Giving

In an effort to foster a sense of corporate social responsibility and empower employees to make a positive impact beyond the workplace, Zoho ERP is equipped with the Giving Module.

This unique feature allows you to create campaigns that enable employees to contribute towards specific causes, with the added benefit of potential exemptions in their Income Tax calculations and Form 16.

After creating the campaign, you can show it in the portal so your employees can see it. In Zoho ERP, you can enter the amount pledged by employees. Once you do this, the pledged amount will be taken out as a donation when the monthly payroll is processed.

Creating Campaigns

Go to Payroll on the left sidebar.
Navigate to Giving tab on the module bar on top.
Click New Campaign on the top right corner.
Enter the name campaign and description for the campaign.
Select the exemption type.
Select when the campaigns end. After the end date, the campaign will be inactive.
Choose if you want to display the campaign for the employee in the employee portal.
Click Save.

Once you create campaigns, you will have to add employee contributions to the campaign.

Add Employee Contributions

You will have to record the amount pledged by your employees towards the campaigns you’ve created.

Click Add Employee Contributions.
Select an employee and enter the amount.
Click Save.

Here’s how you can view the list of employees who have pledged.

Go to Payroll on the left sidebar.
Navigate to Giving tab on the module bar on top.
Click View Details.
Switch to the Pledged Employees tab.

After the pledged amount is deducted from the pay run, you can view the employee contributions corresponding to the pledged amount. Here’s how:

Go to Payroll on the left sidebar.
Navigate to Giving tab on the module bar on top.
Click View Details.
Switch to the Contributed Employees tab.

Note: You can edit or delete the pledged amount in the pledged employees list.

Alternatively, you can also record the pledged amount in the employee details page. Here’s how:

Go to People on the left sidebar.
Navigate to Employees tab on the module bar on top.
Select the employee for whom you want to add a donation.
Click the Add dropdown on the top right corner and select Donation Contribution.
Select a campaign and enter the pledged amount.
Click Save.

Filter Campaigns

You can use the Campaigns filter to view campaigns based on their status.

Go to Payroll on the left sidebar.
Navigate to Giving tab on the module bar on top.
Click the Campaigns filter at the top left (for example, Active Campaigns).
Select one of the following based on your requirements:

Filter option	Description
All Campaigns	Displays both active and completed campaigns.
Active Campaigns	Displays campaigns that are currently running and can accept contributions.
Completed Campaigns	Displays campaigns that have ended and are no longer active.

Edit Campaign

You can update the information regarding a campaign you’ve created. Here’s how:

Go to Payroll on the left sidebar.
Navigate to Giving tab on the module bar on top.
Click View Details.
Click Edit.
Update the details and click Save.

Delete Campaign