Creating Employee Access

The organization will create the Engage URL (see also Using Engage) and share the link with employees.

In the organization's CDM+ database, the employee's payroll record must be linked to the his/her individual record (see instructions for Linking An Employee to An Individual Record). 

Each employee will create their own password-protected account to log into Engage (see also Creating An Account). If the individual has already created an account at the organization's Engage URL, the same login will be used for all Engage features (member access, payroll history, and Engage Giving). Once logged in, the employee will choose Payroll.