Gcwcc manager user guide



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Department Name: Results from all offices that belong to the same department or agency must be combined. For example, the presence of three different Service Canada offices in your catchment area should be combined under one Service Canada entry.

  • Number of employees: indicates the number of employees. HR managers in the departments/agencies of the local campaign will be able to provide this number. This information allows for calculations of pledge rate and other analysis.

  • Number of Donors: indicates the number of donors. This is the number of completed gift forms collected from each department/agency. Knowing the number of donors allows for calculations of pledge rate and conduct analysis.

  • Number of Friends, and Leaders: indicates the total number of Leaders and Friends for each respective department/agency. A separate field is provided to specify Leadership gift $ amount.

  • Total Special Events (SE): NORT calculates the percentage of special events dollars to be allocated to United Way and HealthPartners. For more information, please refer to Section IX: Financial Procedures of the GCWCC Campaign Management and Operations Manual.

  • United Way $s: indicates the amount of money that departments/agencies raise in the various categories: Cash and Payroll Deductions (PRD). Please note that “Cash” includes cash, cheques (one-time and monthly), credit card payments (one-time and monthly) and Designated Special Event dollars.

  • HealthPartners $s: same procedures as for the United Way dollar entries. The total amount for this column must balance with the total amount on the HealthPartners Designation Form (entered via the separate “Step 2” screen). Note: local chapters of HealthPartners are recorded under Other Canadian Registered Charities.

  • Other United Way: same procedures as for the United Way dollar entries.

  • Other Canadian Registered Charities: same procedures as for the United Way dollar entries.

  • Total: calculates the total figures from the entries above.

    If the results entered for this department are final, and no additional information is to be entered, please check the box.


    If you have additional information to enter for this department, please leave thebox unchecked.

    To check the current year’s National Results are completed


    Once you are finished entering the National Results, go back to the Final Campaign Results Menu and make sure that the Status bar for Step 1: View/Edit National Results displays
    If the Status update still reads , please go back to Step 1 - View/Edit National Results and make sure that the box is ‘checked’ for each department.
    Once you are finished and the Status update reads, you may proceed to STEP 2: Edit/Enter the Current Year’s HealthPartners Designations

    Reminders:
    You DO NOT report the federal service retirees numbers. These results will be entered by the GCWCC national office at the end of the campaign.
    Once all your data-entering is complete for a department, remember to click at the bottom of the screen! It is very important to save any and all information entered or changes made, since if the system is left inactive for any longer than approximately 30 minutes, the application will time-out. A pop-up will notify you of this prior to timing out.
    Don’t forget to (available at the top right-hand corner of all screens) whenever you are not entering data, or you are away from your computer!

    STEP 2: To Edit/Enter the Current Year’s HealthPartners Designations:


    To edit the Healthpartners designations for the current year, from the Final Campaign Results Menu, click . The following screen will appear.


    Select the Current Campaign Year.
    Any data that has already been submitted will appear. If there is no data entered to date, the form sections will be blank. You may now begin entering data.



    • Member Name: this column lists HealthPartners members and includes a line for the HealthPartners fund. The amount that donors designate in Box 3 of the gift form on the line “HealthPartners — Divide among all 16 organizations” is indicated here.

    • Cash: indicates the amount of cash designated to each HealthPartners member. This information is found on gift forms submitted by federal employees during the federal campaign.

    • PRD: same procedures as for the Cash column.

    • Total: calculates the total figures in the horizontal and vertical columns. The total amount for this column must balance with the Cash and PRD amounts for HealthPartners on the National Results Form (“Step 1”).

    NOTE:
    You MUST Answer Yes/No to the two questions at the bottom of the Healtherpartners Designations Form. You will not be permitted to continue or save your changes unless these two questions have been answered.

    To check the current year’s Healthpartners Designations are accurate
    Once you are finished entering the Healthpartners designations, go back to the Final Campaign Results Menu and make sure that the status bar for Step 2 reads
    If the Status update reads, please go back to Step 2 - View/Edit Healthpartners designations and revise the data. Continue with this process until the Status bar reads
    You may then proceed to STEP 3: Validate and Confirm Data-Entry

    Reminders:
    You DO NOT report the federal service retirees numbers. These results will be entered by the GCWCC national office at the end of the campaign.
    Once all your data-entering is complete for a department, remember to click at the bottom of the screen! It is very important to save any and all information entered or changes made, since if the system is left inactive for any longer than approximately 30 minutes, the application will time-out. A pop-up will notify you of this prior to timing out.
    Don’t forget to (available at the top right-hand corner of all screens) whenever you are not entering data, or you are away from your computer!


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