AIESEC FAQs

Lost your aiesec.net ID password? Please read the article below to find out how can you reset the password.

-> Please note that you can not reset the password of your aiesec.net account. The authority of resetting the password lies only with the admin. so if you lost your aiesec.net ID password,

We will need your LCP (if you are a member of an LC) or an MC member (if you are an LCP or in the MC) to send a mail to [email protected] with their official work email (assigned on EXPA) and confirm your identity.

Please find the template in which your LCP/MC needs to send us the request:

Hello,

I <LCP/MC Name>, Local Committee President/Member Committee of <LC/MC> confirm the identity of <your name>.He/She is a <your position> in my committee and this is his/her profile on EXPA <your EXPA ID,in your profile link>.

He/She had sent you a request #116961.Please reset the password of his <your @aiesec.net id>

Thank You

<LCP/MC Name>

After confirmation from them, we'll reply to you with your new password within the next 48 hrs. For security reasons, please access your e-mail and change your password as soon as you get the new password :) Please note that we will close this tickets if we do not receive a response in 5 days.

If you want to view all the opportunities belonging to an organisation, you can access the organisation profile page and view it in the Opportunities tab as follows:

Access the Organisation page by clicking on the Organisations button on the sidebar on the left side of the screen. The icon is displayed as below:

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Find the wanted organization and click on its name.

For example:

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On the left column of the page under the organisations name, select the tab Opportunities to view the list of opportunities.

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In the Opportunities sub-page, you can view the opportunities which is hosted by the organisation.

Notice 1: type the opportunitys name into the search bar to look up the opportunity faster

Notice 2: Click onto the opportunitys name to access the Opportunity Profile page.

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Here are some details you can view in this table:

Title: Name of the opportunity

Organization: the organisation which this opportunity belongs to

Status: the current status of this opportunity

Managers: the current assigned manager of this opportunity

Applications: The number of applications applying for this opportunity

Close Date: The final available date for applying for this opportunity

Start Date: the date which the successful applicants start working

Home LC: The LC from which the EP registers

Home MC: The MC from which the EP registers

Created At: the specific time which the opportunity is created (N/A??)

GEP: is this opportunity a global engineering program

Branch: the branch of the hosting organisation which the opportunity is hosted

Programme: is this GV, GE, GT, or LV

End Date: The final date which the opportunity lasts until

Opened At: (N/A??)

Openings: number of the available vacancy

Tags: the given tag to this opportunity

1. ThePeople CRMis where you can find and manage your LC's EPs. It's where most of oGX members' work happens. To find it just click on the 1st icon on the leftside bar of EXPA homepage.

[email protected]

2. You can also hover your mouse over the icon to find other CRM options. While People will show youall the EPs you have access to on the platform,People I Managewill show you only those EPs to which you were assigned as manager.Note: Only LCVPs and above have access to EPs to which they're not asisgned.

3. Once in the CRM, you'll be able to see a list of EPs and some of their information in a table. In the upper side of the page, you'll find the Filters. Select different filters to view different types of EPs according to the characteristics you're looking for.Example: To see only EPs who registered this month and have already applied to an opportunity, use the filtersRegistered>This month and Status>Applied

4. You can access more filters by clicking onMore in the end of the filters list.

5. You can change the CRM's view from table to Kanban Board by clicking in one of the icons in the upper right side of the page. Learn more about this in this aticle.

6. The columns of the table show different information about each EP. You can make even more information visible and also hide other by clicking on the last icon in the table's upper right corner.

7. You can also change the order the lines of the table are sorted by clicking on the icon with a down arrow

8. Finally, the gear icon will give you options of different types of bulk actions you can use to edit multiples EPs at once. Learn more about this here.

Any further questions? Feel free to hit us up at

1. To find an EP's profile, all you need to do is go to the People CRM, by clicking on the 1st icon on the left side bar, and then typing their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

[email protected]

2. The first thing you're going to see is their profile Overview. In here you have access to summarized information very relevant for EP Management, such as number of applications, EP Managers, follow up status, tags, notes and pending tasks.

3. If you pay attention, right under the EP's name, you can check their Home LC, their Home MC and the date of their last access to the platform.

4. Below, you'll see a list of different sections of their profile.

5. In Details, you'll find the EPs personal information, such as gender, birthdate, contact information, past experiences, etc. If you're their manager or if your role give you access to their profile, you can also edit these information yourself by simply clicking on the pencil icon

6. In Tasks, you'll find all of the tasks that were created in relation to this EP. To create a new one just click on Add, right next to the Tasks title

7. In Applications, you'll be able to see and manage all of the EPs applications to other committees' opportunities

8. In Conversations, you'll have access to the chat where both EP Managers and OP Managers can exchange messages with the EP

9. In Membership, you'll find the past and active roles of the EP, in case they are an AIESEC member

10. In Standards, you'll see if the EP has or has not answered to the Exchange Survey and what were their responses

11. Finally, in LDA, you'll be able to see the EP's Initial and Final Leadership Development Assessment results

Any further questions? Feel free to hit us up at

Have you ever thought how useful it would be to be able to delegate EP related tasks to your members and keep track of those acitvities right from EXPA? We've got just the thing you need:

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

2. Once you're there, you can access the Tasks display on right side of the Overview page. It's below the Follow Up section.

3. Or, to better manage them, you can go right to the Tasks section, the 3rd icon on the list below the EP's name.

3. In here you'll be able to see all Tasks related to that EP, their assignees and the deadlines on a table. Just add new tasks, just click on Add, right next to the Tasks title.

4. Then, you'll see a popup window where you can fill the blanks with the task details, such as its name, the member responsible for doing it and the date it should be delivered. Once that's filled, just click on Add Task

5. In the Tasks section, you can click on the square to the left of the task to mark it as done and click on the three dots at the right side to edit or delete it at any given time. And if you click on the calendar icon, it will help you add the task to your personal Goggle Calendar

6. The Task will also be visible on the assigned member's homepage, in the Pending Tasks section.

Any further questions? Feel free to hit us up at

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

[email protected]

2. Now, to acces their responses, go to the Standards section, by clicking on the 7thitem on the list below the EP's name.

3. Here you'll find all the 16 Standards and wether they have been delivered or not to the EP or they still need to complete the survey.

Any further questions? Feel free to hit us up at

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

[email protected]

2. Now, to access their results, just go to the LDA section, by clicking on the last symbol on the list right below the EP's name.

3. Here you'll find the LDAs to every experience the EP has participated in.

4. To see the results, just press the down arrow next to the name of the experience you're looking for and you'll see a table.

5. There are three types of data on the table. The reuslts of the EP's Initial LDA, taken before their approval. The results of the EP's Final LDA, taken after they have finished. And the AIESEC Contribution to their reuslts.

Any further questions? Feel free to hit us up at

1. First, you need to access the person's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the member you're looking for in the table, click on their name to open their profile.

[email protected]

2. Now, to access their results, just go to the Membership section, by clicking on the 6thsymbol on the list right below the Member's name.

3. Here, if they are or have been assigned to a position, it will be shown on a list divided in two sections: Active Roles, the ones they are still wokring on, and Past Experiences, they ones they have finished.

4. For more details just click on the down arrow next to the name of the position you're looking for and you'll find more informationl such as Entity, Function and Duration.

Any further questions? Feel free to hit us up at

Having the details of the accommodation will increase the transparency of an opportunity and might attract more applicants. In this article we will understand the functionalities on the Accommodation page.

Accessing the "Accommodation" page by hovering over the Opportunities option on the left sidebar of the screen. A pop-up appear, click the Accommodation option to access the page

Here is the breakdown of the data type

Accommodation title: you can see the saved filter here. For more information, please refer to the page saved filter.

Add: Click this button and fill in the information to add a new accommodation

Search: type in accommodation name to look up one quicker

Filters:

Capacity: the number of people can live in this accommodation

Committee: the committee which this accommodation is in partnership/ relation with

Rooms: number of rooms the accommodation has

Accommodations counter: this displays the number of accommodations in the database

Quick view table:

Select Checkbox: use the top checkbox to select all the currently displayed accommodation

Title: name of the accommodation

Committee: the committee which this accommodation is in partnership/ relation with

Location: the city where this accommodation is located

Capacity: the number of people this accommodation can host

Rooms: the number of room this accommodation has

Assigned Applications: which application this accommodation has

Host Mobile Phone Number: the mobile phone number of the host

Here is the breakdown of the Organisation CRM page. By reading this article, you can take a more detailed look about what are displayed on the page.

