CFC Nexus Payroll Coordinator (donor print) Slide 1. Slide notes

Transcription

1 Slide 1 In this video, we will examine the work flow for users designated as "Payroll Coordinators" where their Federal Agency is set to the "donor print" method. The "donor print" method is setting whereby the donor is prompted to print, sign, and physically submit their online pledge. Page 1 of 25

2 Slide 2 In this example, we will login as a payroll coordinator in the demonstration account. In order to login and process real pledges, however, make sure you are registered and logging in at your specific CFC account. Page 2 of 25

3 Slide 3 In the donor print method, the Payroll Coordinator role is responsible for verifying that online pledge copies have been received. They also deliver those pledge copies to the payroll centers. Page 3 of 25

4 Slide 4 In order to become a Payroll Coordinator, you must have first registered at your CFC s account. Your CFC administrator will then upgrade your registration to one with Payroll Coordinator privileges. Page 4 of 25

5 Slide 5 Once your CFC administrator has upgraded you to a Payroll Coordinator, you will log in to your CFC s account. Page 5 of 25

6 Slide 6 Enter your username and password and click "GO". Page 6 of 25

7 Slide 7 Page 7 of 25

8 Slide 8 As a Payroll Coordinator, you will see a top menu item called PAYROLL. Page 8 of 25

9 Slide 9 There are two methods available for processing donor printed pledges. First, we will look at the single method. Page 9 of 25

10 Slide 10 On the left column are Federal agency locations that have unprocessed pledges. You will only see Federal agency locations for which you have been given access. Page 10 of 25

11 Slide 11 Click the green circle to expand the data. Page 11 of 25

12 Slide 12 Page 12 of 25

13 Slide 13 If you have received a paper copy of this pledge and it is fully completed with a wet signature, click the large orange button. This simply marks the pledge as processed and removes it from the list on the left. Page 13 of 25

14 Slide 14 That pledge is removed and you could continue with the others. Page 14 of 25

15 Slide 15 We will now look at the 2nd method for processing which is by bulk. Page 15 of 25

16 Slide 16 Select the Federal Agency location. Page 16 of 25

17 Slide 17 When you click on the Federal Agency location, all unprocessed pledges will be displayed. Page 17 of 25

18 Slide 18 After scrolling through the entire list and verifying that every pledge has been physically received and accounted for, you may click the blue button. Page 18 of 25

19 Slide 19 Page 19 of 25

20 Slide 20 The pledges for that Federal Agency location are now marked as processed and are removed from the workflow. If you discover that some of the pledges on the bulk list have not been received yet, you should revert to the single process method or wait until all the pledges are in hand. Page 20 of 25

21 Slide 21 Pledges you have previously processed can be viewed at any time. Page 21 of 25

22 Slide 22 Here is an example of previously processed pledges. Click on a Federal agency to view what has been processed. Page 22 of 25

23 Slide 23 You can also download or view pledge reports. Page 23 of 25

24 Slide 24 Payroll Coordinator reports include some donor and pledge details that are not available to other roles. Page 24 of 25

25 Slide 25 This is the end of the CFC Nexus Registration tutorial. Happy pledging. Page 25 of 25