Forms for application and payroll deduction

Liz Cochrane

We are starting an employee/associate giving campaign.

My boss insists that I make a sign-up form that can go directly into Raiser's Edge for the sign-up and payroll deduction pledge amounts.

There would not be any payments associated with the form. The payments would come from their payroll deduction, which I would have to manually add after received.

Has anyone done this? Is this even possible?

Thank you

 

Chelsea Hanson

You'll want to talk to your payroll people and see what they want/need for backup to deduct it from payroll.  Our payroll department requires a paper form with a signature from the employee. So even if it could work the way your boss wants, you might not be able to do it that way.  I create forms for the employees to fill out (with payroll and non-payroll payment options). When that gets turned in to me I create a batch for the pledges to add them to Raiser's edge - I use the gift code field on the miscellaneous tab to identify that it's payroll deduction so that each month I can create a report to send to payroll. However, payroll has their own system so my report of more of a "this is what we are expecting this month." So then after payroll is completed for the month, they send me back my report with any corrections on it and I use that to create a batch for the pledge payments.