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Content
Workplace Giving Program
Volunteering & Skilled Volunteering Program
Campaign Management
Donation & Payroll Management
Event Management
Registration Management
Platform Management
Third Party Integrations
User Engagement
User Activity & Reporting
How-to articles
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How to Add User Permission Levels for Employees
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How to Add/Manage Categories for a Volunteering Event
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How to Cancel a Registration for Volunteering Event on Employee’s Behalf
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How to Cancel/Delete a Donation on Behalf of an Employee
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How to Create New Q & A Questions
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How to Create Your Company Profile
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How to Edit a Volunteering Event
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How to Enter Registrations for Volunteering Event on an Employee’s Behalf
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How to Export Employees’ Donations (in Transactions)
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How to Export Employees’ Volunteering Activities (in Transactions)
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How to Make a Donation of Behalf of an Employee
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How to manage sponsorship registrations?
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How to Create a Default Rule
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Set and Restrict Teams in a Support a Colleague (Cause) campaign
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Create Team Names and Manage Team members for Support a Colleague (Cause) campaigns
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How to Use Workplace by Facebook in campaigns and opportunities
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How to Customise and Update My Homepage Banner & Title
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How to Set a Default Image on a Homepage Tile
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How to Use the Homepage Tile Carousel
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How to edit the titles of your Homepage Tiles
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How to edit your Homepage Tiles descriptions
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Recommended Image Sizes for Campaigns and Opportunities
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How to Change an Employees' Office Location
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How to Add an Email Banner Image
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How to Customise and Edit an Email Template
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How to Add a Campaign or Opportunity message to an Email Notification
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How to use {{campaignInsert}} in my emails
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How to Create or Add an Employee Type
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How to Edit or Delete an Employee Type
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How to Add/Remove Payroll Giving from an Employee Type
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How to Set Up an Office Location
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How to Set up or Update your Company Logo
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Create a No Session Opportunity (long-term activity)
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How to use Manual Run on a Payroll Cycle
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I want to add a Charity to my workplace giving program
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I want to include non-employees, family and friends to volunteer
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I want to remove Register a Colleague button for a specific opportunity
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I want restrict Register a Colleague button for employees only
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Managing Registrations for Final Hour & Social Cause
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I want to add a monetary value to a Final Hour campaign
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I want to add a company historical record to the platform
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I want to add a seed donation to a campaign
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I want to edit my Company Settings
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How to Create a Special Rule
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How to see past or inactive campaigns?
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How to get a Donation Report from one charity?
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How to Add/Manage your Payroll Codes for payroll giving
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How to Edit a User Account (Employees)
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How to Disable/Enable a User Account (Employees)
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I want to see a summary of registrations to upcoming opportunities
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I want to see a summary of registrations for my event
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I want to turn off auto-waitlisting for an opportunity
Troubleshooting articles
Catalyser User Guide (Company & Payroll Admin)
How-to articles
How to use Manual Run on a Payroll Cycle
Summarize
How to use Manual Run on a Payroll Cycle
Candice Pang (Deactivated)
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Candice Pang (Deactivated)
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Nov 10, 2020
1 min read
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