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| Matching Payments are the amounts authorised by the company to match the employees' giving. The rules can be set based on the type of giving and the type of employee. You can set up a limit on an individual level and a company level |
- “Switch View” - select “Company Admin” from drop down.
- Select “Settings” logo on the left hand side of the screen.
- Select “Matchings” logo.
- Click “Add Matching Rule”.
- Once happy with the settings, click “Save”
Here you can input the matching limitations set by the employer. Select from the drop-down boxes:
- Match all donations or a singular type of donation only.
- Who is eligible to be matched (all employees? Full-time only? Service Providers? Staff?).
- The % percentage amount to be matched.
- Limit the amount being matched per user.
- Limit the amount for the whole company.
- Time limit: open-ended or matched to end of financial year.
Company Admin > Settings > Matching
| Note |
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You must have super admin level to access this set up feature. |
| Info |
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To create a default rule you must have activated matching and have already created a matching rule set. |
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Click on the button. A window will open as shown below.
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*Compulsory fields
Select a module by clicking on the field, alternatively it will be set to default All (excluding Sponsorship).
Enter the donation percentage you would like to match
Optional fields
Select the required employee type you would like to apply the rule for, alternatively leaving it blank will default it to All Employee types.
Enter an amount to set the upper limit for the Rule to reach for the reporting year. Leaving it blank will make matching unlimited.
Enter an amount to set the the upper limit for individuals. Leaving it blank will make matching unlimited for individuals
The time limit is defaulted to reset at the start of each reporting year.
Custom Statement allows you to tailor your message to your target audience. If you decided not to add a message here you can still use the platform matching statement.
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