TABLE OF CONTENTS

• How-To Video
• How to Add a Member
• How to Add a Non-Member

How-To Video

How to Add a Member

From the Membership menu item, in the Connect Folder find Rosters 

From the Roster Page select the + button.

From the flyout window, select the Add New Member option.

You will be taken to the Add Member screen. From here, you will be prompted to enter the following:

• First Name (required)
• Last Name (required) 
• Date of Birth (required) 
• E-Mail
• SSN or SIN

Once all required fields are entered select the Continue button. 

Selecting this Continue button will do a GLOBAL search in UNITE to make sure there are no matching records in UNITE. 

UNITE will display any records that have exact matches on the First & Last Name, First Name and DOB or Last Name & DOB. 

If you enter a matching E-Mail or SSN/SIN you will receive a pop-up noting that someone already exists with that E-Mail or SSN/SIN.

If you find a matching member, they will be displayed in the table below. 

From here you can either select the Edit icon which will open up that Member Record in a pop-up window so you can verify if that is indeed the member you are trying to add or you can select the Continue to Add button if the duplicate member(s) is not the member you are trying to add. 

If the Continue to Add button is selected, you will then be taken to the Add to Roster page. From here please fill out the Signatures Fields as well as any other contact information that you'd like to track.

The Representation signature must have the option Yes selected in order to add a member to your organization

If you have any demographic information you'd like to track for this member, you can click on the Demographic item to expand the available fields.

This information is not required

Finally, select the Activities item to expand the available fields. 

From here, select a Local Union that this member will be apart of and enter an Activity Date.

Once you enter those 2 fields you will be prompted to enter a Membership Class for this new Member. 

When the Membership Class has been selected, you will be prompted to enter a New Activity. You can either enter an Initaited Activity or a Paying on Application Activity.  

Dependant on the New Activity you want to process for this member you will be prompted to enter additional fields like: 

• Bargaining Unit
• Sub Class
• Dues Group
• Application Date (if Initiated Activity was selected)
• Waive Application Fee checkbox (if Initiated Activity was selected)

Once all required fields have been filled out, the Preview button will illuminate. Select the Preview button.

Selecting the preview button will show all Per Capita Charges and Member Dues based off of the information you entered. 

If everything looks okay, select the save button to add your new member.

Once saved, you will receive a notification that the Member was successfully added. UNITE will then open up this newly added member on a full-screen.

How to Add a Non-Member

From the Membership menu item, in the Connect Folder find Rosters 

From the Roster Page select the + button.

From the flyout window, select the Add New Non-Member option.

You will be taken to the Add to Roster  screen. From here, you will be prompted to enter the following:

• First Name (required)
• Last Name (required) 
• Date of Birth 
• E-Mail
• SSN or SIN

Once all required fields are entered select the Continue button.

Selecting this Continue button will do a GLOBAL search in UNITE to make sure there are no matching records in UNITE. 

UNITE will display any records that have exact matches on the First & Last Name, First Name and DOB or Last Name & DOB. 

If you enter a matching E-Mail or SSN/SIN you will receive a pop-up noting that someone already exists with that E-Mail or SSN/SIN.

If you find a matching member, they will be displayed in the table below. 

From here you can either select the Edit icon which will open up that Member Record in a pop-up window so you can verify if that is indeed the member you are trying to add or you can select the Continue to Add button if the duplicate member(s) is not the member you are trying to add.

If the Continue to Add button is selected, you will be taken to the Add Non-Member page where you can enter additional contact information and demographic information. 

The only required field you need to fill out is the Local Union. If this non-member is apart of a specific DC or LU please select that option in the respective field. 

When finished select the save button to add you new non-member.

Once saved, you will be taken to a full page of your newly added non-member.