Pool Members

To verify and manage your pool members, open the Pool Details window and select the Members option from the top menu.

Active Members

By default, the list displays active pool members. You can specify a date in the top-left corner of the window to view which employees were pool members on that specific date.

The list includes the following columns:

• Employee Name
• Member From – the date the employee was assigned as a pool member
• Membership End – the date the employee was removed from the pool
• Employee Status

If the pool is not automatically synchronized with the employee list (i.e., Auto Update Members is set to NO), you can manually manage the members. To remove members, select the employee rows and click the Remove button.

Employees not in the pool - Not Members

To view employees who are not in the pool, select the NOT MEMBERS option from the selection list.

This shows employees who are eligible but either have not been added or were previously removed from the pool.

To add an employee to the pool, select their record and click the Include in Pool button.

Excluded employees

If an employee should be excluded from random pool selection, you can prevent them from being automatically added.

To do this:

1.   1) Open the Employee Details window.
2.   2) Go to the Random screen (select Random from the top menu).
3.   3) Specify the type of pools the employee should be excluded from and the reason for the exclusion.

The EXCLUDED section of the pool member list shows all excluded employees. You can click on any employee record to view the exclusion reason in the employee's random window.

If you want to include the employee again in the pool, select their record and click the Include in Pool button

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