Viewing upcoming and unprocessed payroll donations

Payroll donations can appear in two places on an employee's profile depending on whether the payroll period is still open. Donations in Upcoming Donations can still be edited, cancelled, paused, or changed from one-time to recurring, while donations that have moved to Unprocessed Donations in the Donation History tab can no longer be changed.

Permissions

All employees can access their own upcoming and unprocessed payroll donations. Anyone with the user account manager user role can also access these sections on another employee's profile.

Finding upcoming payroll donations

If the payroll period is still open, your upcoming donation appears in the Upcoming Donations section of your profile. It includes the donation amount and the date and time the payroll period will close. These donations remain pending until they are submitted for processing.

To access upcoming payroll donations:

1. Select your name in the top right corner, then select My Profile.
2. Select the Giving tab.
3. Select Upcoming Donations from the side navigation bar.

Note: Payroll periods are configured by the company. Donation processing occurs after each period closes.

Finding unprocessed payroll donations

If the payroll period has closed and the donation has not yet been processed, it moves from Upcoming Donations to the Unprocessed Donations section of Donation History. These donations are visible regardless of the year selected in the Donation History tab, helping ensure donation records are complete even for older payroll periods.

To access unprocessed payroll donations:

1. Select your name in the top right corner, then select My Profile.
2. Select the Giving tab.
3. Select Donation History from the side navigation bar.
4. Scroll down to the Unprocessed Donations section.

Finding payroll donations on another employee's profile

As a user account manager, you can access upcoming and unprocessed payroll donations on another employee's profile by navigating to their profile from the admin area.

To access payroll donations on another employee's profile:

1. Select Manage in the top right corner.
2. Select People from the admin navigation bar.
3. Find and select the employee's name to open their profile.
4. Select the Giving tab.
5. Select Upcoming Donations or Donation History from the side navigation bar, depending on which section you need.