The Organizations CRM is where you'll find and manage all your LC's partners organizations who run your opportunities and their employees. To find it just click on the 4th icon on the left side bar of EXPA homepage.

You can also hover your mouse over the icon to find other CRM options.

- Organizations will show you all the opportunities providers of your LC

- Employees will show you all your LC's opportunities providers' employees who have created an account on POP

- Employees I Manage will show you only those employees to which you were assigned as manager.

Once in the section, you'll be able to see a list of organizations and some of their information in a table.

At the top bar of the screen, on the right hand side, there is the Add Organisation button for you to add new organisation.

In the upper middle side of the screen, there is the title Organisations. Click on it, you can access the saved filters. You can click on any filter at here to make searching become process faster.

In the middle side of the page, you'll find the Search bar which you can use to quickly look up an organisation

Next, the Filters function is used to omit unneeded opportunity so as to find the desired one faster.

So far, the Organizations CRM have only two filters: Type and Size.

Example: You can see only Educational institutions with more than 10,000 employees if you use both filters.

Search bar can be used to find organisation based on the keywords of the organisations name.

Example: for the name Tellecope Communication Inc, type in the keyword Tellocope to distinguishably find this organisation faster.

Below, there is an Organisations Counter tells the number of displayable organisation.

Example: Showing 40 of 2,057

At the majority of the page, there is the organisation data table. You can take a look at some of the organisations information displayed in this table.

Checkbox: this left hand side check box is used to select one or several organisations. Click on the topmost checkbox to select all the organisation in this table.

Notice: if the opportunity is not displayed yet, the organisation cannot be auto selected by this Select All button. You can try load the opportunity then re-check Select All.

Quickview Columns

Type: Types of organisation.

Here are the types:

Educational Institutions

Multinational Corporations

Non Governmental Organisations

Small and Medium Enterprises

Start Ups

Size: number of Employees in the organisations

Active Opportunities: this displays all the open opportunities assigned to this organisation.

Tags: this displays all the tags assigned to this organisation.

Organisation Profile page plays an important role in giving details information and a quicker looks to what you want to find an organisation (e.g.: contact information, opportunities,etc.) Here is the breakdown of this Organisation Profile page

Title

Functional Sidebar:

Overview: displays information of:

Organization Status: the current status of the Organisation (Under Review, Rejected, Approved, Archived)

Status Bar: showing the current profile completion rate of this organisation

No. of Branches

No. of Employees

No. of Opportunities

Notes: displaying notes about this organisation. To add more, please refer to Add Notes [link]

Pending Tasks: a quick display of all the pending tasks of this organisation

Tags: the tag you can use in doing search and further

Managers: the current assigned person responsible for this organisation

Details: displays editable organisation s contact information and organisations name

Tasks: display all the tasks assigned to this organisation. To add tasks, please refer to the page Add Tags [link]

Branches: displays all the branches this organisation has including branches details and billing information

Employees: displays all the employee assigned in the Leads [link] page

Opportunities: displays all the opportunities this organisation has.

Organisation are institutions which establish partnership and we should have a system to keep track of it. In this article, we will add a new organisation into the database system to manage.

Access the Organisation page by clicking on the Organisation icon on the left sidebar of the page.

Click on the Add Opportunity button next to your profile avatar on the top right side of the screen.

On the next window, fill in the fields.

Here are the explanation of the fields:

Logo: The logo of the organisation

Country: the country where the organisation is located

City: the city where the organisation located

Organisation Type: either choose Start Up, Corporation, Academy

Organisation Size: the range of organisations employee number

Industry: field of working expertise of the organisation (e.g.: Language Teaching, Agriculture, ect.)

Website: website of the organisation

About: furthest information of the organisation in the

Is GEP?: is this organization a Global Engineer Program (a collaborative opportunity between AIESEC and Electrolux)

After filling in all the required fields, click Submit

The Organisation page appears afterward.

Click on the Edit button to complete editing the information of the organisation. Click Save Changes to apply all the added information.

Click Approved to publish the organisation.

Notice: You should you have the organisation approved only after having fully added the information of the organisation.

To view, search and add more employees to an organisation, you can do it by following these steps.

Access the Organisation page by clicking on the Organisations button on the sidebar on the left side of the screen.

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Find the wanted organization and click on its name.

For example:

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FROM HERE YOU HAVE TWO OPTIONS: 8

Quick view the Employees brief information

View Employees detailed information

Part 1: Quick view the Employees brief information

3.1. On the left column of the page under the organisations name, select the tab Branches to view the branchs details page.

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In the Branchs details page, you can view the employees information in the Employee segment. If you want to add a new employee to the organisation, click Add Employee and complete the next form.

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Here are the fields you need to fill in to add in a new employee:

First Name

Last Name

Email

Gender

Country code

Phone

Referral: how that person know this organisation

Follow up status: what is the next step for this going-to-be employee

Opportunity Manager: choose this going-to-be employee to be the manager of the selected opportunities

Part 2: View Employees detailed information

3.2. Click the Employees tab to view the following detailed information of an employee:

Search Branch: (automatically opens the top branch in the branch list) search for a specific branch using any kinds of keywords

Search Employee: search for a specific employee using any kinds of keywords

Employees name

Phone number

Email address (copyable)

The current employees status: Approved / Reject

Assigned Opportunities: the number of opportunities this person is assigned as the manager

Search (opportunity): search for any opportunity using keywords

Filters:

Program: type of the being searched opportunity (GV, GT, GE, LV)

Status: the status of the being searched opportunity (Open; Draft; Removed; Withdrawn; Rejected; Declined; Under Review)

Sometimes, you may want to edit some information regarding the profile name and contact details of an organisation. This article will show you how.

Access the Organisation page by clicking on the Organisation button on the sidebar on the left side of the screen. The icon is displayed as below:

Find the wanted organization and click on its name.

For example: Organisation 1

On the left sidebar, click on tab Details to access details information of the organisation.

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There are two sections: Profile and Contact Details. Click on the pencil icon next to the title name to start editing the information. A form shows up and you can type down the desire input.

picture of the details tab

Profile:

Name: the displaying name of this organisation

Contact Details:

Phone: the phone number of this organisation

Email: the email address of this organisation

Website: the website address of this organisation

Address Line 1: the primary address (headquarters) of this organisation

Address Line 2: any secondary address line of this organisation

City: the city which this organisation is located in

Post Code: postal code of the city which this organisation is located in

Country: the nation in which this organisation is located

Facebook: the link to the Facebook social media page of this organisation

Instagram: the link to the Instagram social media page of this organisation

Twitter: the link to the Twitter social media page of this organisation

Linkedin: the link to the Linkedin social media page of this organisation

After adding the needed information, click Submit to save the information. Done!

Here are the steps to edit an organizations information.

Access the Organisation page by clicking on the Organisation button on the sidebar on the left side of the screen. The icon is displayed as below:

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Find the wanted organization and click on its name.

For example:

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Click on the edit button which is next to the organization status title.

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In the next page, you can edit the following information:

Cover Picture:

Click on the Cover Picture [picture] on the top left side of the cover picture.

Browse and choose the desire picture. The desire ratio is 1:1 or square size.

Avatar Picture:

Hover upon the cover picture of the organization.

Click on the button appearing on the top right side of the screen.

Browse and choose the desire picture. The desire ratio is 16:9 or square size.

Social Media:

Click on the social media platforms icon.

Type in the link of the organisations social media site.

Click the check [picture] button.

Editable Box: There are three editable boxes which you can type in any information:

Hover on the editable box

Click on the appeared pencil (top right of the box) to enter edit mode

There are two lines to edit. Upper text: big size, blue color, italic. Lower text: small size, black color, italic.

Click check [picture] to register the change.

Premium Partner:

Hover on the Premium Partner box

Click on the appeared pencil (top right of the box) to enter edit mode

Click on the check box to turn on/ off the Premium Partner recognition

Click check [picture] to register the change.

Click Save Changes at the bottom right of the screen to save all the changes.

Get back to other pages by click back on the browser and choose OK on the pop-up model.

You have some organisation no longer in partnership and want to archive it so that no one will be able to interact with it, here are the steps to do so.

Warning: once archived, action cannot be undone.

