Empower Employees to Make a Positive Impact in a few
Discover the Power of UltiPro Giving
In only 6 steps!
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Simple Steps
Click. Give. Change the World.
TM
Employees’ preferences have changed significantly over the years, and, as a result, organizations are faced with a new set of expectations. Now more than ever, people are looking for companies that have a high level of social responsibility and are committed to supporting philanthropic and community efforts. When you provide opportunities for employees to give back, it can have a positive impact on retention, engagement, and the bottom line. With UltiPro Giving, you can empower your workforce to make a difference with charitable giving campaigns that are simple and convenient to participate in. In a few simple steps, employees can “Click. Give. Change the world.™”—it’s that easy. To see UltiPro Giving in action, choose from the following experiences:
Setting Up a Campaign
Administrator Experience
Making a Donation
Employee Mobile Experience
Would you like to connect with us to learn more?
After logging into UltiPro, Jeri accesses UltiPro Giving from the main menu.
ULTIPRO GIVING - ADMINISTRATOR EXPERIENCE
Steps:
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Click on GIving
Click on Menu
Jeri and her company are passionate about giving back to the community. In fact, putting people first both within and outside of the organization is one of their founding principles. By building and instilling a culture of giving, Jeri and other employees are able to make a positive difference in their communities. To make it even easier for employees to support charitable causes, Jeri’s company uses UltiPro Giving. Click the button below to see how it works.
TRY IT OUT
From the Giving dashboard, Jeri and her team can:
To create a new campaign, Jeri simply selects the “+” button and follows the prompts.
View the total amount of money collected, broken down by employee donations and company match Access the details of all campaigns, including active, scheduled, and past Create a new campaign
Click +
To help employees better understand the importance of contributing to new campaigns, UltiPro Giving enables Jeri to fill in as many details of the campaign as she would like. She can choose a preferred language, come up with an official name, and add a description and image.
Click Next to continue
Jeri then sets up the donation options by entering preset amounts, company-match percentage, campaign goal amount, and the deduction code.
Next, Jeri chooses employee-contribution dates and payroll-deduction dates for the campaign.
Click Next
Click ON DEduction ENd date
Click ON DEduction start date
Click campaign END date
Click campaign start date
Jeri can preview the campaign to ensure everything is correct, then choose how she will send the campaign out to employees— whether it’s to a specific group, or to the entire organization.
Click the X
Click Email Campaign
Click Box to select all employees
Click Select employees
Click Entire Company
Click SAVE
That’s it! Jeri has finished setting up the charitable-giving campaign and employees can now start contributing. It’s that easy.
Thank you for exploring how to set up a campaign in UltiPro Giving.
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The company Jackie works for is passionate about giving back to their community. Not only do they offer the opportunity to contribute to causes, such as Saving the Animals, they also collect money to donate to communities experiencing natural disasters. With UltiPro Giving, Jackie’s organization makes it easy for employees to give back to charitable causes like the California Wild Fires Disaster Relief Fund. Click the button below to see for yourself.
Jackie simply logs into the UltiPro mobile app and clicks on the Giving icon to access her company’s active campaigns.
ULTIPRO GIVING
Click on the “Giving” icon
ULTIPRO GIVING - EMPLOYEE EXPERIENCE
Jackie scrolls through the active Giving campaigns and selects the one she wants to contribute to.
Click on the California Wild Fires Disaster Relief
Jackie decides she wants to contribute $25 from her next paycheck to the California Wild Fires Disaster Relief.
Click OTHER
click submit
And just like that, Jackie has helped make a positive difference for the people affected by the California wild fires.
Click Submit
Thank you for exploring our UltiPro Giving employee experience.
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SHOW ME HOW TO SET UP A CAMPAIGN
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