Charitable Contributions - PowerPoint PPT Presentation

1 / 27
About This Presentation
Title:

Charitable Contributions

Description:

... can be found on the home page for the Utah State Employees Charitable Fund. ... ( www.usecf.state.ut.us). After going to Utah State Employees Charitable Fund ... – PowerPoint PPT presentation

Number of Views:66
Avg rating:3.0/5.0
Slides: 28
Provided by: dtri
Category:

less

Transcript and Presenter's Notes

Title: Charitable Contributions


1
Charitable Contributions
  • On-Line Application Overview

2
Getting Started
  • The link to the on-line Charitable Contribution
    Screens can be found on the home page for the
    Utah State Employees Charitable Fund.
    (www.usecf.state.ut.us).
  • After going to Utah State Employees Charitable
    Fund site, simply click on the link.

3
Getting Started
  • Once you have clicked the link, you will be taken
    to the login screen. Please enter the same user
    id and password that you use for your timesheet.
    (Your LAN password).

4
Getting Started
  • Once you have logged in, you will see a screen
    with a welcome box at the top, followed by the
    box pictured above. If you wish to contribute
    via payroll deduction, simply click on the
    Payroll Deduction Contribution text. If you
    would like to make a one-time donation and attach
    a check or money, then click on the One Time
    Contribution text.

5
Payroll Deduction Contributions
  • If you clicked on the Payroll Deduction
    Contribution, you will see the following screen.
    To begin, enter the agency code of the
    organization that you would like to contribute to
    in the box next to Charitable Agency Code. If
    you do not know the code, simply press the search
    button.

6
Search for Organization/Agency
  • Simply enter any word that you wish to search by
    and then press the Search button.

7
Search for Organization/Agency
  • All matching results for your keyword will
    display in the box titled Select a Charitable
    Agency Code. To select one of those agencies
    for your donation, simply click on the Charitable
    Agency Code. (Such as 2501 for Alliance for
    Children).

8
Payroll Deduction Contributions
  • If you have selected a code from the search
    screen, the application will return you to the
    Payroll Deduction Contributions screen and will
    fill in the code for you. If the code is
    correct, simply enter the amount that you wish to
    contribute into the Annual Amount field.

9
Payroll Deduction Contributions
  • After you have entered the annual amount, press
    the Add Entry button.

10
Payroll Deduction Contributions
  • Since the amount that you entered is an Annual
    Amount, the application will divide this amount
    by the appropriate number of pay periods and will
    round the result. The rounded amount will
    display under Annual Donation Amount and the
    Amount that will be deducted from each pay check
    will display under the Deduction Per Paycheck.
  • If the amount is correct and you do not wish to
    contribute to another charitable agency, you can
    press the submit donation button. If you wish
    to contribute to another charitable agency,
    simply repeat the process and enter another
    charitable agency code in the box. If the amount
    is not correct and you need to change it, you may
    edit the transaction by clicking on the EDIT text
    right next to the Charitable Agency Code.

11
Editing Payroll Deduction Contributions
  • If you are editing a specific contribution, the
    agency code and amount that you entered will
    appear in the appropriate boxes. To make a
    change to an amount, simply overwrite the amount
    that appears in the box with the correct amount
    and then press the Edit Entry button.
  • Note you may also press the cancel button to
    exit the transaction without confirming your
    donation.

12
Editing Payroll Deduction Contributions
  • The modified amount will display on the screen.
    If this is correct, simply press the Submit
    Donation button.
  • Note you may press the cancel button to exit
    the transaction without confirming your donation.

13
Submitting Payroll Deduction Contributions
  • Once you have submitted your Payroll Deduction
    Contribution, the system will provide you with
    more instructions. Even though you have
    submitted your contribution, it will not be saved
    until you press the Confirm Donation button.
    At this point, you can still Edit your
    transaction or Cancel and come back to it later.

14
Confirming Payroll Deduction Contributions
  • After confirming your donation, a receipt will
    appear on the screen. Please ensure that you
    print the receipt at this time as it will not be
    available to print again. When you are done
    printing, press the Finished button and your
    contribution will be complete.

15
One Time Contributions
  • If you selected the One Time Contributions
    option, you will be taken to this screen. To
    select an agency/organization that you would like
    to contribute to, simply enter the agency code or
    press the search button if you do not know the
    agency code.

16
Search for Organization/Agency
  • To search for an Agency/Organization, simply
    enter a keyword, (such as Heart pictured
    above), and then press the search button.

17
Search for Organization/Agency
  • All matching results for your keyword will
    display in the box titled Select a Charitable
    Agency Code. To select one of those agencies
    for your donation, simply click on the Charitable
    Agency Code. (Such as 5503 for American Heart
    Association).

18
One Time Contributions
  • If you have selected a code from the search
    screen, the application will return you to the
    One Time Contributions screen and will fill in
    the code for you. If the code is correct, simply
    enter the amount that you wish to contribute into
    the Annual Amount field.

19
One Time Contributions
  • After you have entered the annual amount, press
    the Add Entry button.

20
One Time Contributions
  • If the amount is correct and you do not wish to
    contribute to another charitable agency, you can
    press the submit donation button. If you wish
    to contribute to another charitable agency,
    simply repeat the process and enter another
    charitable agency code in the box. If the amount
    is not correct and you need to change it, you may
    edit the transaction by clicking on the EDIT text
    right next to the Charitable Agency Code.

21
Editing One Time Contributions
  • If you are editing a specific contribution, the
    agency code and amount that you entered will
    appear in the appropriate boxes. To make a
    change to an amount, simply overwrite the amount
    that appears in the box with the correct amount
    and then press the Edit Entry button.
  • Note you may also press the cancel button to
    exit the transaction without confirming your
    donation.

22
Editing One Time Contributions
  • The modified amount will display on the screen.
    If this is correct, simply press the Submit
    Donation button.
  • Note you may press the cancel button to exit
    the transaction without confirming your donation.

23
Submitting One Time Contributions
  • Once you have submitted your One Time
    Contribution, the system will provide you with
    more instructions. Even though you have
    submitted your contribution, it will not be saved
    until you press the Confirm Donation button.
    At this point, you can still Edit your
    transaction or Cancel and come back to it later.

24
Confirming One Time Contributions
  • After confirming your donation, a receipt will
    appear on the screen. Please ensure that you
    print the receipt at this time as it will not be
    available to print again. When you are done
    printing, press the Finished button and your
    contribution will be complete.

25
Deleting Contributions
  • Note Whether you are in the Payroll Deduction
    Contribution screen or the One Time Contribution
    screen, you may delete a contribution, anytime
    before pressing the Confirm button.
  • Simply press the DELETE at the far right of the
    contribution line.

26
Deleting Contributions
  • The charitable agency code and amount from the
    line you were working with will show in the
    yellow boxes.
  • Simply press the Delete Entry button and the
    contribution will be deleted.

27
Deleting Contributions
Write a Comment
User Comments (0)
About PowerShow.com