The Payroll Startup Extension Pack is designed to seamlessly transition existing employee payroll pledges from your legacy system into the CyberGrants platform. This extension facilitates a one-way, one-time data transfer of all recurring employee pledge contributions currently in your payroll system. Through this process, CyberGrants creates both Pledge Summary Records (representing the total pledge amount across all allocations) and Pledge Detail Records (individual allocations to specific organizations), ensuring your employees' charitable commitments are ready when they first access the system. The file format accepts comma, pipe, or tab-delimited text files containing essential information such as Employee ID, charity details, pledge amounts, and currency designations.
The implementation process follows Bonterra's vetted methodology to ensure system integrity and proper data migration. Initially, organizations provide a test file of active pledge data, which CyberGrants loads into a Sandbox environment for review. Following your approval, a final startup file is loaded into production at least five business days before implementing the payroll data feed. The extension includes functionality to identify existing charity records in the database to avoid duplications, though standard organizational merge functions are available if needed. This extension, like other standardized add-ons, can be purchased using solution credits and includes valuable maintenance support.
For successful implementation, several key requirements must be observed including a blackout period during the cutover to CyberGrants when employees cannot transact against pledges in the legacy system. After the startup file is loaded, any additional pledges created will need to be manually added to CyberGrants before receiving the first deduction file from Payroll. To proceed with implementing the Payroll Startup Extension Pack, please work closely with your implementation team to ensure all requirements are met and the file format specifications are followed precisely for a smooth transition of your payroll pledging program. If you have any further questions after viewing this video, please contact your assigned Project Manager.
