EPLEDGE CHECKLIST
Below is information needed to build your ePledge site. Please complete the information below and an ePledge Support Specialist will be in contact with you once the form is received. Please keep a copy for your records.
CAMPAIGN INFORMATION
Company Name
Campaign Type
Please select...
Employee File (Preferred)
Employee Registration
Employee File (Preferred/Standard)
- Campaign Coordinator submits employee file with required information. United Way uses this information to send individual login emails to each employee.
Employee Registration
- United Way generates a link and sends to the Campaign Coordinator who then distributes to all employees.
x
Company Coordinator
Email Address
Total # of Employees
Campaign Goal
Enable Single Sign On (SSO)
Single Sign On (SSO) may be set up for your group to allow users to easily login with their existing workplace credentials instead of needing to create another account with new passwords.
x
ENABLING SINGLE SIGN ON
If you would like to enable Single Sign On (SSO), please provide contact information for your IT department.
Contact Name:
Contact Email
Contact Phone Number
CAMPAIGN INFORMATION
Campaign Kickoff Date
Campaign End Date
Login Email Date
Thank You Email Date
Pledge Email Reminder Date(s)
Please list all dates that email reminders need to be sent.
CUSTOMIZATION DETAILS
Upload Company Logo (color, JPEG or PNG file)
Upload a current employee file in Excel format.
Please make sure your employee file contains the following data elements (required data elements are marked with an asterisk*): First Name*, Last Name*, Work email*, Employee ID, Division/Department, Location, # of pay periods.
Does your company participate in any matching programs?
Please select...
No. We do no participate in a matching program. Please exclude this option.
Yes. We are participating in a matching program. Include this option.
Please describe your company matching program
Does your company want to add Fair Share amounts? If yes, please make sur to add the fair share amounts to the employee file before uploading it.
Please select...
Yes
No
Pledge Type Options
Payroll Deduction
Bill Me ($100 minimum)
Credit or Debit Card ($25 minimum for recurring payments)
Cash
Check
For Cash or Check: Please provide instructions of person/place who will collect these payments.
Payroll Deduction Start Date
For Payroll Deduction: Select the pay periods schedule(s) that your employee can choose for payroll deduction.
52 - Weekly
26 - Bi-Weekly
24 - Semi-Monthly
12 - Monthly
1 - One Time
COMPANY CAMPAIGN DETAILS
Does your company have multiple sites or locations participating in this campaign?
No
Yes
Please attach a listing of all locations/sites and addresses.
Will your company be offering paper pledges during your campaign?
No
Yes
Does the coordinator plan to enter the pledge cards into the epledge system?
No
Yes
Additional Comments
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