How to Add/Remove Payroll Giving from an Employee Type
We recommend you discuss this with your program administrator and where applicable your payroll team. If you make any changes here prior to consultation this may affect payroll donation processes and reporting functions of your company.
From time to time, your company may go through system changes or upgrades where employee types and groups change within your organisation. When this occurs and you have identified the changes you can head to Catalyser to update the details here.
Company Admin > Settings > Employees > Manage Employee Types
Instructions
To add or remove payroll giving to particular employee types, go to the navigation bar and click Settings and then Employees icon under Set Up
Click the Edit button of the relevant employee type you would like to update
A pop up window will appear, and scroll down to the tick box, Payroll Giving
To untick the box, you will remove that employe type from payroll giving.
To tick the box, you will add that employee type from payroll giving.
Click Save to update the changes.
If you remove payroll giving from the employee type the regular giving module, including campaigns etc will not be visible to that employee type, and in the donation flow - Payroll will no longer be a payment option. Therefore we recommend you check this with your program manager prior to completing this action. Your reporting outputs may be impacted too!