Managing the E-Vote (Electronic Voting)

When you've booked a Self-Moderated meeting with Shiftsuite, your team will be required to edit and update the E-Vote(s) for the date of the meeting. 

You will be provided a Welcome Letter containing your login credentials, as well as training within our system, and how to run the E-Vote. 

_________(E-Vote Video link)

From Shiftsuite's Login Portal, once you've had your account created, you will see a "Launch" button. Click this button and you will be redirected to E-Vote. Alternatively, go to proxy.shiftsuite.com and log in. 

The Implementation Specialist assigned to your meeting will inform you once the E-Vote has been prepared, typically this is done 24-48 hours before the meeting. 

Search for the corporation's E-Vote you would like to edit using the Search Bar.

Click the "Edit" button (Pencil Icon), you will be directed to the E-Vote instance (owner ballot data) itself. 

You have the option to "Manage Answers" on any questions within your E-Vote.

E.G., If you are accepting Nominations from the floor, and an owner has come forward and has gone through the Directors Disclosure Statements, you will be required to add their name during the meeting.

To do this, you will need to be in the E-Vote and click "Questions", and then "Manage Answers".

From here, you have the ability to add, edit and remove the candidates that have put their names forward. 

Editing Proxy Holder's Votes:

Click the Owner Details option within the E-Vote. 

Using the "Sync Proxy Forms" button will sync and deactivate the owners who have submitted a proxy online. Keep in mind, you will be required to edit the Proxy Holders' number of votes prior to the meeting start. 
You will also be required to enter the Physical Proxy information on this page.  

Note: When the Blue Checkmark is beside the unit owner's email, this means the email is deactivated. 

Using the drop-downs under "# of Votes", you have the ability to add extra ballots to each question (depending on which capacity the proxy holder has been given).

Note: If there is an owner-occupied election, you will be required to edit both instances.