Before creating a record in Raiser’s Edge to add a faculty and staff record search for an existing record using the id number in Safari. Use the Safari id number as the constituent id number in Raiser’s Edge when creating the new record.
If a record already exists in Raiser’s Edge update the current record with the Safari id number, birth date and social security. If creating a new record in Raiser’s Edge please add the birth date and social security number from the Safari record.
CWU business record ID # 6469 is linked to all CWU faculty and staff in Raiser’s Edge in the Relationships tab.
To add this record to a faculty/staff record, click on Relationships, Organizations, New Organization Relationship. Click on the binoculars fill in Constituent ID # 6469, find now. Open it.
The address box should be updated as follows:
Department Name (do not use department in the name i.e. History Department = History)
400 E University Way
Ellensburg, WA
Add the CWU 4-digit mail stop to the zip code.
Use the information listed in the online staff directory at http://www.cwu.edu/intranet/index.php?go=PhoneBook to update business information.
Check the box “Print organization name with address”.
Type in Business Phone and Business E-mail.
In Industry box, choose Educational Services. Type in position title. In Profession, choose the appropriate profession from the list. In Relationship, choose Employer. In Reciprocal, choose Employee. Fill in Date From with today’s date. The Date To should always be blank. Check the boxes - For this organization, this individual is an “Employee” and “Primary business information.”
Save and Close.
If a box will comes up saying “CWU is a constituent. Do you wish to reciprocate . . .” say Yes.
If a box comes up saying “this address is shared with other records”—select No—do not change the address in all the records shared with this address.
Make sure BIO 2 is coded with F&S (faculty & staff).
FORMER or RETIRED employees:
Make sure BIO 2 is coded appropriately. Change the F&S code to FCWUE (Former CWU Employee) date from should be updated with today’s date.
In the CWU ID # 6469 record, uncheck print organization name with address. Delete any phone numbers/email addresses. In Relationship box, choose Former Employer, in Reciprocal box, choose Former Employee. Update the Date From date to today’s date. Uncheck Employee and Primary business information boxes. The Date To should always be blank.
If the constituent is retired go the attributes tab and add CWU Retiree in the Category column and the appropriate description in the Description column. Update the Date column with today’s date.