Getting started with Election Worker Management Portal

The Election Worker Management Portal manages the temporary workforce that staffs polling places and vote centers: recruiting applicants, checking eligibility, tracking training and equipment certification, assigning workers to locations and shifts, and preparing payroll. Each worker has one record, so the election office can see who is qualified for which role and which locations are still short. Pay is prepared for your payroll system and approved by your staff; Moraph does not hold funds.

What it is for

Election offices staff hundreds or thousands of temporary positions for every election, often from spreadsheets, paper applications and phone calls. Eligibility rules, party-balance requirements, language needs and training certifications have to be checked for each worker and each location, and last-minute dropouts must be filled quickly. After election day, timesheets and stipends are reconciled by hand before payroll can run, and it is hard to show that every worker at every location was trained on the equipment they used.

• Applicants, assignments and training are tracked in separate spreadsheets
• Party balance and language coverage are checked by hand for each location
• Training and equipment certification are hard to prove after the election
• Hours and stipends are reconciled manually before payroll can run

Who uses it

• County and municipal election directors and clerks
• Poll worker recruitment and training coordinators
• Polling place and vote center supervisors
• Election office payroll and finance staff
• State election officials who oversee local jurisdictions

Before you start

• Your organization licenses Election Worker Management Portal from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Election Worker Management Portal in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Election Worker Management Portal from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Election Worker Management Portal before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Election Worker Management Portal
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com