Access the Organisation page by clicking on the Organisation button on the sidebar on the left side of the screen. The icon is displayed as below:

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Find the wanted organization and click on its name.

For example:

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Click on the Approved button next to the Organisation Status title. Choose Archived.

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All done. Now you have archived the organisation!

Notice: if you try to edit the Organisation Status, you are no longer able to. There will be a pop-up warning you unable to do so.

You can edit the detailed information of an organisations branch. Here the steps to do so.

Access the Organisation page by clicking on the Organisations button on the sidebar on the left side of the screen. The icon is displayed as below:

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Find the wanted organization and click on its name.

For example:

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On the left column of the page under the organisations name, select the tab Branches to view the branchs details page

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In the Branchs details page, you can view and edit the following information:

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Branch Detail:

Name: the name of the branch

Address: the address of the branch. You can include house number, street, district, city, country.

Scope: the scale of responsibility of the branch. There are: Local, National, Global.

Parent: N/A

Billing details:

Billing Address: The address of the registered branch paying the bill to AIESEC.

GST/ VAT number: the GST (Goods and Services Tax) or VAT(Value Added Tax) number

Post Code: postal code of the city in which the branch is located

City: the city the branch is located

Employees:

Add Employee: you can add more employees to this organisation here

Search: you can search and check if a person belongs to this organisation and where that person comes from

Billing:

Pending Items: the items which the branch has to pay.

Invoiced Items: the invoiced of the branch after paying for the item.

Checking the opportunity status is crucial, especially if you are the responsible person of creating, publishing and maintaining the opportunity in order to make the appropriate action. Here are the steps for you to check the status of the opportunity.

Accessing the opportunity page by clicking on the Opportunities option on the left sidebar of the screen.

Picture of the icon

Having the page displayed, clicking directly to the title of the opportunity you wish to open.

Picture of the op page

Picture of the detail OP page

The Opportunitys status will be in the box in the middle of the screen, next to the title Opportunity Status.

Notice 1: There will be a percentage bar below the title name to show the completion rate.

Notice 2: Here are the list of the types of status

Draft: the opportunity is still in the creating process, it has not been published yet

Open: the opportunity is open. If you wish to edit the information, please refer to the Editing Opportunity help page.

And that is done! Enjoy working with the opportunity.

When it comes to unpublishing an opportunity, here are the steps to do so.

Step 1: Accessing the opportunity page by clicking on the Opportunities option on the left sidebar of the screen.

Picture of the icon

Step 2: Having the page displayed, clicking directly to the title of the opportunity you wish to add notes.

Picture of the op page

Step 3: In the next page, scroll down below to view the Notes section. Type the new notes content into the Add some comments bar, click the button labeled Submit to successfully register the note.

Picture of the detail OP page

And that is done! You have added a new note to the opportunity.

You have some organisation which you may want to add a person from your side to beresponsible for it.

Access the Organisation page by clicking on the Organisation button on the sidebar on the left side of the screen. The icon is displayed as below:

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Find the wanted organization and click on its name.

For example:

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Click on the Plus sign under the title of the Managers box.

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Search for the Employees/ Leads name you want to add as the manager, then click on his or her name to register that person as the manager. All done!

If you want to delete the assigned manager, hover the mouse on the manager avatar, then click the red X [picture] icon.

Hello people from all over the world!

This post is a bit more practical and it will teach you how to report bugs in the best way possible. It is really simple, follow the the steps below:

Before recording your screen to submit to [email protected], press keyboard shortcut Ctrl Shift J (on Windows) or Command Option J (on Mac). It should open this screen:

After this, click in Network:

Start your recording normally

Submit your ticket with therecording, plus screenshots (if applicable) and always put EP/OP IDson your tickets for us to identify better what is happening.

This simple action can help us a lot to understand what is happening to you and we can solve your issue faster.

In this article we will be understanding how to add a new opportunity to the database. Follow these steps and you will be able to create one!

Accessing the Opportunities page by clicking on the "Opportunities" icon (second option) on the left sidebar of the screen. The icon is as below. aiesec.org

There is a button next to the profile picture on the top right part of the screen. Click on it and choose one of its drop-down options (GV, GE or GT)

A new form turns on. Now you fill in the information. Depending on the type of opportunity, the form might be different in terms of the required information.

Picture 1: GV Opportunity

Picture 2: GT Opportunity

Picture 3: GE Opportunity

Here is the breakdown of some required information when creating a new opportunity:

Title: the name of the opportunity

Host LC: The LC which this opportunity belongs to

Number of openings: Number of the position open for this opportunity

Application close date: the final date accepting application

Start date: The starting day of this opportunity

End date: The end date of this opportunity

Organization: The organization which this opportunity belongs to

Branch: The specific branch (if available) of this organization

Product duration: How long this opportunity last (3 weeks, 6 weeks, etc.)

Sub Product(for GE and GT): Sub product of the opportunity.

Note 1: you have to add a new organization if you are adding an opportunity for a new organization which does not existyet in the database.

Click the blue Submit button at the bottom right to finish adding new opportunity.

Then you'll be shown the draft of your opportunity profile page, which means it is not available for the public yet. Click the Edit button, right next to your Opportunity Status bar, to build your opportunity page with further details

Now you will be shown a prototype of how your opportunity will be displayed on aiesec.org for the EPs. Please fill all spaces with the required information, clicking on the pencil button next to every section. Pay attention to your entity's opportunities guidelines and requirements in the process.

Once you're done, click on Back to Opportunity to access its profile page again and then on the Open button right under Edit to publish it on (notice that, depending on your role and position, you may not have permission to open draft opportunities. Please talk to your LCVP or your MC about it)

Filter is a very essential part of making your data searching life become less time-consuming. Therefore, after saving a filter, it is best to know where to access the saved ones. This article will show you how to do that on the Organisation page.

View and turn on the saved filter

Click on the second option on the left sidebar of the screen. It looks as below:

On the Opportunities page title, there is a or the title Opportunities and a dropdown icon next to it. Click on the dropdown icon or the title Opportunities to view the saved filter(s).

After choosing the desired filter, the data table automatically displays the filtered result.

Delete saved filter:

Access the Opportunities page

View the saved filter by clicking on the dropdown icon or the title Opportunities

Click on the X button next to the saved filter you want to delete.

You can fasten your CRM task by loading saved filter options. Here are simple steps to load the saved filter. In this article, we will try creating and loading the saved filter on the Opportunities page

Save a new filter

First, you can access the Opportunities page using the Opportunities button which is the first option of the left side panel.

After accessing the page, you will see the following screen. Click on the type of filter as you want to use and choose the correct value in the drop-down menu. For example: Background -> Accounting

After choosing the desired filter, press Save filter for future use

A window will pop-up for you to enter your filter name. You should type in a name that will help you remember quickly next time. For example: Filter 1

Now you can gain access to the saved filters by clicking on the Opportunities title or the nearby drop-down.

Using a saved filter

You can left-click on the name of the saved filter you want to use.

In this example, click on Filter 1

Done! The table will refresh instantly and only display results which have the required filter requirement(s).

Opportunities page is where you have access to opportunities and projects around the world hosted by AIESEC. In this article, you will have an understanding of various Opportunities' features and how to use those functionalities

I. Accessing the Opportunities page and its subpages

Accessing the Opportunities page

Method 1: On the sidebar on the left of the screen, there is an icon as below picture. Click on it and you get directly into the Opportunities database page

Method 2: Hover upon that icon on the left sidebar. There will be a model pops out with several options. Click on Opportunities to access the page

Accessing Opportunities subpages

Hover upon the second icon (as above picture)

A model appears with a list of options. Click on the subpages other than Opportunities to access the page. Here are the explanations of the subpages:

Opportunities: page which you can see all the opportunities that are available for you to access (view, edit, delete)

Opportunities I manage: page which you can see all the opportunities which are assigned as a manager

Opportunities of my Committee: page which displays all the opportunities managed by your Committee

Accommodations: displays all the accommodation where the EP could reside

II. Understanding the "Opportunities page

Picture: Main page of Opportunities site

1. Opportunities Title & the Saved Filter

Filter is a very essential part of making your data searching life become less time-consuming. Therefore, after saving a filter, it is best to know where to access the saved ones.

Open saved filter:

On the Opportunities page title, there is a or the title Opportunities and a dropdown icon next to it.

Click on the dropdown icon or the title Opportunities to view the saved filter(s). After choosing the desired filter, the data table automatically displays the filtered result.

