Reporting new members is simple, and Executive Officers already have the permissions needed to complete this process within 96 hours pursuant to Fraternity Law. Afterwards, you’ll receive their membership materials at the Physical Address found/editable within the Chapter Profile section. Here are the steps!
1. Potential New Members are added using The SAE Portal’s Recruitment Tool. Any chapter member who has registered with the portal, including officers, has the ability to add PNMs and boost recruitment. You only need basic contact information and their name.
2. Thereafter, consider adding tags to help keep track of what you learn about PNMs. Executive officers can move them to the next tile called Committee Review when the chapter is ready to review whether or not to offer bids. PNMs should be removed if they aren’t joining.
3. When PNMs decide to join and/or return a signed bid, they should be moved to the Requirements Met tile. If you already know who is joining, you should add PNMs directly to this tile. Then, an Executive Officer should click the REPORT button. That action bills the chapter for their Candidates’ $310 Initiation Fees and sends each of them a portal registration invite. Candidates can also go to portal.sae.net and ‘Claim their Account’ using their email that officers submitted. After Candidates complete the 3-5 minute registration and sign the Scope of Association, their 15-minute Pre-Initiation Member Onboarding is available in The SAE Portal’s Learning Modules section.
4. Finally, an Executive Officer needs to update Candidates’ statuses to Collegian with their Initiation Date using the Roster Tool and the ‘All Candidates’ View. That status request can only be made after each Candidate has completed the registration and onboarding requirements and will only be approved once the Initiation Fees are paid in full.
If your chapter didn’t use recruitment software before, you have it now at no cost. Contact your Chapter Services Consultant or Membership & Records for more assistance.
