Presentation developed for the Corporation for National and Community Service by the eGrants Coaching Unit JBS International, Aguirre Division (2008); 1‐888‐333‐8272

My AmeriCorpsAmeriCorps National Programs

Member Enrollment

Introduction2

The following presentation will guide AmeriCorps National Program users through how to enroll and place a member in MyAmeriCorps Portal.

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Important Considerations3

All of the My AmeriCorps tutorials and webinars focuon the functionality of the system rather than grant requirements or program policies.

The My AmeriCorps system does not includecomprehensive compliance checks.

We recommend that programs set their own policies around system use and monitor usage for compliance. However, we suggest that programsgive some thought to how they assign roles andaccess so that they are comfortable with the level of authority they are giving their users.

If they have questions they should contact their program officer/program specialist or programdirector/project sponsor.

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AGENDA4

We will cover the following agenda items:

How to create a member invitation How to create and complete the member’s portion (Part 1 – Enrollment

Information) of an enrollment form on behalf of a member How to complete the program’s portion (Part 2 – Placement Information) o  f

the enrollment form How to delete an enrollment form How to activate a member enrollment

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Member Enrollment Workflow5

Member Enrollment via My AmeriCorps Application Process

Applicant

Registers & submits application to a listedservice opportunity

Program/Service LocationAccepts application and extendsinvitation to serve

Applicant

Accepts invitation andcompletes Enrollment form(Part 1)Program/Service Location

Completes & approves Enrollment Form (Part 2) and activates term

Member

Start serving

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Member Enrollment Workflow

Member Enrollment via My AmeriCorps Invitation Process

Program/Service LocationEnters or upload service invitation

ApplicantRegisters & completethe Enrollment Form(Part 1)

Program/Service Location

Completes and approvesEnrollment Form (part 2) and activates term

Program/Service LocationCompletes Enrollment Form (Part1) on behalf of the memberCompletes & approves Enrollment Form (Part 2) and activates term

MemberStart serving

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Invite Members7

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Click on Invite Members on the left navigational panel

Invite Members8

Enter member’s dataand select theprogram, grant yearand member’s servicelocation

Click on Add Anotherto send the current invitation and enteranother invitation

Click Save to send one invitation andreturn to your homepage

Click Cancel to discardany entries you made

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Invite Members – Batch Invitations9

Make sure the XMLfile you want toupload meets thespecifications definedin the XML SchemaDefinitions (XSD)

Choose the ProgramYear, Program Titleand Service Location. Click Browse to selectthe XML file you want to upload

Click Upload

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Enroll Members(Enrolling members who were Invited through the invitation process)

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Until the invitee or you complete the member’s portion of theenrollment form, the members who were invited through theinvitation process will be listed under “Pending Invitations”

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Click S&NWorkbaskets on theleft navigational panel. Then click thePending Invitationstab located on the topnavigational panel

Click the member’sname to open theenrollment form

Click Delete if you arenot going to enrollthe member

Enroll Members(Enrolling members who were Invited through the invitation process)

11

If you are going tocomplete themember’s portion ofthe enrollment form, you should completeit using theinformation given  inenrollment form that was signed by themember

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Required fields are marked with an asterisk (*)

Enroll Members(Enrolling members who were Invited through the invitation process)

12

Enter the member’sstart date and selectProgram Year, Program Title, Service Location and SlotType. Select thecheckbox to certifyyour portion of theenrollment

Click SaveInformation to savethe enrollment data without activating

Click Enroll Memberto activate themember’s enrollment

Click Cancel to discardany changes made

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Enroll Members(Enrolling members who were Invited through the invitation process)

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The member’senrollment form will appear under the“PendingEnrollments,” if youhad clicked on “saveinformation” on themember enrollment form from the“Pending Invitations” section or if theinvitee hadcompleted themember’s portion ofthe enrollment form

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Enroll Members(Enrolling members who were selected through My AmeriCorps application process)

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Click S&NWorkbaskets on theleft navigational panel. Then click thePending Enrollmentstab located on the topnavigational panel

Click the member’sname to open theenrollment form

Click Delete if youwant to delete theenrollment form

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Enroll Members(Enrolling members who were selected through My AmeriCorps application process)

15

If the member hascompleted his/herportion of theenrollment form, thedata will be displayedin read mode. In thiscase, you may scroll down to the bottomand enter informationabout the member’sterm

If the member hasnot completedhis/her portion, youcan complete it usingthe information givenin enrollment formthat was signed bythe member

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Required fields are marked with an asterisk (*)

Enroll Members(Enrolling members who were selected through My AmeriCorps application process)

16

Enter the member’sstart date and selectProgram Year, Program Title, Service Location and SlotType. Select thecheckbox to certifyyour portion of theenrollment

Click SaveInformation to savethe enrollment data without activating

Click Enroll Memberto activate themember’s enrollment

Click Cancel to discardany changes made

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What’s next?17

The Resource Centero www.nationalserviceresources.org/ac‐training‐supporto Includes other tutorialso Live training and registration schedule

The eGrants Coaching Unito 1‐888‐333‐8272o egrantstta@jbsinternational.como Training/Technical Assistance

The eGrants Help Desko 1‐888‐677‐7849o Technical Assistanceo User name/Password reset assistance

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