Delete saved filter:

Clicking on the dropdown icon or the title Opportunities

Click on the X () button next to the saved filter you want to delete. Done!

2. Search

Search the opportunities that you want to find by their opportunity name.After typing in the keywords, you will see a list of the opportunities that fit your search result displaying automatically.

3. Filter options

Filter helps you to look up data with a specific one or a few criteria.

The criteria are the types of information that one EP has when they send an application or the specific one which is used for the CRM process of AIESECers.

The system will automatically check if the criteria you have chosen matched with that written in an EPs application. It only shows the result which is matched.

There are many filtering options below.

Application Close Date:Filtering opportunities by their application close date range.

Backgrounds:Filtering opportunities by their background. (Example: If "Accounting", "Chemistry" and "Arts" are selected, it will return the opportunities that has at least one of these backgrounds.)

Branches: Filtering opportunities by their branches.

Committee:Filtering opportunities by their Host LC or Parent Entity. (Example: If LC X is selected, it will return the opportunities from LC X. If Entity Y is selected, it will return the opportunities from all LCs in Entity Y. The user can only use this filter for the LC/Entity that he/she has an active role on EXPA3.)

Duration: Filtering opportunities with their minimumand maximum duration.

Earliest Start Date:Filtering opportunities with their earliest start date.

GEP Opportunities: Filtering opportunities according to their GEP Status.

Languages:Filtering opportunities by their languages.

Last Updated:Filtering opportunities by their latest activity date status.

Latest End Date:Filtering opportunities by their latest end date.

Managers:Filtering opportunities by their Opportunity Managers.

Organization Type: Filtering opportunities by their organization type.

Organizations: Filtering opportunities by their organization name.

Created Via: Filtering opportunities by the platform that they are created, POP or EXPA.

Product:Filtering opportunities by the product that is selected, GV, GE, GT or LV.

SDG: Filtering opportunities by the SDGs that is assigned to them.

Skills:Filtering opportunities by the skills that are added.

Status:Filtering opportunities by their status of the application.

Sub Product: Filtering opportunities by their sub-products for GT opportunities.

Tags:Filtering opportunities by the tags that are set manually on EXPA3.

Work Fields: Filtering opportunities by their work fields.

To start setting up a specific criterium, click on the type of criterium you see relevant the most. You can try searching for a criterium in the Search bar at the top (1)

Choose the most appropriate option or Type-specific value(s) that you want to use as the filtering value for the searched results. Done! You have selected a filter!

E.g. 1: Languages options

E.g. 2: Interviewed options

E.g. 3: Latest End Date option

4. Opportunity Count

This part shows how many opportunities are being shown at the page in the total number of opportunities that fits the filter(if applied).

5. Bulk Options

You can select one (or several) opportunities by clicking on the square box at the beginning of an opportunity line.

After you have selected multipleopportunities, you can use the Bulk Options button that helps you to perform one of the following bulk actions:

Assign Managers:Bulk assigns Opportunity Managers to the selectedopportunities.

Unassign all Managers:Bulk un-assign all Opportunity Managers from the selectedopportunities.

Add Tags:Bulk assign tags to the selectedopportunities.

Open Opportunity:Bulk opens the opportunities that are selected.

6. Sort By Button

You can sort the result that you got by:

Created at:It will sort theopportunitiesregarding the date they are created, ascending or descending.

Applications Closing:It will sort theopportunitiesregarding the application closing date, ascending or descending.

Start Date:It will sort theopportunitiesregarding the start date, ascending or descending.

End Date:It will sort theopportunitiesregarding the end date, ascending or descending.

Duration:It will sort theopportunitiesregarding the duration, ascending or descending.

Last Updated:It will sort theopportunitiesregarding the change date, ascending or descending.

7. Columns Settings Button

By using this Setting button, you can select the columns that you want to see in the data table below. As you can see there has been, by default, the column of Title, Organization, Status, etc.

Here is the list of the available columns:

Title: Shows the column that includes the titles of the opportunities.

Organization: Shows the column that includes the names of the organizations that the opportunities belong to.

Status: Shows the column that includes the status of the opportunities.

Managers:Shows the column that includes the Opportunity Managers of theopportunities.The managers can be added, changed or removed by the pen button which will appear when you hover on the managers(if no manager,"---"sign)of the opportunity.

Applicant Count: Shows the column that includes the applicant's number of opportunities.

Close Date: Shows the column that includes the close date of the opportunities.

Start Date:Shows the column that includes the start date of the opportunities.

Home LC:Shows the column that includes the Home LC of theopportunities.

Home MC:Shows the column that includes the Home MC of theopportunities.

Created At:Shows the column that includes the date that the opportunities are created.

GEP: Shows the column that includes the GEP status of the opportunities, as "NO" or "YES".

Branch:Shows the column that includes the branch name of the opportunities.

Programme:Shows the column that includes the programme name of the opportunities, as "GV", "GE", "GT", or "LV".

End Date:Shows the column that includes the end date of the opportunities.

Opened At:Shows the column that includes the date that the opportunity is opened.

Openings:Shows the column that includes the number of openings for the opportunities.

Tags:Shows the column that includes the tags that are assigned to theopportunities. The tag can be added, changed or removed by the pen button which will appear when you hover on the tag(if no tag,"---"sign)of the opportunity.

Tags helps you search with specific tagged name. Here are the simple steps to tag one target in the Opportunities.

First, you can access the Opportunities page using the Opportunities button which is the second option of the left side panel of the website.

Hover the mouse over the Tags column of the opportunity you want to edit the tags value. (If you cannot see the Tags column, please refer to Note 2 and Note 3 below)

Click on the pencil icon. A text box will appear. Type down the tag you want to tag the opportunity.Note 1: In case you do not know which words to name the tag, you can use the words representing features of that opportunity for better memorization and searchings speed later on.

After finishing typing the name, click the blue check button at the bottom right corner of that text box. If you do not want to modify, click the orange cross button.Note 2: Slide the bottom bar to the right to see the other columns Note 3: In case you cannot see the Tags column, you can do as follow to show it:

Press the "Column Options" icon on the bar at the far right centre of the screen.

Slide down to see the Tags option

Click to enable it, and done!

Understanding an opportunitys detailed information is critical in the working process of either iGT, iGV or iGE. This article will show you how to view the profile page of an opportunity as well as some of the main features.

View the Opportunity Overview page

Accessing the opportunity page by clicking on the Opportunities option on the left sidebar of the screen.

Having the page displayed, clicking directly to the title of the opportunity you wish to open.

Picture: The Opportunity Profile page

Duplicating Opportunity

Duplicating an opportunity can significantly help you reduce the amount of time trying to create a new opportunity which consists of the same characteristics of many previous ones.

There is a three-dots button next to the name of the opportunity. Click on it and the Duplicate Opportunity will display.

Click on the Duplicate Opportunity button and after successfully duplicating the opportunity, a model appears to notice your successful duplication. And done, you have duplicated the opportunity.

Notes 1:

You can click on the here button to view the newly duplicated opportunity

You can click on Cancel to dismiss the popup model.

The newly created opportunity will have the suffix Duplicated and the status is changed to Draft

View Opportunitys Status

Checking the opportunity status is crucial, especially if you are the responsible person of creating, publishing and maintaining the opportunity in order to make the appropriate action. Here are the steps for you to check the status of the opportunity.

The Opportunitys status will be in the box in the middle of the screen, next to the title Opportunity Status.

Notice 1: There will be a percentage bar below the title name to show the completion rate.

Notice 2: Here is the list of the types of status

Draft: the opportunity is still in the creating process, it has not been published yet

Open: the opportunity is open. If you wish to edit the information, please refer to the Editing Opportunity help page.

Unpublishing an opportunity

In the Opportunity Status block, click on the red button labelled Unpublish, below the Edit button

And that is done! You have unpublished an opportunity.

Notice 3: The screen will now display the opportunity with the statue labelled Removed indicating successful unpublishing.

Notice 4: Whenever you wish to reopen the opportunity, just click on Open below the Edit button in the Opportunity Status block.

Add a note to an opportunity

Scroll down below to view the Notes section. Type the new notes content into the Add some comments bar, click the button labelled Submit to successfully register the note.

Add tasks to an opportunity

In the middle right part of the screen, there are "Pending Tasks" showing the available tasks.

