This video provides a comprehensive overview of the Human Resources Feed Extension Pack available through Bonterra's CyberGrants platform, a key tool for corporate grantmaking. The extension automates the transfer of employee information from your HR system to CyberGrants, enabling accurate employment verification and program eligibility. The HR Feed is a one-way transfer that ensures employees can participate in giving and volunteer programs without delays while maintaining security, reporting, and system integrity. The implementation follows a vetted methodology where your HR system exports employee data as a pipe-delimited flat file, which is then securely transferred via SFTP, validated, and imported into the platform.
The video details both required fields and important optional fields that enable advanced features like location-based volunteer matching, approval workflows, and currency customization. It also covers the file transfer specifications, common error types, and critical implementation assumptions. Administrators should work closely with their implementation team to prepare a test file that adheres to the specifications, coordinate integration timelines, and participate in User Acceptance Testing before going live with this extension pack. If you are interested in adding this extension pack to your CyberGrants implementation or have any further questions after viewing the video, please contact your assigned Project Manager for support.