Required setup for an individual Staff Member

The following steps are required for an individual staff member to complete a requisition.  

Add the account group(s) 

Navigate to the Account Group tab for the individual staff member and click on the green question mark for the year that you want to add access to the account group(s):

In the pop up window, either select the account group(s) that you want to assign, or, if you want to copy the account group(s) from another individual staff member, you can search for the staff member in the second row.  

Options on the Demographic Tab:

There are two (2) options in the lower section of the demographics tab.  The options are self-explanatory and there is a tool tip to assist you in assessing the need to assign the option to an individual staff member.