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Giving

In an effort to foster a sense of corporate social responsibility and empower employees to make a positive impact beyond the workplace, Zoho Spend 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 Spend, 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.

Create Campaigns

Here’s how you can create campaigns:

  • Go to Payroll on the left sidebar.
  • Click Giving.
  • Click New Campaign at the top right corner.
  • Enter the Campaign Name.
  • Provide a description in the About the Campaign field.
  • Select the Exemption Type from the dropdown.
  • Select when the Campaign Ends On. After the end date, the campaign will be inactive.
  • Check the Show in Employee Portal option if you want the campaign to be displayed to your employees in their portal.

Note:

  • All contributions made by your employees will be considered for exemptions based on the Exemption Type selected and will be applied in their Income Tax calculations and Form 16.
  • Based on your employees’ contributions, liabilities will be raised, and you can pay the deducted amount using their PAN.
  • 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. Here’s how:

  • Go to Payroll on the left sidebar.
  • Click Giving.
  • Click View Details next to the campaign for which you want to add employee contribution.
  • Click Add Employee Contributions.
  • Select an Employee from the dropdown and enter the Amount.
  • Click Save.

After the pledged amount is deducted from the pay run, you can view the converted contributions corresponding to the pledged amount.

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

  • Go to People on the left sidebar.
  • Click Employees.
  • Select the employee for whom you want to add a donation.
  • Click the Add dropdown at the top right corner.
  • Select a Campaign from the dropdown and enter the pledged Amount.
  • Click Save.

Edit Campaigns

Here’s how you can edit the details of a campaign:

  • Go to Payroll on the left sidebar.
  • Click Giving.
  • Click View Details next to the campaign that you want to edit.
  • Click Edit at the top right corner.
  • Make the necessary changes and click Save.

Delete Campaigns

Note: You will not be able to delete a campaign once it’s associated with a pay run.

Here’s how you can delete a campaign:

  • Go to Payroll on the left sidebar.
  • Click Giving.
  • Click View Details next to the campaign that you want to delete.
  • Click the Delete icon at the top right corner.
  • Confirm your action by clicking Yes in the pop-up.
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