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From the home page click Contacts (If you are onboarding a fellow for a center that uses Salesforce to track center activity, your home page will look different, use search to get started).
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All YLS alumni, as well as current and former faculty and staff, should be found as as existing Salesforce Contact record. |
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Use the global search box at the top of the Salesforce screen 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 and press enter.
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If you find a match (see search results page below) use additional information, for example, email address or address, to confirm the match. If you have questions or concerns contact Abby Grow.
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When the match is confirmed click on the name to open the contact record and then skip to Step 2, Create an Appointment.
If you don’t find a match, you need to create a new contact. To create a new contact, click the Contacts Menu, and select + New Contact (see below).
Alternatively, you can create a new contact from the Contact page, by clicking New
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Note: if your Center tracks 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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From the contact record of the person you are appointing, click the New Appointment (Fellows Onboarding) button.
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Enter the required Appointment data and click Save.
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Appointment Name: enter the Appointee’s name. You can copy and paste from the read-only Appointee data fieldfield (above the Appointment Name field).
Track: Choose 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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Visa Needed: select Yes or No
Appointment Start Date: Enter the appointment start date
Appointment End Date: Enter the appointment end date, if known
Who will assign the office?: select if the Center or Building Services will be assigning the office to the Fellow. If no office is needed, select No office is needed.
Eligible for Computer Equipment: if the fellow is eligible to receive YLS supplied computer equipment, please check the box
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After entering the required data, additional information on benefits, accounts, and access to services can be entered by editing the appointment you created above. To do this, |
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