Heartland CFC. Online Pledges & Reporting

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1 Heartland CFC Online Pledges & Reporting 1

2 ONLINE GIVING Pledges can be made through the following online donation systems: Employee Express (EEX) mypay CFC Nexus IMPORTANT: Our CFC Office is responsible for funds distribution and has access only to the pledge data (e.g., donor s name, allotment amount, and individual designations; We do not see Social Security Numbers or your log-in information for EEX and mypay) 2

3 UNIVERSAL GIVING Option to donate to any CFC-approved charity in the U.S., regardless of location The link to the charity list for universal giving is available online.

4 Making a donation through Employee Express or MyPay Go to Donate Online on the Heartland CFC website ( Click on the appropriate link

5 EMPLOYEE EXPRESS & MYPAY CFC NEXUS Talks to Federal Payroll Offices Payroll Offices can automatically process a pledge from EEX & MYPAY Does not require registration to sign up Does not Talk to Federal Payroll Offices You must print off pledge forms & submit to your payroll office Does require additional registration / login

6 Agencies Able to Use Commodity Futures Trading Commission Consumer Product Safety Commission Department of Education Department of the Interior Department of Transportation Department of the Treasury Equal Employment Opportunity Commission Federal Deposit Insurance Corporation General Services Administration International Trade Commission National Archives & Records Administration National Labor Relations Board Office of Personnel Management Pension Benefit Guaranty Corp Railroad Retirement Board Social Security Administration **A full list is available on the EEX homepage

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18 Agencies that may use mypay Military Departments US Army US Air Force US Navy/US Marine Corps Independent Defense Agencies and Field Activities Defense Commissary Agency Defense Contract Management Agency Defense Finance and Accounting Service Defense Information Systems Agency Department of Defense Education Agency Executive Branch Clients (subject to change) Veterans Administration Environmental Protection Agency Executive Office of the President Broadcasting Board of Governors Department of Energy 18

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20 Combined Federal Campaign option added to MyPay Main Menu

21 Donor selects Add New Contribution 21

22 Heartland CFC Should read: 0524 Heartland CFC 1.Active Duty Army, Navy, and Air Force personnel must Confirm Campaign prior to continuing 2.Others will not see this screen (# will be automatically populated)

23 Example for Military: $50 x 12 pp = $600 Example for Civilian: $50 x 26 pp = $1,300 Donor enters donation amount per pay period/month Key Training Point: Maximum allowable total donation for military personnel is $9, ( = $833/mo. x 12 mos.). For donations higher than that, the donor should use a paper pledge form

24 Donors can search for charities in multiple ways or the donor can enter the 5-digit Charity Code. Key Training Point: Due to MyPay s minute time limitation, donor should use the search engine on the Heartland CFC website: Click on the Search Charities link to select charities, and use MyPay to complete the transaction. 24

25 Balance remaining is automatically calculated The donor enters the per pay period (Civ) or per month (Mil) donation amount for each charity

26 Pledge summary is displayed. Undesignated funds are automatically calculated and displayed. Key Training Point: For an organization s pledges to be properly credited, the donor MUST enter the correct info for Agency Name AND Command/Unit Name (ie. 042 or 142/1 ) Permitted Characters: numbers, letters, forward slash (/), number sign (#), and spaces.

27 Final review and opportunity for donor to confirm intent 27

28 Special Notes: After pledge is confirmed and submitted, the donor can view and print a copy of the pledge report for their records The donor does not have to submit a report to the Coordinator for EEX or mypay Your LE will keep informed of your EEX and mypay pledges made within your agency If you do receive printouts of online pledges, do not submit them to the CFC office 28

29 If your agency uses Employee Express or mypay, you do NOT have to report the online donations and pledges for your agency to your Payroll office 29

30 Making a pledge on CFC Nexus 30

31 Agencies using CFC Nexus 31

32 Register or Login Go to Donate Online on the Heartland CFC website ( Click on the CFC Nexus link Register to create a new account OR Enter your login information 32

33 CFC Nexus There are detailed instructions for setting up a new account, making pledges and processing/reporting at: Under the Main Menu select Help & Training 33

34 User Access in Nexus (Levels): WEBSITE USER /DONOR An employee; has ability to make pledges PAYROLL COORDINATOR ** Has access to "Coordinator" menu; can view detailed campaign reports for the agencies they have been assigned including donor details and gift reports. They are the person who logs in when pledges are made and prints a hard copy for the payroll offices 34

35 You will need Administrative access as a Payroll Coordinator to view the details of your agency s total pledges on CFC Nexus This access right can be obtained by ing Connie Mann at conniemann@heartlandcfc.org 35

36 Special Notes: As the Campaign Coordinator, you are responsible for submitting all pledges to your agency s Payroll Office (this includes the white copy of the pledge cards and online pledges from CFC Nexus. A detailed report of online pledges can be obtained through CFC Nexus once you have received administrative access as a Payroll Coordinator. You can contact your agency s Payroll office to determine how they would like you to submit this information (ie. , fax, etc.). Please contact your Loaned Executive or the CFC Office if you have any questions. 36

37 Processing Online Pledges 37

38 Processing a Single Online Pledge 38

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44 Bulk Processing of Online Pledges 44

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51 As Payroll Coordinator, you can also: View previously processed pledges View/download pledge reports for your agency 51