If you want to edit (add/ remove tasks), click Go To Tasks or click on tab Tasks (on the column under opportunity's title) to access detail tasks of the opportunity.

At the top of the screen, click Add beside the page title to add new Task

In the next window, type in the desired information to edit the new task.

Tick box: tick this checkbox if you want to show the task as completed

Type name of the Task: edit the name of the task

Assign To: the person you want to assign this task to.

Deadline: the final date the person must finish and submit a tasks requirements

Type:

Binary: a regular task with the name used to indicate a tasks requirement

Percentage:

# Start: the current/ starting point of a percentage measurement

# Finish: the required point of the percentage of this task

Currency

Currency: type of currency

# Start: the current number of own money in a specific currency

# Finish: the target number of own money in a specific currency

Numeric

Start: the current/ starting number of this task

# Finish: the final specific number must be achieved

After adding the needed information, click Add Task to save the information. Press Cancel if you want to discard the edited task.

Adding a pre-screening question to an opportunity

On the tabs column under the opportunity' title, click on the tab "Setting"

In the Setting page, click the "Add Question" button to add a new question.

Fill in the next pop-up window to edit the question's details:

Question box: type in the question you want to ask here

Type of answer: choose the correct expected type of answer:

Multiple Choice: you define several answers for the candidate to choose one only

Paragraph: long text answer up to a paragraph

Checkbox: you define several answers for the candidate to choose one more

Attachment: the user can upload attachments

Text: short text answer

4. Click "Save Changes" to register the question. Done!

Notice 5: If you want to rearrange the question, click and hold the three-dash icon at the beginning of the question text box.

Notice 6: If you want to re-edit a question, click the pencil icon at the end of the question text box

Notice 7: If you want to delete a question, click the "X" icon at the end of the question text box

View an organisation's profile page of one opportunity

In the opportunity profile page, click on the link under the opportunity's name, which has a diagonally pointing-up arrow.

You have quickly accessed the profile page of the organisation which this opportunity belongs to.

Update November 21, 2019 7am GMT -5: Based on a spot check from the platforms team applications from the last 1 year are now appearing in YOP and in all parts of EXPA. Analytics will still be incorrect until 25th November, Monday, 5AM GMT. If you are missing an application in EXPA please report it [email protected] and if an application is not appearing in YOP report it to [email protected].

Currently we are facing some performance issues on the infrastructure on all platforms. That might affect external integrations as well.

Currently after an EP applies the application is not appearing in the YOP users application page and in EXPA application CRM (List view). The issue started on November 18th. Any AIESEC member or YOP User can check their application page with the application ID on the links:

EXPA: https://expa.aiesec.org/applications/ID

YOP: https://aiesec.org/my-applications/ID

You should be able to check your applications normally starting at 21st November, Thursday, 12PM GMT.

To be clear: The applications are being created, but they are not being shown in the CRM and YOP and EXPA profile! Until 21st November, Thursday, 12PM GMT, which is when you will have access to the applications again in the CRM, we will be updating a file called Applications from 2019-11-17 to 2019-11-20.csv every 2 hours with the application links for you to be able to check the applications. The file can be found at aies.ec/nov19data in the folder Pink and Yellow Forms and can be accessed only through an aiesec.net account.

HOW TO USE THE FILE IN THE NEXT FEW HOURS?

EXPA: You click directly in the link provided in order to access the application from your entity in EXPA.

YOP: Send this link to the EP for he/she to be able to access the application and sign the AN, Fill out LDA, Input flight details and all actions an EP does in its application profile.

WHERE CAN YOU SEE THE OPPORTUNITY/EP MANAGER?

You can check the managers of the EPs in the conversations tab in EXPA application page.

___________________________

There was also a delay being caused in the masked emails being delivered to users, we are working on fixing this so that emails will arrive in a timely manner. This should no longer be the case.

In order for the issue to be fully solved, we will be running a fix until 25th November, Monday, 5AM GMT, which will affect the Performance Analytics until this date and time. This is our first priority and we are working in way to not affect your operations.

SHARING POLICYThe files can be accessed by all users with an @aiesec.net email address. This means that you can now simply forward this email to your network and ensure they use their @aiesec.net emails to open the folder. Please share these files with your network!Please do not send access requests, if you cannot access the drive use an @aiesec.net email to open it.

1. Log into your EXPA account and click on the 6th icon on the left side bar of the window, which will take you to the Committees section. [email protected]

2. Then, you'll see a list of committees and entities. Type your entity's name in the search bar.

3. Open your entity's page and you will find the option Manage Committee on the list under your entity's name.

4. Once you click on that, you will find a page with all the existing members of your committee. You will find the button Add Member & invite to Expa on the right side of the page.

5. For new members, Click on invite to Expa

6.For Members already invited to expa click on the Add Member button and a pop up window will show you two options: Search member or Add Members by email.

7. In the search bar, you can type the member's name and select them from the list that wil be shown. You can select multiple members at once. Once they're selected just click on the Add Members button at the corner and your job is done.

8. Or you can add them by email. Just type their email on the second bar and they will automatically be added to your entity.Any further questions? Feel free to hit us up at

1. First, you need to create an aiesec.org account. It's pretty simple! Go to the website and click on Sign Up on the upper right corner.

[email protected]

2. Then, fill the form with all the required information and click on Get Started. That's it! aiesec.org account ready to go!

3. After that, you need to be assigned to a position on EXPA in order to access it. Just talk to your LCVP PM/TM, give them the email you use to log in to aiesec.org and ask them to do it. Here's na article about how to assign members to EXPA.

4. Once you're assigned, you just need to type expa.aiesec.org on your browser and put in the same credentials you use to log in to aiesec.org.

5. Now you're on EXPA! Ready to work?

Any further questions? Feel free to hit us up at

1. So the first thing you'll see on your homepage is a message board from the AI with some relevant information about the platform

[email protected]

2. Below it, you'll see all your pending tasks

3. To the right, there's a timeline with the platform's recent updates

4. Above, in the upper right corner, you'll see your profile miniature. If you click on the down arrow beside it, you'll find the options: My Profile, My Committee, Settings, Go back to v2 and Logout.

5. On the leftside bar you'll find all EXPA sections and CRMs. The 1st icon leads to the People CRM. Here is where you can find and manage your LC's EPs. It's where most of oGX members' work happens.

6. The 2nd icon is the Opportunities section. Here is where you will be able to manage your LC's opportunities. A great part of iCX members' work happens in this section.

7.The 3rd icon is the Applications CRM. Here you'll be able see and manage your LC's EPs' applications, if you're an oGX member, or your LC's opportunities' applications, if you're an iCX member.

8. The 4th icon is the Organizations CRM. Here you'll find and manage all your LC's partners organizations who run your opportunities and their employees. ICX members use this section a lot on their daily jobs.

9. The 5th icon is the Comittees's section. In here you can find all AIESEC's local committees and entities around the world, including yours.

10. The 6th icon is the Analytics section. Here you will be able to check different types of data about your LC and others in order to make important analysis and decision making

11. The last icon is the Support. Here you can access the Help Center to learn more about EXPA 3, report bugs or ask for the Support Team's help and also provide feedbacks about the platform.

Any further questions? Feel free to hit us up at

Log into your EXPA account and click on the 6th icon on the left side bar of the window, which will take you to the Committees section.

Then, you'll see a list of committees and entities. Type your entity's name in the search bar.

3.Open your entity's page and you will find the option Manage Committee on the list under your entity's name.

4. Here you'll find all you entity's existing teams. Click on the one you want to edit.

5.Now you'll see a team structure which starts with the Team Leader and branches out to the Team Members. To add new members just click on the plus button in the spots available.

6. A popup window will show. Here you need to put the member's position title, their function (i.e. to which area they belong), the starting and ending dates of the role and, finally, the member's name.

7.You can turn any Team Member into a Team Leader of a new team just by adding new members on the spots under them in the structure.

8.You can delete a member from a team at any given time by just clicking on the red X icon that appears when you hover the mouse over their names.

9. or you canedit a member's role information, just click on the pencil icon that will appear when you hover your mouse over their name,then, a popup window will appear with the member's role information, such as Title, Function, Start and End Dates. Just click on the ones you wish to update.

Ie : Don't add members or Team leaders to the EB Team, because EB team section has more advantage than other teams

Winter is starting to happen in Canada and so are some great EXPA3 features and improvements. We are excited to share a number of new additions to our platform designed to help you customize and optimize your everyday work

November 2019

Last updated: November 19, 2019

NEW FEATURES

Invite New Member to EXPA:It is a lot easier now to invite new members to EXPA. Go check it out in your LC Page.

