Managing Your Employee Resource Groups

Content

• Overview
• How to add an activity
• How to review member requests (private ERGs only)

Overview

If your company offers Employee Resource Groups (ERGs) on Bright Funds, you may be able to become a Lead!

If you happen to be a Lead for an ERG on Bright Funds, you will be able to manage the group and its details, including reviewing member requests (if a private ERG), adding activities and setting up meetings.

You can find the ERG section in the left-side panel of your Bright Funds dashboard.

How to add an activity

1. On your My ERGs page, click "View Details" for the ERG you wish to update
2. Click on the "Activities" tab
3. For the Volunteering tab:
   1. You can search for any Volunteer opportunities that are posted by your company
4. For the Giving tab:
   1. You can search for any Funds created by your company to include in your ERG

How to review member requests (private ERGs only)

1. Click into "My ERGs" on your Bright Funds dashboard
2. You should see a tab, "You are the lead", which will show what ERGs you can manage
3. Find the ERG you need to review, and click "View Details"
4. Click on the "Members" tab
5. Click on the "Manage Members" tab
6. You will see a list of names. Navigate to the new members who have a status of "Pending"
7. To the right, you will see three dots. Click on the dots to expand a drop-down menu
8. Click "Review Request"
9. You will be able to see the request details for the member
10. The below options will be presented:
    1. Cancel - close the request window
    2. Deny - deny the request for the member to join
    3. Approve - allow the member to join

If you have any questions regarding ERGs, please contact [e-mail].