View Source

You have created a new Pro Bono event and now you would like to see which employees applied for it and manage these.

“Switch View” - select “Company Admin” from drop down.
Select “Pro Bono” logo. This will take you to the “Pro Bono” home page.
Find your event, either by using the search bar at the top or scrolling through the list.
Select the “EOIs” button.

Export your EOIs

On the top right corner of your EOIs screen, you will see an “Export EOIs” button. Click on it to export all the EOIs to the opportunities in the screen.

Register an employee

Select your opportunity, either by using the search bar at the top or scrolling through the list. Click on “Expressions of Interest >>”
On the right side of the screen, click “Actions” and then “Add Registration on behalf”

Add the email address of your employee

You can add someone outside of your organisation by de-selecting “email address is required to be an employee in the system?”

Select the time slot

Select the session to which the employee should participate
You cannot add the employee to sessions that are in the past, that are full or to which he/she is already registered
You can additional relevant information about your employee. This information will be visible when you export your registrations
If there is an event option attached to your event, you can select it for your employee

Managing an existing EOIs

Editing a registration

To edit the options of the registration, click on the name of your employee. You will be redirected to a pop-up window where you can edit the details

Process a pending EOI

When you are sure that your employee has the right skills to participate in the opportunity, you can click on “Process”
Your employee registration is confirmed. Your employee will be notified by email
You can undo the confirmation by clicking “Undo”. Your employee will also be notified by email

Removing an EOI

You can delete a pending or accepted registration
Your employee will receive a notification by email