View Flight Details in EXPA:Is your EP arriving tomorrow and you don't know the time for the pick up? We have a solution for you! Chek the timeline section of the application to see the flight details of your EPs.t details of your EPs.

IMPROVEMENTS

Standards and NPS in Application Profile:It go way easier to see a summary of the standards fulfillment and NPS of a specific application. Go to any EP's application profile and follow it up.

New LDA Layout:Go to your membership section to check out more detailed information about your Leadership Development Assessment (LDA)

Analytics improvements:It now easier to filter only the data you need to see in performance analytics.

We share this to keep AIESEC informed, but also we are interested in your feedback. Sometimes we might make mistakes and make adjustments to our plans as needed. Your feedback and the feedback from customers help us shape this roadmap and improve the future of EXPA. Please send any inputs to Thales Lopes at [email protected].

People Statuses

Open: The person has registered on aiesec.org but has not applied to any opportunities yet. Applied: The person has applied to at least one opportunity. Accepted: The person has been accepted to an opportunity and has signed the acceptance note. Approved: The person is confirmed for exchange, has paid all fees and fulfilled all requirements, and is ready to go on exchange. Finished: The person has been on an exchange experience but has not been delivered the required standards to be marked as Complete yet. Completed: The person has been on an exchange experience and all the required standards were delivered. Deleted: The person has deleted their account.

Application Statuses Open: The person has applied to the opportunity and is waiting for next steps. Accepted by Host: The person has been accepted by the hosting entity of the opportunity but has not confirmed their acceptance yet (i.e. by signing their acceptance note). Accepted: The person has been accepted to the opportunity and has signed the acceptance note. Approved by Home: The person is confirmed for exchange, has paid the exchange fees and has fulfilled all requirements from the home entity's side, but is still pending approval by the host entity. Approved by Host: The person is confirmed for exchange, has paid the exchange fees and has fulfilled all requirements from the host entity's side, but is still pending approval by the home entity. Approved: The person is confirmed for exchange, has paid all fees and fulfilled all requirements, and is ready to go on exchange on the opportunity. Realized: The person has attended work and is currently on an exchange experience. Finished: The person has been on an exchange experience but has not been delivered the required standards to be marked as Complete yet. Completed: The person has been on an exchange experience and all the required standards were delivered. Rejected: The person did not successfully pass one of the stages to go on exchange. Withdrawn: The person withdrew their application. Declined: The person declined to accept this experience. Approval/Realization/Acceptance Broken: The person's approval/realization/acceptance was broken.

Opportunity Statuses Open: The opportunity is published and visible on aiesec.org. Draft: The opportunity has not been published to aiesec.org. Under Review: The opportunity has been submitted for review before being published on aiesec.org. This can only be triggered from POP. Removed: The opportunity was once open but is now unpublished from aiesec.org. Expired: The opportunity close date has passed. All Openings Filled: All openings for this opportunity have been filled.

1. Login into EXPA using your login Email ID and password. Click on the second icon on the left side of the window.

[email protected]

2. Click on "People".

3. On the left corner, under "People", you will find a search tab. Type the EP's name and click enter to search.

4. Click on the EP's name to open the EP's profile. You will find an option called "Managers".

5. Click on the plus sign (+) and type the person's name you want to assign as EP manager. Wait till the name pops up.

6. Click on the person's name and there you go! You have assigned an EP manager successfully!

Any further questions feel free to hit us up at

Now users can decide how to better visualize their EPs on EXPA3. Besides the traditional table view, that organizes items in lines with columns showing the details of every item, now People CRM can also be switched to a Kanban Board view.

Don't know what a Kanban Board is? It's an organization tool that sorts items in cards format along columns that represnt the stages of a process. The idea behind it is to show, from left to right, how items are moving along the process and having porgress.

1. As you can see below, to switch the view you just need to click on one of the two options in the upper right corner of the screen

[email protected]

2. In the Kanban Board view, you can see all your EPs cards separated in columns that represent in what stage of the Follow Up funnel they are:Not Followed Up Yet, Contacted, Call Back Later, Could Not Connect, Interested, No Response, Not Interested for Now, Invited to Interview and Other.

3. The cards show some quick informations, like when the EP was last active and which members are their managers

4. You can also make some quick actions right from the EP cards, like copy their email address, by hovering the mouse over their last active info

5. As well as quick assigning members from the card's plus button or unassigning them by simply clicking on the X button that appears when you hover the mouse over their miniatures

6. Finally, you can move the EP between columns to signal their progress along the process. To do so, just click and hold the wanted card and drag them to the next column.

7. Kanban Board view is also available to the Employees CRM and soon will be added to other section as well.

Any further questions? Feel free to hit us up at

Opening EPs one by one to assign managers and accepting them going back and forth from their applications is a thing of the past. With the newest Bulk Actions feature you now can edit multiple items at once in People, Opportunities, Applications and Employees CRMs. Take a look!

1. What you need to do is to access the wanted CRM and select the boxes beside every item you want to edit. You can also select all items shown in a view by just clicking on the first box of the table.

[email protected]

2. Then, click on the gear icon on the upper right corner of the table to access your options. Different types of bulk actions are available according to the section. For example, in People CRM you can Assign and Ussasign Managers, Add Tags, Edit Follow Up and Copy the email address of multiple EPs at once.

3. In Opportunities Section, you can Assign and Unassign Managers, Add Tags and Open muitple Oportunities with one click.

4. In Applications CRM, the bulk actions available are Add Tags, Accept and Reject Applications and Copy EPs email addresses

5. Finally, in Employees CRM you can also Assign and Unassign Managers, Add Tags, Edit Follow Up and Copy Employees' email adresses.

Any further questions? Feel free to hit us up at

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

[email protected]

2. Now, you're going to access the EP's personal information by clicking on Details, the second item on the list below the EP's name.

3. In this section you'll find all the information provided by your EP such as contact information, skills and background, academic and profesisonal experience, etc. To edit them, just click on the pencil icon beside the information you want to update.

Any further questions? Feel free to hit us up at

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

[email protected]

2. Now, you're going to access the EP's personal information by clicking on Details, the second item on the list below the EP's name.

3. In this section, you'll find all the information the EP provided. Their contact information is right in the first group, Personal. Check their email and phone number.

4. Notice the EP's email address is masked. This is due to the European Union General Data Protection Regulation (GDPR), but don't worry, you can still contact them via email. Just click on the copy icon beside the masked address and paste it on the recipient space of you email before pressing send.

5. Do you want o know more about GDPR? Read it here.

6. If you're na iCX member, read this article to learn how to find EPs' contact information via Applications CRM.

Any further questions? Feel free to hit us up at

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

[email protected]

2. Now, you're going to access the EP's application by clicking on Applications, the fourth item on the list below the EP's name.

3. In this section, you will find all the opportunities to which the EP has applied so far and their statuses.

4. Here you can use the searchbar to look for specific opportunities, as well as use the filters above to change which ones you can see. You can also change which columns are visible in the table by clicking on the columns icon on the right corner.

5. To know more about each application, just open it by clicking on the opportunity's name and you'll see its details on a popup window.

Any further questions? Feel free to hit us up at

Keeping track of your EPs just got eaiser in EXPA 3. With the Follow Up feature even more information about your EP process can be made available with just a click of the mouse. Here's how to make the best out of it:

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile. [email protected]

2. Once you're there, you can access the Follow Up feature right on the Overview page. It's on the right side of the page, where It's written Follow Up over a drop down list of statuses.

3. The objective is to use this feature to point out what has already been done or still needs to be done about the EP's process. The available options are: Call back later, Contacted, Could not connect, Interested, Invited to INterview, Next cycle, No responde, Not interested for now and Other.

4. Another useful item for EP Management is the Interview feauture. Right to the left of the Follow Up section, you'll find a drop down menu where you can mark the EP as Interviewd or Not Interviewed. This is useful to keep track of the EPs that have already been to a session about AIESEC's Exchange and its Projects with your LC.

5.Once your EP has their Interview and Follow Up statuses updated, you can view them right from the People CRM page by just making this information available in a column. To do it, just select Follow Up on the columns list that will d be shown once you click on the columns icon io the right corner of the table. Contacted at and Contacted by are other quite useful information, related to Follow Up, that you can make visible in a column.

