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\uD83D\uDCD8 Instructions
Step 1: Create or Update Contact
From the home page click Contacts
Use search to determine if the person you are appointing already has a contact record in Salesforce.
Type the persons first name and last name in the Search box at the top of the Salesforce Contact page. If you find a match use additional information, for example, email address or address, to confirm a match. Questions or concerns contact Abby Grow. If you find a match, skip steps 4 - 5 below and go to Create Appointment.
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Note: if you are a Center that also tracks other contacts affiliated with your Center in Salesforce, the data entry screen you see will be different from the one below , and will include Center specific fields. |
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All Contacts must have an affiliation with an Organization. For Fellows being hired and paid by YLS the Organization Name is Yale Law School or Yale Law School followed by the name of the Center. If the Fellow you are onboarding is not working for YLS (for example a Public Interest Fellow), you would enter the search name of the organization Organization they will be working for and select it in the Organization Name field. If the Organization does not exist, please contact Abby Grow to have it added to Salesforce.
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If you see the warning below when you click save, the contact you are creating may already exist in Salesforce. Please review potential duplicates before proceeding. If , and if you are still unsure if you are creating a duplicate or if you have any concerns questions reach out to Abby Grow. |
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From the contact record, click the New Appointment (Fellows Onboarding) button.
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2. Enter the Appointment data and click Save.
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Appointment
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Name: enter the Appointee’s name.
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Track: select Fellows.
University Title: Choose the University Title given to you by HR. If you are unsure, please use the guide below to determine the University Title.
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Is the position paid? Yes Is the salary funded from General Law School Funds (GA) or Grant Funds paid by Yale? Yes The choice of University Titles include:
Is the salary funded by a grant but paid directly to the Fellow by the granting agency? Yes The choice of University Titles includes:
Is the position unpaid Yes The choice of University Titles includes:
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Named Appointment: Search for an existing Named Appointment for your Center, if one does not exist you can create a new Named appointment and choose your center in the “Administered By” field.
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The Named Appointment field is important, it connects the appointment to your Center. Please select or create a named appointment new Named Appointment and that includes the name of your Center, if one does not exist. |
Step 3: Upload CV
From the Appointment record, click the “upload files” link to upload the appointee’s CV.
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