Only Display Eligible Donation Types within a Giving EE
We have a segmented CSRconnect community where 1 segment has access to payroll giving and the other does not. When creating a Giving EE for Disaster Relief initiatives we are currently required to create 2 separate EEs to ensure the segment without payroll does not accidentally gain access to the payroll donation types.
This IDEA is to allow for 1 Giving EE to be created for all segments and if payroll donation types are enabled within the EE then users without this donation type would not see these as options when making a donation via the Giving EE.
CURRENT RISK: If we were to use 1 EE for both segments currently, users who should not have access to payroll giving would be able to use payroll as a donation type if it were a donation type associated with the Giving EE.
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Madison Nowlin
- Jun 26 2023
- Already exists
| Client Name | Cardinal Health |
| Employee Name | Emily Sandman |
Related ideas
Hi Madison, thank you for your submission. Looking at the client's settings, it doesn't appear that their payroll program is set for a proper HR value to determine an employee's eligibility for payroll. This should be set up with implementation assistance and ensure the client is providing that value within their HR file. Once these are done there will be no need for 2 EEs as payroll will only show to those who are eligible.