Board Members

Add and manage board members who participate in Extension performance reviews in PEARS.

Board Members are external reviewers who provide feedback on staff performance reviews. This tool allows Extension administrators to add and manage board member records, including their contact information, unit assignments, and service dates.

NOTE: Board Members is an Extension-only feature. Your organization must have the Performance Reviews module enabled to use this tool.

Getting Started

To access Board Members, click the cog icon in the top navigation bar, select Organization Settings, then choose People & Access → Board Members. The list view displays all board members for your organization with options to search, filter, and add new entries.

Permission required: Director access.

Screenshot: The Board Members list page showing a table of board members with columns for name, extension unit, phone number, email, and contact preference

List View

The board member list displays the following information:

• Name — First and last name

• Extension Unit — The unit this board member reviews

• Phone Number — Contact phone with type (cell, work, home)

• Email — Contact email address

• Contact Preference — Email or US Mail

Filters

Use the filter sidebar to narrow results:

• Is Current — Show only active board members (service dates include today)

• Extension Unit — Filter by one or more units

• Contact Preference — Filter by email or US mail preference

Add a Board Member

Click Add Board Member to create a new record.

1

Enter Name

Enter the board member's First Name and Last Name. Each board member must have a unique name. If a board member with the same name already exists, search for the existing record and add a new reporting period instead.

2

Select Director User (optional)

If the board member is also a staff member in PEARS, select their user account from the Director User dropdown.

3

Select Extension Unit

Select the Extension Unit that this board member will review. This field is required.

4

Enter Service Dates

Enter the Start Date for when the board member's term begins. Optionally enter an End Date for when the term ends. If no end date is provided, the board member is considered active indefinitely.

TIP: The start date must be before the end date.

5

Enter Contact Information

Enter the board member's Phone Number and select the Phone Type (cell, work, or home).

Select a Contact Preference:

• Email — An email address is required.

• US Mail — A full mailing address (address, city, state, zip) is required.

6

Save

Click Save to create the board member record.

NOTE: If the board member's unit has active performance reviews and the board member's service dates fall within the review period, PEARS will automatically create performance review objects for the board member. A confirmation dialog will appear before saving.

Edit a Board Member

From the list view, click a board member's name to open the edit form. All fields can be updated. If you change the unit or service dates and the board member has active performance reviews, PEARS will recreate the review objects and display a confirmation dialog before saving.

NOTE: Board member records cannot be deleted. To end a board member's term, set an End Date on their record.

Related Documentation

• Board Member Reviews — How board members complete their review assessments.

• Create a Review Plan — How to set up a performance review plan that includes board members.