How Do I Process My Workplace Employee Charitable Payroll Deductions (workplace admin)

You can easily upload your workplace's charitable Payroll Deduction in a few steps

For Payroll Deductions to successfully process-

• Payroll ACH must be associated to your workplace account
  • KB link here
• Participants must have an active Uncommon Giving account and a status of “Joined” in your Uncommon Giving roster.
  • Per the IRS, funding a donor-advised fund (DAF) is irrevocable and funds can only be used for charitable giving.

Once the above are completed, here's how to upload and process your workplace's charitable  Payroll Deduction-

1. Log in as an Uncommon Giving workplace admin
2. Click "Payroll" menu
3. Click "Deductions" menu
4. Click "Import" and upload your Payroll Deduction file
   • If your Payroll Deduction file has already been uploaded, click into the Deduction Batch you want to process
   • Utilize SFTP Payroll Deduction to automate file upload! KB link here
5. Once your file uploads, review the screen summary for summary and exceptions
   • Updates to address exceptions will need to uploaded with separate file(s)
6.  Click "Process"
7. You will receive a process confirmation pop-up
8. Click "Yes"

Your workplace ACH will be deducted and funds will be sent to employee Uncommon Giving wallets. Your employees will receive an email notification confirming their Uncommon Giving wallet funding.

 

Please let us know if you have any questions - we're here to help.

 

Related Topics:

• SFTP Payroll Deduction Upload Overview
  
  
• Adding ACH for Payroll Deduction