2014 mypay cfc module training. 2 online: mypay cfc module training giving reporting

2014

myPay CFC Module Training

2

Online: MyPay CFC Module Training Giving Reporting

3

CFC is moving towards 100% online giving

Why:Increased donor confidentiality Reduced administrative workload Reduced possibility of administrative errors associated with

paper pledge form processingReduces campaign costs

Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities

Pledging

4 Thank you for partnering with the CFC!

Reoccurring Gift – Each pay period beginning Jan – Dec 2015

myPay Online: Payroll deduction only (90% of campaign)

MyPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season

Norcal Website links to myPay

myPay OverviewLogin: https://mypay.dfas.mil/mypay.aspxSelect CFC optionSearch for charitiesPledgeConfirmation

https://mypay.dfas.mil/mypay.aspx

Pledging


Ways to Contribute myPay - The platform will be used until national systems

are introduced by OPM in the future. DOD

Military Civilian

Others Veterans Administration Executive Office of the President Dept of Energy Health and Human Services Broadcasting Board of Governors

myPay - Used across three payroll systems: DCPS (Civilians) DJMS (Army, Navy and Air Force) MCTFS (Marines)

Combined Federal Campaign on Main Menu

myPay Pledging


Donor selects “Add New Contribution”

myPay Pledging


Key Training Point 1.The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel . Those donors must be provided their 4-digit Campaign Code (0106 – Norcal CFC)2.All other donors’ campaign information will be automatically populated

myPay Pledging


Entering an invalid campaign code will result in an error message

Use 0106 for Norcal CFC

myPay Pledging


1. Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing

2. Other donors will not see this screenNorcal Region 0106

myPay Pledging

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Donor selects donation amount per pay period/month

Key Training Point Maximum allowable total donation for military

personnel is $833/month. For donations higher than that, military donors should use a paper pledge form

myPay Pledging

11

Thank you for partnering with the CFC!

Donors can search for charities in

multiple ways:

5-digit Charity Code, Charity Name, Type of

service or AFR %.

PCFO recommendation – Use charity search on website and simply use myPay for transaction

myPay Pledging

12

Donors can search for charities in

multiple ways:

5-digit Charity Code, Charity Name, Type of

service or AFR %.


myPay Pledging

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myPay Pledging

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The donor can search for a

specific charity by name.


myPay Pledging

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The donor can search for a charity by

service type


myPay Pledging

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The donor can also search for charities using Administrative Overhead rate

and/or by Keyword

The donor can limit the search

to National and/or

International Charities

Key Training Point

Donor can select a maximum of 30 charities. Donors

wishing to designate more than 30 charities should use paper

pledge forms


myPayPledging

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The donor enters the per pay period

or per month donation amount

myPay Pledging

18Thank you for partnering with the CFC!

Balance remaining is automatically

calculated

Donor has the option to continue or add /

delete charities

myPay Pledging


Pledge summary is displayed;undesignated

funds are automatically calculated and

displayedKey Training Point For an

organization’s pledges to be

properly credited the donor MUST

enter the Command/Unit or

Federal Agency/Office

Code

Unit Codes provided website: http://www.norcalcfc.org/_root/index.php?content_id=5119

myPay Pledging

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Use the following:Beale AFBTravis AFB

http://www.norcalcfc.org/_root/index.php?content_id=5119

Final review and opportunity for

donor to confirm intent

Pledging


Pledging


Donor receipt copy. Up to five charities are listed on Page 1

Pledging


Donor receipt copy. Up to five charities are listed on Page 1

Additional donation

information

Key Training Point Donor can view print PDF pledge form

for recordkeeping. Donor will complete epleding flyer

pledge confirmation form

Pledging


Key Training Point No forms will be

submitted to Keyworker. Donor can view print PDF

pledge form for recordkeeping.

Thanks You Awards

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Available to EVERY contribution no matter the contribution size Online Contributors print a tracking form and submit it to their keyworker Keyworker records request on tracking ledger and adds to reporting envelope

request Keyworker distributes coin to donors upon receipt Donors don’t give for the donor gift, they can easily feel slighted if promised

something they don’t receive

Donor Appreciation Award Tracking


PCFO Tracking Form Provided for ECCs & Keyworkers Each KeyWorker keeps a list of their 25 co-workers with a check box

of what gift that donor requests and whether or not they have received it

Keyworkers submit contribution envelopes and gift tracking ledger to ECC/IPO or finance officer

Keyworkers also submit thank you gift ledger electronically to ECC/IPO or finance officer

ECC/IPO or finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger



Get Your Give ON-Line

One time credit card, cash or check Reoccurring Payroll deduction

Federal Agency: ____________________________ Donor: _____________________________

Unit Name: ________________________________ Unit Code:__________________________

Gift Level: General recognition coin I prefer not to receive a donor appreciation gift.

Provided online for donor to print out and submit



Traditional Form Donor fills out and submits donor contribution confirmation

formwhen contributing online

Keyworker includes tracking form in report envelope

Keyworker uses tracking form to create list of donor gift needs

Keyworker send tracking form electronically to UPO/finance officer or ECC as directed

Keyworker reports gifts needed on report envelope for turn-in

UPO tracks Unit gift needs on master tracking form

Donor Appreciation Award Tracking Ledger


Turn-In Flow Chart

30Thank you for partnering with the CFC!

There may be a Unit Project Officer (UPO) in larger agencies if desired

LE or PCFO Hub Administrator

KeyWorker Turn-In Pledge Preparation

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Collect pledges weekly myPay pledge thank you gift confirmation form collection

ONLY Collect and verify forms:

Ensure donor’s name and e-mail address is included Ensure unit/office code is completed Ensure gift request is completed

Report number of gifts requested on report envelope Not all donors will submit the tracking form but will have

requested the gift in the myPay system Keyworker will receive period reports of system recorded

contributors who requested a thank you gift

KeyWorker Turn-In

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Envelope Submission - Weekly Turn-Ins with UPO Verify e-pledging appreciation award confirmation forms

Collect and verify forms:Ensure donor’s name is on form Ensure donor’s e-mail address is included Ensure unit/office code is completed Ensure gift request is completed


Key Worker Turn-In

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Campaign ReportingmyPay award appreciation confirmation forms are collected and recorded on the envelope.

Donor Gift Request Form

Installatio

n: ____________________________

Do

no

r: _____________________________U

nit N

ame:

____________________U

nit C

od

e:__________________________

Gift L

evel: G

eneral

Silver (one hour’s pay per pay period)

Go

ld (tw

o hour’s pay per pay period)

Eag

le S

ilver Eag

le G

old

en E

agle

I p

refer no

t to receive a d

on

or ap

preciatio

n g

ift.

Key Worker Turn-Ins


Keyowker records thank you gift requests on reporting envelope

Campaign Reporting

35


Thank You Awards Tracking PCFO Tracking Form Provided

Each KeyWorker keep a list of their 25 Co-Workers with a check box of what gift that donor requests and whether or not they have received it

Although Donors don’t give for the donor gift, they can easily feel slighted if promised something they don’t receive

ThankYou awards provided weekly at Turn-In.

Campaign Reporting

36


Pledge Tracking DoD did not build a reporting mechanism into the module for

installation or unit breakdown

All contributions are identified donor submitting correct installation identifier

Identifiers are listed on the website under online pledging for units of military installations

Keyworker should access the list to determine what their unit identifier is

Keyworkers should promote this unit identifier when promoting the campaign

Questions?

Q&A:

37


2014

Thank you for leading the CFC!

2014 mypay cfc module training. 2 online: mypay cfc module training giving reporting

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