Combined Federal Campaign MyPay Module

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Transcription:

Combined Federal Campaign MyPay Module 2014 Campaign John Clausen Director, Greater Indiana CFC 1

MyPay CFC Module Benefits Increased donor confidentiality Reduced administrative workload Reduced possibility of administrative errors associated with paper pledge form processing Reduces campaign costs Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities 2

MyPay Background The platform will be used until national systems are introduced by OPM in the future. Used across three payroll systems: DCPS (Civilians) DJMS (Army, Navy and Air Force) MCTFS (Marines) 3

DFAS Customers DoD MilPay Civ Pay Others (subject to change) Veterans Administration Department of Energy Health and Human Services (FDA) Environmental Protection Agency 4

MyPay Details No Ability to change/update pledges Universal Giving enabled through MyPay All charities eligible for participation in the CFC nationwide are eligible giving options in the 2014 campaign. Time Limit Sessions are limited to 30 minutes. At the 20 minute mark, users will get a warning asking if they want to extend. If they say yes, they get ten more minutes. At the end of that period, the session will close. All progress at that point will be lost. 5

MyPay Details Donors are encouraged to research charity choices before logging into MyPay to contribute due to Universal Giving and time limits Use Search Charities at www.cfcindiana.org for research charity choices. Identify 5-digit charity codes for entry into MyPay. 6

MyPay Details Reporting of Pledges MyPay doesn t allow CFCs to track donors by federal agency. For a federal agency s pledges to be properly credited, the donor MUST enter the 4-digit code given to them by their Keyworker in the Command/Unit Name field. See your CFC Coordinator or Keyworker to obtain your federal agency code (4-digits). If you are unable to obtain your federal agency code, enter the agency s address. 7

TRAINING SLIDES 8

Combined Federal Campaign option added to MyPay Main Menu 9

If the donor is a Civilian/Marine, the donor only needs to select Add New Contribution 10

Key Training Point 1. The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel. Donors must enter their 4-digit Campaign Code 0283. 2. All other donors campaign information will be automatically populated 11

Entering an invalid campaign code will result in an error message 12

1. Active duty Army, Navy, and Air Force personnel must Confirm Campaign prior to continuing 2. Other donors will not see this screen 13

Donor selects donation amount per pay period/month Key Training Point Maximum allowable total donation for military personnel is $833/month. For donations higher than that, military donors should use a paper pledge form 14

Donors can search for charities in multiple ways. The donor can specify the 5- digit Charity Code. 15

The donor can search for a specific charity by name. 16

The donor can search for a charity by service type 17

The donor can also search for charities using Administrative Overhead rate and/or by Keyword The donor can limit the search to All Local, All National, or All International Charities 18

The donor can select charities or return to search for additional charities Key Training Point Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms 19

The donor enters the per pay period or per month donation amount 20

Balance remaining is automatically calculated Donor has the option to continue or add / delete charities 21

Key Training Point For an organization s pledges to be properly credited, the donor MUST enter the 4-digit code given to them by their Keyworker in the Command/Unit Name field Pledge summary is displayed; undesignated funds are automatically calculated and displayed 22

Final review and opportunity for donor to confirm intent 23

Key Training Point No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping. 24

Donor receipt copy. Up to five charities are listed on Page 1 25

Additional donation information 26

Key Training Point Recap 1. The Campaign Search screen is only be shown to active duty Army, Navy, and Air Force Personnel. This information is automatically provided for active duty Marines and Federal civilians. 2. Maximum donation amount for military personnel is $833/month. 3. Donors can designate to a maximum of 30 charities (29 if there are undesignated funds remaining). 4. Donors must be trained to enter their Command/Unit or Federal Agency/Office name code for pledges to be properly credited. 5. There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records. Highly recommend that they print this. 27

QUESTIONS? See your CFC Coordinator or Keyworker 28