At times, an existing non-employee's profile will need to be updated. Most updates will fall in one of the following categories: Personal Information, Job Information, or Affiliation Information. Updating affiliate information can be a multi-step process. Please follow the instructions below carefully.
This page will assist you with updating the following elements of Non-Employee information.
Update Personal Information
At times, an existing non-employee's profile will need to be updated. Most updates will fall in one of the following categories: Personal Information, Job Information, or Affiliation Information. Updating affiliate information can be a multi-step process. Please follow the instructions below carefully.
From the MyAffiliate dashboard, select the Person tab.
Navigate to and select the non-employee profile to be updated. On the Affiliate’s profile, click Non-Employee Update – Clinical or Non-Employee Update – Non-Clinical.
NOTE: For Clinical non-employee updates, select the Non-Employee Type and service area before clicking Submit.
On the Request Form screen, select Update Personal Information, then Submit.
- Update the desired elements of the non-employee’s personal information before clicking Submit.
- The request will then be sent to the Identity Sponsor for review and approval if you are an onboarding administrator or collaborator. If you are the identity Sponsor, then the request will be processed automatically.
Add New Affiliation and Service Area
This workflow is used to add new affiliation assignment details for a non-employee (e.g., Affiliation, Start Date, End Date, and Required Services). A new affiliation should be added before adding job details.
From the MyAffiliate dashboard, select the Person tab.
- Navigate to and select the non-employee profile to be updated.
On the Affiliate’s profile, click Non-Employee Update – Clinical or Non-Employee Update – Non-Clinical.
NOTE: For Clinical non-employee updates, select the Non-Employee Type and service area before clicking Submit.
On the Request Form screen, click Add New Affiliation before clicking Submit.
- Add the applicable affiliation and service area details before clicking Submit.
- The request will then be sent to the Identity Sponsor for review and approval if you are an onboarding administrator or collaborator. If you are the identity Sponsor, then the request will be processed automatically.
Add Job Details
The request will then be sent to the Identity Sponsor for review and approval if you are an onboarding administrator or collaborator. If you are the identity Sponsor, then the request will be processed automatically.
From the MyAffiliate dashboard, select the Person tab.
- Navigate to and select the non-employee profile to be updated.
Select the Affiliation Service Information Tab on the affiliate’s profile.
NOTE: Document the affiliate’s existing affiliations, as job details can only be added to existing affiliations. If an affiliation is missing, it will need to be added first before job details can be entered.
On the profile page, click Non-Employee Update – Clinical or Non-Employee Update – Non-Clinical.
NOTE: For Clinical non-employee updates, select the Non-Employee Type and service area before clicking Submit.
- Select Add Job Details, then Submit.
Add the affiliate’s job details associated with the applicable existing affiliations documented earlier.
- Click Submit to commit your changes.
- The request will then be sent to the Identity Sponsor for review and approval if you are an onboarding administrator or collaborator. If you are the identity Sponsor, then the request will be processed automatically.
Update Job Information Details
From the MyAffiliate dashboard, select the Person tab.
- Navigate to and select the non-employee profile to be updated.
From the affiliate’s profile, select the Job Information tab.
- Select the job information record to update the corresponding job information details.
On the Job Information Mapping page, select Non-Employee Existing Job Information Update.
- Update the information to be changed (e.g., Department, Cost Center, Job Code, Job Title) before clicking Submit.
- The request will then be sent to the Identity Sponsor for review and approval if you are an onboarding administrator or collaborator. If you are the identity Sponsor, then the request will be processed automatically.
Update Existing Affiliation Details
From the dashboard, click Profiles on the left navigation menu.
- On the Profiles page, verify that the following are set:
- The Profile Type drop-down is populated with Person.
The Active button above the search results in the upper left is selected.
On the Person page, select the Affiliation Service Information tab.
On the Affiliation Service Information Mapping page, select Non-Employee Existing Affiliation Service Information Update.
- Update the fields in the form to add the desired changes to the Affiliation Service record before clicking Submit.
NOTE: Once added, affiliations cannot be removed from a user's profile. The affiliations will remain on the profile but will expire upon their end date.
- The request will then be sent to the Identity Sponsor for review and approval if you are an onboarding administrator or collaborator. If you are the identity Sponsor, then the request will be processed automatically.
Remove Job Information Details
From the MyAffiliate dashboard, click the Person tab.
- Navigate to and select the non-employee profile to be updated.
Select the Job Information tab before selecting the job information record to be removed.
On the Job Information Mapping page, click Remove Job Details.
- The Remove Job Details screen will load. Click Submit.
- The request will then be sent to the Identity Sponsor for review and approval if you are an onboarding administrator or collaborator. If you are the identity Sponsor, then the request will be processed automatically.
Change Identity Sponsor
If you receive notification with an request for an affiliate that you are not the appropriate sponsor for, the identity sponsor for that affiliate will need to be updated.
From the MyAffiliate dashboard, click the Person tab.
- Navigate to and select the non-employee profile to be updated.
Select Non-Employee Sponsor Update – Clinical or Non-Employee Sponsor Update – Non-Clinical.
- Select a new Identity Sponsor from the dropdown list then click Submit.
- The request will then be sent to the Identity Sponsor for review and approval.