Partners Overview

Creating, onboarding, and settings.

Programs/Campaigns

Managing programs and how they tie into salesforce.

Onboarding a Partner

1. Log in to https://convoy-os.convoyofhope.org. (https://convoy-os.vercel.app/ if doing this in a DEMO environment)
2. Make sure you’re in the ‘Workplace Giving’ tab of the app by clicking ‘Workplace Giving’ in the header.
3. Click ‘Add Partner’.
4. On the ‘Create Partner’ screen, enter a name and url for the given partner.
5. Once redirected to that Partner’s newly created settings page, upload their logo.
6. Check in with the partner on their “Payroll Frequency” — how often paychecks are distributed to their employees. Set this frequency under the “Payroll Frequency” section of the “General Settings” page.
7. Decide what programs the partner will use. Toggle these to “checked” by clicking the toggle button next to the given program under “Programs”.
8. If a partner requires parts of their company to be separated: for instance, in a situation where there’s a franchisee of the partner and they don’t want other franchiees to see their reporting data, go to “Partner Structure” and you may organize the partner by organizations and/or locations. See videos for more details.
9. Click the ‘Modules’ tab and decide what payment options this partner will have. Most partners will have ‘Payroll Deduction: Recurring Deduction’ and ‘Payroll Deduction: One-time Deduction” set up.

Your partner is now set up! If you need to onboard employees, see "Onboarding an Employee" section.

Onboarding an Employee

1. Log in to https://convoy-os.convoyofhope.org. (https://convoy-os.vercel.app if doing this in a DEMO environment)
2. Make sure you’re in the ‘Workplace Giving’ tab of the app by clicking ‘Workplace Giving’ in the header
3. Search for the Partner’s name.
4. Click ‘Manage’.
5. Once in the Partner’s settings page, click ‘Employees’.
6. Find the ‘Onboarding’ panel and enter the user’s information. It should be formatted as `FIRST_NAME, LAST_NAME, EMAIL, CUSTOM_IDENTIFIER` . Take note of the COMMAs separating the data.
7. Click ‘Invite Users’ and the invitation will be sent to the given users.

Your employees are now invited!