How to enter employees payroll deduction and have the company as the payroll liability

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Sherri Gedridge
Sherri Gedridge
Ninth Anniversary Photogenic First Comment Facilitator Level 1
in Blackbaud eTapestry® General Discussion
I am getting ready to enter a companies payroll employees into the system.  I have their contact information and want to track them.  However, I am puzzled at how to set this up for payments made on the gift.  When i receive a check from the company i do not get a list of the employees and how much was extracted from their paychecks so i can't add a payment to every employee.  The question is how do i enter them for tracking purposes but add the payment? 
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  • Ally Seidel
    Ally Seidel
    Ninth Anniversary 10 Comments Photogenic 5 Likes
    Hi Sherri -- Is there no way to get a disbursement report that outlines what portion of the gift each employee contributed?


    If you can, then the best way to track this is to add a split transaction (one segment for each employee payment) on the company account and soft credit each segment of the gift to the employee who contributed it.


    If not, then the best alternative might be to add the gift to the company account, then create an unlinked soft credit (without an amount, since that's unknown) in the journal of each employee you know contributed.


    If you don't even know which employees are contributing for each disbursement (just that they contribute generally), then I'm not sure I'd add the employee payments at all... just the company transaction and flag each employee with a custom user defined field to show that they are a payroll donor for reporting and link them to the company account with an Employer/Employee relationship.
     

  • Sherri Gedridge
    Sherri Gedridge
    Ninth Anniversary Photogenic First Comment Facilitator Level 1
    Ally

    This is all new so forgive my ignorance.  i am going to call to see if i can get  a print out of the donors for each paycheck.  If not i will have to figure out how to do this soft credit thing.  I am not sure what the differnce is of linked and unlinked.  I think i might be doing it wrong on the other companies and employees that i have entered.  I made a pledge on the donor journal and did a soft credit to the company, not sure if it is linked or unlinked. 

    If i segment this company in question that would be alot of segments as there is about 70 employees to enter.  either way that i do this how do you post payment to these accounts.  What we are trying to do is track the employees so that when they leave or stop giving we will have some sort of benchmark. 
  • Sherri Gedridge
    Sherri Gedridge
    Ninth Anniversary Photogenic First Comment Facilitator Level 1

    Ally

    This is all new so forgive my ignorance.  i am going to call to see if i can get  a print out of the donors for each paycheck.  If not i will have to figure out how to do this soft credit thing.  I am not sure what the differnce is of linked and unlinked.  I think i might be doing it wrong on the other companies and employees that i have entered.  I made a pledge on the donor journal and did a soft credit to the company, not sure if it is linked or unlinked. 

    If i segment this company in question that would be alot of segments as there is about 70 employees to enter.  either way that i do this how do you post payment to these accounts.  What we are trying to do is track the employees so that when they leave or stop giving we will have some sort of benchmark. 


    Ally Seidel:

    Hi Sherri -- Is there no way to get a disbursement report that outlines what portion of the gift each employee contributed?


    If you can, then the best way to track this is to add a split transaction (one segment for each employee payment) on the company account and soft credit each segment of the gift to the employee who contributed it.


    If not, then the best alternative might be to add the gift to the company account, then create an unlinked soft credit (without an amount, since that's unknown) in the journal of each employee you know contributed.


    If you don't even know which employees are contributing for each disbursement (just that they contribute generally), then I'm not sure I'd add the employee payments at all... just the company transaction and flag each employee with a custom user defined field to show that they are a payroll donor for reporting and link them to the company account with an Employer/Employee relationship.

     

     

     

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