Related Topics Getting Started Related Topics Getting Started
The Global Appoint/Promote/Retire Wizard allows you to prepare documents and update the database when a person/company is appointed to a position, promoted to a position, or retired from multiple positions.
Fields
Global Appoint/Promote/Retire – Select to appoint, promote, or retire a person/company to/from a position across multiple entities. For the Global Retire option, a replacement may be designated for the position.
Global Appoint – Start Fields
Step 1 – Select a person/company to appoint.
Name – The name of the person/company to appoint to a position.
Step 2 – Specify a title and effective date.
Title – The name of the position to which the person/company is being appointed.
Effective Date – The date the appointment is effective.
Global Promote – Start Fields
Step 1 – Select a person/company to promote.
Name – The name of the person/company to promote to a position.
Step 2 – Specify the current title and end date.
Current Title – The name of the position from which the person/company is being promoted.
End Date – The date the current position will end.
Step 3 – Specify the new title and effective date.
New Title – The name of the position to which the person/company is being promoted.
Effective Date – The date the promotion is effective.
Positions – Select the specific position with a company from which the person/company is being promoted.
Global Retire – Start Fields
Step 1 – Select a person/company to retire.
Name – The name of the person/company to retire from a position.
Step 2 – Specify an end date.
End Date – The date the current position will end.
Step 3 – Optionally, elect/appoint a replacement.
Elect/Appoint replacement – An indication of whether a new person/company will be designated for the position.
Name – The name of the person to replace the retiree.
Effective Date – The date the election/appointment is effective.
Positions – Select the specific position with a company from which the person/company is being retired.
Select Documents Fields
Effective date – The date the change is effective.
Notice date – The date a notice will be issued for the change.
Meeting date – The date of the meeting to announce the change.
Document Category – The name of the filter used to categorize the document.
Template – The name of the template to be used to create documents.
Buttons
Next – Click to access the next screen of the wizard.
Cancel – Click to close the wizard without saving any changes.
Back – Click to access the previous screen of the wizard.
Finish – Click to commit the changes.
Print – Click to send the information to the default printer.
Generate Documents – Click to open the Document Assembly Wizard to prepare documents.