6. You can even filter your EPs according to their Interview and Follow Up statuses. If these filters are not visivle on your People CRM page, please click on More in the filters section and select them from the list that will be shown.. The Last Updated filter is also very useful to track the changes that have been made to their statuses.

7. Don't know how to use filters? Check this article here.

Any further questions? Feel free to hit us up at

Are you the type that needs every step of your EP's process detailed somewhere to keep the right track of it and think that all those statuses, follow ups and tags are not enough? EXPA 3 has just the right feature for you. With Notes you can add comments, memos and extra information about every EP of your LC. Here's how to use it:

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile. [email protected]

2. Once you're there, you can access the Notes section right on the Overview page. It's right down below, next to the Tags section.

3. To use it, just write down the comment, memo or extra information you need on the space available and press submit.

4. After you submitted it, the note will be available right below in the section, with the most recente shown first. You can use the scroll bar to read them all.

5. Besides adding notes about the EP 's process in their Overview page, you can also add notes to their applications individually. To do such, just go to the Applications section in the EP's profile (It's the 4th item in the list under the EP's name).

6. Open the application you're looking for and add the note on the Follow Up section. It's the second item, right after Profile.

Any further questions? Feel free to hit us up at

Do you believe you need more ways to classify and track down your EPs than the filters allow you to? Dont worry, EXPA 3 Tags is just the feautere you need. Heres how to use it:

1. First, you need to access the EP's profile page. Go to the People CRM, by clicking on the 1st icon on the left side bar and then type their name on the searchbar. Once you see the EP you're looking for in the table, click on their name to open their profile.

[email protected] 2. Once you're there, you can access the Tags section right on the Overview page. It's right down below, next to the Notes section.

3. To use it, just write down the one or more tags you want attached to that EP on the space available and press add.

4. After you added it, the tag will be available right below in the section. Notice you can delete any of them at any time by just clicking on the X next to each of them.

5. Besides adding tags to the EP in their Overview page, you can also add tags to their applications individually. To do such, just go to the Applications section in the EP's profile (It's the 4th item in the list under the EP's name).

6. Open the application you're looking for and add the tagon the Follow Up section. It's the second item, right after Profile.

Any further questions? Feel free to hit us up at

1. First, you need to access the EP's profile page. Go to the Application of People, by clicking on the 3rd icon on the left side bar and then type their name on the search bar. Once you see the EP you're looking with the Opportunity he choose for in the table, click on their name to open their profile.

2. Then, you'll to access their Applications,Now you can change the Status of the EP.

3. if you click on the "Timeline" in the above Tabs, you can see the timeline and dates starting from "Applied"

If you don't know about the Application Status, you can go to this article, What do the different statuses mean?

Any further questions? Feel free to hit us up at

Peopl function is the most important function for users who are in oGV, oGE or oGT roles. EXPA3 is providing us a space that we can manage all of our EPs in its best way. In this article, we will see the attributes of the "People" Page.

Employees CRM

When you click on, It will direct you to expa.aiesec.org/people, where you can check the EPs that has signed up for your LC/Entity that you have an active role on EXPA3. When you hover on the, it will show you 2 options:

People: It will direct you to aiesec.org/people, which is the same page that you are directed when you click on .

People I manage: It will direct you to aiesec.org/people/my, which shows the EPs that you are assigned as EP Manager.

Keep in mind that, both "People" and "People I manage" have the same layout. Let's have look on our main "People" page.

1 - Search:

You can search the EPs that you want to find by:

Name

E-mail address

After you finish your search, you will see a list of the EPs that fits your search result.

2 - Filters:

You can use the following filters to have more exact results on "People" Page:

Age: Filtering EPs by their age range.

AIESECer: Filtering EPs if they are members or not. (Example: If "Yes" selected, it will return the list of EPs that have active role on EXPA3.)

Backgrounds: Filtering EPs by their background. (Example: If "Accounting", "Chemistry" and "Arts" are selected, it will return the EPs that has at least one of these backgrounds.)

Committee: Filtering EPs by their Home LC or Parent Entity. (Example: If LC X is selected, it will return the EPs from LC X. If Entity Y is selected, it will return the EPs from all LCs in Entity Y. The user can only use this filter for the LC/Entity that he/she has an active role on EXPA3.)

Earliest Start Date: [NOT USABLE]

Follow Up: Filtering EPs by the follow up that they are marked.

Gender: Filtering EPs by their gender.

Interviewed: Filtering EPs by their "Interviewed" status on their EP Page.

Languages: Filtering EPs by their languages.

Last Updated: Filtering EPs by their latest activity date status.

Latest End Date: [NOT USABLE]

Managers: Filtering EPs by their EP Managers.

Product: Filtering EPs by their application to the product that is selected. (Example: If GV is selected, it will show all the EPs with application statuses for a GV product.)

Products Interested In: Filtering EPs by their activity on YOP. (Example: If an EP has visited at least 3 GV opportunities, the status will automatically be GV.)

Referral: Filtering EPs by the referral that they selected when they were signing up on YOP.

Registered: Filtering EPs by their sign up dates on YOP.

Skills: Filtering EPs by the skills that they added on their profile on YOP.

Status: Filtering EPs by their status of application.

Tags: Filtering EPs by the tags that is set manually on EXPA3.

3 - EP Count:

This part shows how many EPs are being showed at the page in the total number of EPs that fits the filter(if applied).

4 - "Select All" Box:

By using this part, you can select all the EPs that is seen in the list and do the following operations from the settings button(10):

Assign Managers: Bulk assign EP Managers to the selected EPs.

Unassign Managers: Bulk unassign EP Managers from the selected EPs.

Add Tags: Bulk assign tags to he selected EPs.

Edit Follow Up: Edit the follow ups of the selected EPs.

Copy to Clipboard: Copy the masked e-mail addresses of the selected EPs.

5 - Columns:

By using this part, you can check the columns that is selected and order them. You can use the left-right scroll bar to see the columns that does not fit the page.

6 - Boxes:

You can select select EPs separately and use the same functions from the settings button(10) as mentioned in "Select all boxes".

7 - Edit EP Manager Button:

By clicking the "Pen" icon at the right side of the current EP Manager icon(if no manager is assigned, it will appear when you go over "---" sign), you can add, edit or remove EP Managers to the EPs without going to their profile pages.

8 - Copy to Clipboard Button:

You can copy the masked e-mail address of an EP by clicking on this button.

9 - "People" Button:

After you applied several filters, you will see 2 buttons at the right side of your filters:

Save Filter: It will open a box that allows you to save your applied filter.

Reset: It will reset all the filters applied.

To use your filters, you can click on this button to apply your saved filters or remove them.

10 - Bulk Options:

After you selected multiple EPs, in this part you can see the functions that you can use for them which are:

Assign Managers: Bulk assign EP Managers to the selected EPs.

Unassign Managers: Bulk unassign EP Managers from the selected EPs.

Add Tags: Bulk assign tags to he selected EPs.

Edit Follow Up: Edit the follow ups of the selected EPs.

Copy to Clipboard: Copy the masked e-mail addresses of the selected EPs.

11 - Sort By Button:

You can sort the result that you got by:

Contacted at: It will sort the EPs regarding to the date they are contacted, ascending or descending.

Created at: It will sort the EPs regarding to the date they created their profile, ascending or descending.

Interviewed at: It will sort the EPs regarding to the date they are interviewed, ascending or descending.

Updated at: It will sort the EPs regarding to their latest activity on YOP, ascending or descending.

12 - Columns Settings Button:

You can select the columns that you want to see from this button. It includes:

Managers: Shows the column that includes the EP Managers of the EPs.

Email: Shows the column that includes the masked e-mail addresses of the EPs.

Date of Birth: Shows the column that includes the date of birth of the EPs.

Status: Shows the column that includes the application status of the EPs.

Home MC: Shows the column that includes the Home MC of the EPs.

Home LC: Shows the column that includes the Home LC of the EPs.

Applications: Shows the column that includes the application number of the EPs. When clicked, it will show a pop-up the applications of the EP with "Opportunity Name, Application Status, Host LC Name and Host Entity Name". The user can go to the another pop-up by clicking one of the applications that, which will show the application card for that specific application.

Contacted At: Shows the column that includes the date of contacting to the EPs.

Contacted By: Shows the column that includes the person full name who marked the EP as "Contacted".

