Overview of Donation

Workers can donate some or all of their accrual plan balances to others who need it. Administrators and managers can also do this on behalf of workers.

Here's how workers and managers donate time:

  1. Click Donations in the Time and Absences page. Managers can navigate to this page using the Donations quick action from My Team page.

  2. Click Add in the Donations page.

  3. Select the date and absence plan you want to donate from. Enter the amount of time you want to donate.

    Note: Employees with multiple assignments must select the assignment and then the plan from which they want to donate.Managers and administrators will see one row per assignment when they search for the employee. Select the assignment from which donation is to be made.
  4. Select the alias or name of the recipient. If there's no alias, the recipient name appears.

  5. Click Submit.

If you're an administrator, here's how you disburse an employee's balance:

  1. Click Absence records in the Absences work area under the My Client Groups tab.

  2. Search and select the employee to open the Manage Absences and Entitlements page.

  3. Select the absence plan and click Initiate Donation on the Enrollments and Adjustments menu. This menu is in the Plan Participation section.

  4. .Select the date and amount to be donated

  5. .Select the alias or name of the recipient. If the alias isn't defined, the recipient name appears

  6. Click Submit.