Workplace Giving Setup Request Form

Company Name:

Workplace Giving Ambassador:

Phone:

Email:

A copy of your submission will be sent to you.

Campaign Start Date:

Campaign End Date:

Campaign Type

Campaign will be (select 1):

1. Online Giving Contact ( if different than Ambassador )

2. Phone:

3. Email:

4. Workplace Giving Site OPEN Date ( if different than company campaign start )

5. Workplace Giving Site CLOSE Date ( if different than company campaign end )

6. Should a company logo be displayed on your site?

Company Logo (upload)

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Please upload logo here or email to eg_administrators@upaf.org. Logo file MUST be in PNG, JPEG, GIF, or BMP format whether emailing or uploading.

7. What is the format of your username?

***Company email addresses are the recommended username format. If you prefer a different format, please be aware that each user must be assigned a username that is unique across the entire system, must include the company name (abbreviations are acceptable), and cannot contain spaces.

example: first initial last name @ company name (jsmith@upaf)
example: company id @ company name (123456@upaf)

8. What is the format of your password?

***Each user must be assigned a password. This is NOT required to be unique for each user.

Not unique example: company name year (upaf20)
Unique example: company name id (upaf123456)

9. Should users be prompted to change their password on first login?

10. Should the welcome page of the site include a greeting letter?

Greeting Letter (upload)

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Please upload letter in MS Word format here or email to eg_administrators@upaf.org. Please include an electronic signature file or photo to be used in lieu of a signature.

11. What contribution options should be offered to your employees?

11. Check all that apply:

*Please choose one:

First and last name of person at the company to whom CHECK donations should be routed:

Question 11.

Date Payroll Deductions Will Begin:

Question 11.

First and Last Name of Payroll Contact

Question 11.

Email Address for Payroll Contact

Question 11.

Phone for Payroll Contact

Question 11.

12. For online Workplace Giving please email data file to EG Administrators or upload below. File should be in an Excel or CSV format whether emailing or uploading.

File MUST contain:
- Employee First Name
- Employee Last Name
- Unique Username
- Password
- Employee Email Address (UPAF will not use email addresses without permission)
- Payroll Frequency (only if payroll deduction is a contribution option)

File may also include:
- Employee ID
- Division
- Department
- Location

Online Workplace Giving file (upload)

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Question 12.

13. Who (Name: First and Last) should be provided administrative access to the site? Administrative access to the site will only be granted with approval from Workplace Giving Ambassador.

14. Number of pledge forms needed:

14. Date by which pledge forms are needed:

Question 14.

16. Should pledge cards include a company letter?

Company Letter (upload)

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Please upload letter in MS Word format here or email to eg_administrators@upaf.org. Please include an electronic signature file or photo to be used in lieu of a signature. Company letters for pledge forms are typically from the company CEO or UPAF Ambassador(s) and should fit in an 8.5" x 6" space.

17. Should pledge cards be personalized to include employee name?

Employee Data File (upload)

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Please upload employee data file in EXCEL or CSV format here or email to eg_administrators@upaf.org. The file must contain Employee First Name and Employee Last Name.

15. Should Payroll Deduction be a contribution option?

First and Last Name of Payroll Contact

Question 15. This is the person UPAF will contact to confirm payroll pledge totals.

Email Address for Payroll Contact

Question 15.

Phone for Payroll Contact

Question 15.

Comments

***Thank you for entering your Workplace Giving Setup information online. Should you have any questions or issues, please contact EG Administrators, and someone will respond to you as soon as possible.

COMPANY INFORMATION

CAMPAIGN INFORMATION