1686324272&do=diff Send Offer to Applicant * First change their status to Accepted * Load the Accepted View * Click the Send Offer link * You can change the offer details using Edit * If the text above the buttons does not say “Create New User Account”, select a account to associate this application with, or select text/html 2023-06-30T20:08:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=settings_member_types&rev=1688155708&do=diff Settings Page - Member Types Super admins and staff with create partner permissions are able to view and edit the Member Types section on the Settings page. No one else has access to this section. The system populated with AmeriCorps' default member types. It is also possible to add a member type if needed. text/html 2023-06-30T16:25:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=settings_overview&rev=1688142352&do=diff Settings Page The Settings page will display different views depending on who is logged in. Partners/Sites and Site Supervisors These account types will only see the Account User Properties section which allows them to change their username, password, email and cell phone. text/html 2023-06-30T16:49:56+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=settings_programs&rev=1688143796&do=diff Grant Funding Sources Partners / Sites can be assigned to a Funding Source a.k.a. Program to filter by and report on. There must be at least one Funding Source for the system to function. Super admins and staff with create partner permissions are able to view and edit the Funding Sources section on the Settings page. No one else has access to this section. text/html 2025-02-04T18:48:34+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=sidebar&rev=1738694914&do=diff Home Access by Site * Supervisor Login Applications * Assign Session * Send Offer * Emails Sent Out * Clone Application Evaluations * Overview Member Portal * Member Access * Submit Timesheets Members Page as Staff * Change Start Date * Member Filters * Edit Members * Member Tables Partners Page * Available Views Payroll Page * See Timesheet Page Reports * Application Summary * Members Serving * All Members for Grant Year * Member Status … text/html 2023-10-06T12:33:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=staff_permissions&rev=1696595632&do=diff Assign Permissions to Staff All Staff can view Partners Suggest that only supervisors be allowed access to Staff permissions. Permission Description Partners - Create Can create PartnersPartners - Edit Can edit already created Partners Partners - Only View Assign text/html 2025-02-04T18:36:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=start&rev=1738694187&do=diff Wiki Landing Page RECENT CHANGES Feb 4, 2025 Clone Application When member remains at the same site, clone their old application. July 21, 2023 Submit Member Timesheet Super admin can now submit a timesheet as the member from the member's pay period overview modal on the Timesheet/Payroll page. text/html 2023-06-12T17:33:59+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=stipends&rev=1686591239&do=diff Stipend Schedules The goal is to evenly distribute the living allowance across all pay periods within the term. A pay period consists of two weeks, 14 days, of work. If a member starts Mon-Weds they receive full payment for that week If a member starts Thurs-Fri then that week is not used to calculate distribution. text/html 2023-07-11T17:17:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://americorpswiki.equalheart.org/doku.php?id=supervisor_login&rev=1689095852&do=diff Supervisor Login Partners/Sites can create Supervisors with their own user name and password. They can also assign members to a specific Supervisor account. When a Supervisor logs in, they will view any members assigned to them and all unassigned members. They can not view members assigned to a different supervisor.