Staff Resources
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Table of Contents
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Glossary
Data Center
Real-time Reports
Awards (coming soon)
Corporate Partners
Current Data
Corporate Partner Employees by Country
Corporate Partners Overview January 1 2025
Corporate Partners New in 2024 by Org Type
Historical Data
Corporate Partners Overview (updated yearly)
Corporate Partner Employees by Country (as of April 2024)
Corporate Partners Retention History
Corporate Partners CP Tracker History
Real-Time CP Reports
Events
Annual Conference
Historical Annual Conference Attendee Data
WOTY
2023 WOTY Survey Summary
2024 WOTY Survey Summary
ELS
Historical ELS Attendee Data
All Events (Chapter/Region/Central)
Geographies
Member Growth by Region
Corporate Partner Employees by Country
Individual Membership
Current Data
Member Growth by Region
Membership Overview January 1 2025
Historical Data
2024 Membership Overview
Sponsorship (coming soon)
Member Leaders
Member Leaders Overview January 1 2025
Process Center
HBA Overview
Grasshopper
Commonly Used Abbreviations
HBA staff
Protech (UX365)
Protech Lunch and Learn Meeting Recording
Reports
How to run an event attendance report
Advanced Finds (Queries)
Corporate Partner webinar selection
Events & Event Registrations
Cancelling an Event Registration in Protech and Issuing a Refund
How to create an Add to Calendar Link for an Event
Creating Promo Codes
Checking registration numbers
How to Add a Question to the Event Registration
Updated
Cancelled Event - Bulk Cancellations & Refunds
Activating an Inactive Event Meeting
Event Rescheduled - How to Update the Event and Create a NEW Calendar Link
Events - How to find the HBA Event Code or Meeting ID
SharePoint Access
How to Restore SharePoint Access
How to update Microsoft account email
Committees
Adding a Member to a Committee
How to Register Someone for an Event in Protech
Invoices - How To Send an Invoice
Invoices - How to check if a promo code was used
HBA Academy - Adding Promotion to ALL Academy Products
Overlapping Buttons Issue
Community
Finance
HBA Website
Removing an Event from the HBA Website
Creating an Add to Calendar Link
Speaker Agreement - Adding a New Year to the Speaker Agreement Form
Headshot/Profile Picture - How to update someone else's picture
SharePoint
How to Add the All-Staff SharePoint
Help Scout
How to update volunteer application recipient
Asana
Basics
Add tasks to get things done
More You Can Do
How Asana Can Help
Rising Stars & Luminaries
WOTY (Woman of the Year)
Cancelling a WOTY Table
Marketing
Marketing Service Request Form
Account Management
How to add a Primary, Secondary, or Third Contact to an HBA account
Updating Default CP Benefits - (FLOW for setting up a Business Rule for Roster Members (CP Companies)