New Hires and Terminations

Coordinators will find out about project staff hires and terminations from the project, project specialist, or the bi-weekly reports that PEL uploads to Box. PEL has created a bi-weekly reminder for coordinators and finance advisors to review the New Hires and Terminations reports in Box and take the appropriate steps as outlined below. 

New Hires

Whenever there is a new MWCS hire, complete the following steps:

  1. Create a Fund Role, indicating email address, role, and start date. Note, you may also need to create a Contact record.
  2. Provide access to the Portal, if applicable - usually just for Project Directors, unless otherwise requested
  3. Provide Box access, if applicable - usually just for Project Directors, unless otherwise requested. For instructions, see "Create Box Folder" instructions here.

Terminations

When an MWCS employee position ends, complete the following steps:

  1. Update Fund Role to former and indicate end date
  2. Remove Portal access, if applicable. Check the Portal Access Salesforce report to see if the person is active on the portal on behalf of another project before deactivating.  
  3. If applicable, remove access to Box by navigating to the project's Box folder in MWCS External Share. Under the Sharing heading on the right-hand side of the Box view, click on the Externally Shared link. Navigate to the person you want to remove and select Remove under Permissions.