Signed Up At: Shows the column that includes the date that the EP signed up on YOP.

Tags: Shows the column that includes the tags that is assigned to the EPs. The tag can be added, changed or removed by the pen button which will appear when you hover on the tag(if no tag, "---"sign) of the EP

Follow Up: Shows the column that includes the follow ups that is marked for the EPs. The follow up can be changed by the pen button which will appear when you hver on the follow up(if no follow up, "---" sign) of the EP.

Lead Alignment: Shows the column that includes the lead alignment name of the EPs, which they choose it while signing up on YOP.

Products Interested In: Shows the column that includes the products that EP is interested according to their actions on YOP.

Referral: Shows the column that includes the referral that he EP chooses while they signed up on YOP.

Phone Number: Shows the column that includes the phone number of the EPs if they did not opt out from the system.

Nationality: Shows the column that includes the nationality of the EPs that they set on YOP.

13 - Switch View ButtonKanban Board :

Now users can decide how to better visualize their EPs on EXPA3. Besides the traditional table view, that organizes items in lines with columns showing the details of every item, now People CRM can also be switched to a Kanban Board view.

Don't know what a Kanban Board is? It's an organization tool that sorts items in cards format along columns that represnt the stages of a process. The idea behind it is to show, from left to right, how items are moving along the process and having porgress.

As you can see below, to switch the view you just need to click on one of the two options in the upper right corner of the screen

In the Kanban Board view, you can see all your EPs cards separated in columns that represent in what stage of the Follow Up funnel they are: Not Followed Up Yet, Contacted, Call Back Later, Could Not Connect, Interested, No Response, Not Interested for Now, Invited to Interview and Other.

The cards show some quick informations, like when the EP was last active and which members are their managers

You can also make some quick actions right from the EP cards, like copy their email address, by hovering the mouse over their last active info

As well as quick assigning members from the card's plus button or unassigning them by simply clicking on the X button that appears when you hover the mouse over their miniatures

Finally, you can move the EP between columns to signal their progress along the process. To do so, just click and hold the wanted card and drag them to the next column.

Kanban Board view is also available to the and soon will be added to other section as well.

When you click on expa.aiesec.org/people/my, It will direct you to expa.aiesec.org/people, where you can check the EPs that has signed up for your LC/Entity that you have an active role on EXPA3. When you hover on the, it will show you 2 options:

People: It will direct you to expa.aiesec.org/people, which is the same page that you are directed when you click on.

People I manage: It will direct you to, which shows the EPs that you are assigned as EP Manager.

Choose any of the EPs

Once you choose an EP, This Page will be Shown to you

I- Overview:

2.Applications: It shows the number of applications that the EP applied for

3.Accepted: it shows the Number of Accepted Application for the EP

4.Rejected: It shows the Number of Rejected EPs

5.Managers:It shows the EP managers for this EP, and You can Assign yourself or your Team

by Clicking

6.Interview: you'll find a drop down menu where you can mark the EP as Interviewd or Not Interviewed. This is useful to keep track of the EPs that have already been to a session about AIESEC's Exchange and its Projects with your LC

7.Followed Up :With the Follow Up feature even more information about your EP process can be made available

Once your EP has their Interview and Follow Up statuses updated, you can view them right from the People CRM page by just making this information available in a column. To do it, just select Follow Up on the columns list that will d be shown once you click on the columns icon io the right corner of the table. Contacted at and Contacted by are other quite useful information, related to Follow Up, that you can make visible in a column.

You can even filter your EPs according to their Interview and Follow Up statuses. If these filters are not visible on your People CRM page, please click on More in the filters section and select them from the list that will be shown.. The Last Updated filter is also very useful to track the changes that have been made to their statuses.

8.Active Applications :You Can See Active Application

10.Pending tasks: Still under Progress From the Development team

11.Notes:

To use it, just write down the comment, memo or extra information you need on the space available and press submit.

After you submitted it, the note will be available right below in the section, with the most recent shown first. You can use the scroll bar to read them all.

12.Tags :

To use it, just write down the one or more tags you want attached to that EP on the space available and press add.

After you added it, the tag will be available right below in the section. Notice you can delete any of them at any time by just clicking on the X next to each of them.

II- Details:

In The Details Section you can view the EP Information, and by Pressingyou can edit in the EP details.

III- Applications:

You can see the Applications of that EP that applied for and also you can use the top menu to filter the applications

If you press on any of the Opportunities this page will appear

1: shows the EP ID

2: Shows The Opportunity ID

3: From Here you can Change The Status of the EP

4: You can know the Process Time of the Approval for this EP

5: Here is the list of the EP managers and The OP managers

6: You can know the NPS score submitted by this EP to this opportunity

7: You can find EP's CV and his Acceptance note

8: Profile : you can See more info about the EP

9: Follow up : Like mentioned Before in the upper section,you can Follow Up feature even more information about your EP process can be made available, and also add Tags and notes to the EP

10: Timeline : you can see the timeline and dates starting from "Applied"

11:Conversation:you can have a conversation with the EP and the EP manager, This is helpful if the EP doesnt Provide any contact details to be contacted.

12: Open This page : you will find your self in another new page, we almost covered it's part before, the new thing here that in Standard Section, you can see what did your EP choose in the Standards, and in LDA section, you can see the EP LDA before and the After the experience and you see how much is he developed.

13 : you can add your EP to the favorite if you want reach him too fast

14: From there you can copy the email address and just go anyone and press Past " This email is masked due to GDPR "

IV- Conversation:

In this section you can have a conversation with the EP and the EP manager, This is helpful if the EP doesnt Provide any contact details to be contacted.

V- Membership

If your EP is an AIESECer you can see his Roles in AIESEC

You are not authorized to Perform the request Action in Creating an Organization ?

Have you ever face this problem while creating an Organization ?

Please Contact your MCVP operations to help you out

Because of API limit that is provided by Google Maps, there is a current problem about adding locations. To solve this issue, please follow the steps below:

Note: These steps should be done by MC EB roles.

1- Go to your expa committee page.(It should be the entity page.)

2- Click on "Partners Portal" and then "LC to City Association". If you see a blank page, please wait for the page to load or refresh the page.

3- Click on "+Add City" button.

4- Type the name of the location that you want to show for the specific LC, to the "City name" part in "Enter a location" box. Then, choose the location that appears which is taken from Google Maps.

5- Choose the LC from "Local Committees" that you want this location to be shown. If you want to show this location for more than one LC, you can add other LCs in the same part.

6- Press the "Add" button to save.

7- If the location already exists, please use the "pen" button to edit the location.

After following these steps, it will be possible to add the locations.

If you have followed all of these steps but you still face an issue, please contact to EXPA Support with the details below:

Description of the issue faced:EXPA Profile Link of the User:Opportunity Link:Screenshots

We are not showing again your Personal email anywhere due to the GDPR, By Setting AIESEC email to your Profile it will allow EP & Opportunity managers to contact with you

To Create your AIESEC email you should Log in into your expa account expa.aiesec.org

1.Go to my Profile

http://aies.ec/gdprhandbook

2.Choose Details and click on Personal

3.Click on Generate Email, and your AIESEC Email and the password will appear to you, Remember to Save it in a safe place because it won't show you again after you close the page

4.Go to mail.google.com to login into your email

If you forgot your password, Please check this article

How to rest AIESEC.net email Password

To read more about GDPR

A problem in opening an opportunity? Read the article below to find out the possible reasons behind the same.

1. The authority of opening an opportunity lies only with the MC-EB

2. The fields in your opportunity might be incomplete. Make sure you fill all the details about your opportunity.

3. Make sure the opportunity that you are trying to open has an Opportunity manager assigned.

4.Please check the address of the organizational branch. Incomplete address of the organization throws an error.

5.Please check the starting, end and application close date.

This is one of the most common question asked. To find out what are the possible reasons, please read the article below.

1. Please check the experience end date of the EP. For example, if the EP's experience end date is 26th August 2018, the EP's status will change to "complete" once the experience end date is met.

2. Out of 16 standards, there are 12 standards that are mandatory and are supposed to be fulfilled. And out of the other 4 standards, only 2 standards can be missed. The possible misses one or max two standards are given below.

- Arrival pickup

- Working hours

- support first day

- Departure support

Please note: only one or maximum 2 of them can be missed.

Any further questions feel free to hit us up at [email protected]