General Guidelines

Finding Compliance Reports for each unit

1. Log into MemberHub.com and go to the HCCPTA MemberHub page if it doesn't open automatically.

2. In the left-hand sidebar, click on Compliance Manager and then click on View Compliance Reports.

3. Click on Compliance Report.

4. You can type in the name of the unit you want to search for in the search box at top. Scroll to the right to see all the columns for each required submission. All the relevant items should be "Approved."

Guidelines for HCCPTA Treasurer

Sending messages to the Treasurers Hub listserv

1. Log into MemberHub.com and go to the HCCPTA MemberHub page if it doesn't open automatically.

2. In the left-hand sidebar, click on Communications and then click on View & Send Messages.

3. Click on the blue New Messages button in the upper-right-hand corner.

4. In the Recipients field, start typing the word treasurers. An option will appear that says Hub | HCCPTA Treasurers. Select that option.

5. Enter the Subject and the message text as you normally would for an email. Then click on the blue Send Message button in the upper-right-hand corner. There is no need to choose the text messaging option that MemberHub will ask you about next.

6. Note that you can also send formatted newsletters to MemberHub Treasurers Hub members (via Communications > Create Newsletters), but for most messages, the simpler View & Send Messages option will suffice.

Removing people from Treasurers Hub

1. Log into MemberHub.com and go to the HCCPTA MemberHub page if it doesn't open automatically.

2. In the left-hand sidebar, click on Contacts and then click on Manage Hubs & Hub Contacts.

3. In the line that says HCCPTA Treasurers, click on the three dots all the way on the right. Select Hub Contacts.

4. Search for the person in the list, either by name or by scrolling through the list. When you find them, click on the three dots on the right and select Remove from Hub.

5. It will ask you to choose among different options. Select Remove from this hub and from the organization if the person will no longer be connected with HCCPTA. Select Remove from this hub, but keep them as an organization contact if they will remain involved. You can also set their MemberHub connection to HCCPTA to expire at the end of the fiscal year. Click on the button on the Move or Remove bottom at the bottom to confirm your choice.

Adding new treasurers to Treasurers Hub on MemberHub

1. Log into MemberHub.com and go to the HCCPTA MemberHub page if it doesn't open automatically.

2. In the left-hand sidebar, click on Contacts and then click on Manage Hubs & Hub Contacts.

3. In the line that says HCCPTA Treasurers, click on the Add Contacts link. If you want to add a bunch of people at the same time, click on Enter Email Addresses. Under Role Name, select Contact. In the Enter email addresses text box, you can enter multiple email addresses separated by commas. You can also select Notify contacts by email and then Add a personalized message if you wish; for the latter option, enter your message in the text box (HTML is not allowed). Then click on Add, and the email addresses you inputted will be added to the Treasurers Hub mailing list. 

4. Alternatively, you can add individuals one at a time. Rather than Enter Email Addresses, choose Add Contact. Under Role Name, select Contact. If the person is already registered in MemberHub, you don't have to enter any information except the email address they're using; the other fields will be populated automatically. You can also select Notify contacts by email and then Add a personalized message if you wish; for the latter option, enter your message in the text box (HTML is not allowed). Then click on Save, and the email address you inputted will be added to the Treasurers Hub mailing list. 

Find the current list of Henrico treasurers and presidents

Download spreadsheet:

1. MemberHub: Compliance Manager > View Compliance Reports > Officers Report

2. Click on Export CSV

3. Sort downloaded file by Title, then Unit Name

4. Copy the treasurer names and emails into the Local Unit Membership and Officers spreadsheet under the current fiscal year

5. Copy the president names and emails into the same spreadsheet

6. If there is no treasurer or president, copy the treasurer name and email from the previous year

7. Email the treasurer and/or president with the email template, adding the calculated dues (see below)

Find individual treasurers:

1. MemberHub: Compliance Manager > Units

2. Click on local unit.

3. Click on View in the Officers section.

Calculating local unit dues

1. MemberHub: Compliance Manager > View Compliance Reports > Membership Overview

2. In the upper-right-hand corner, choose the previous fiscal year (for 2022-23 dues, select 2021-22 membership).

3. Click on Export CSV and input into Local Unit Membership and Officers Google Sheet.

4. Use Member Dues Received Count as basis for dues.