UNITED AIRLINES EMPLOYEE USER GUIDE - Amazon S3 · United Airlines Employee User Guide Dashboard...

UNITED AIRLINES EMPLOYEE USER GUIDE

YourCause, LLC | United Airlines Employee Engagement Platform | 2016

Table of ContentsClick on the ‘How To’ section you would like to jump to:

How To: Navigate Community Home Page- Community Navigation Bar- Dashboard Statuses - Featured Programs

How To: Manage Giving- Give Now- Search for Charities- Make a donation

How To: View Donation History- Access Donation History- Status Definitions - Export Summary

How To: Manage Volunteering- My Volunteering- Search Events - Log New Hours- Create Events

United Airlines Employee User Guide

ALL INFORMATION CONSIDERED PRIVATE & CONFIDENTIAL | YOURCAUSE, LLC 2508 HIGHLANDER WAY – SUITE 210, CARROLLTON, TEXAS 75006

Navigate Community Home Page

United Airlines Employee User Guide

Dashboard Statuses:• View your current contributions, year

to date volunteer hours and upcoming events through your dashboard:

‘Donated YTD’: Total processed contributions made through the site. Once processed, youcan view a summary of your payroll,credit card, and matching dollars in yourdonation history.

‘Scheduled’: Recurring payroll donations set up through the site. This also includesone-times that have not been processed, as well.

‘Hours Logged YTD’: This will show your total volunteer hourslogged through the site.

‘Upcoming Events’: The number of your upcoming events andthe date of your next event.

Community Navigation Bar:• Serves as a control point to link the

user to sections and available programs within their community.

Featured Programs:• Features links for

information regarding giving and volunteering options, highlights volunteering events and help resources.

How To: Navigate Community Home Page

Manage Giving

United Airlines Giving and Volunteering User Guide

To make a new donation(s), please click on the:

• ‘Give’ tab located on the community navigation bar.

-OR-

• ‘’Make a Donation’ button located on the community home page..

How To: Give Now


• Locate your charity through our search tools, filtering by ‘Search’, ‘Popular’ , and/or ‘My Favorites’.

• NOTE: The ‘Popular’ search is an aggregate of the most commonly donated-to charities by all users, while ‘My Favorites’ is a list of charities you have personally given to or volunteered for. ‘My Favorites’ can be managed in ‘My Account’ via the home page

How To: Search for Charities

• Click ‘Filters’ under the ‘Search’ button to bring up advanced search options. See details below for filter tips:

1. Enter full name of charity (not partial name) for best results

2. Put quotes around the charity name to focus the search

3. Search by a charity’s EIN (tax ID number) for more specificity

4. Click on ‘Filters’ for advanced options5. Enter specific ‘Location’ details for more accuracy6. Click ‘Reset Search’ if you need a fresh start


1. When you are ready to select a charity to donate to, click on the ‘View Profile’ for that charity.

How To: Search for Charities - continued

2. This will direct you to the charity’s page where you will click on‘Donate Now’ to make a donation or ‘Record an Offline’ to

recorda donation that has been made outside of the Community site.

• NOTE: If a charity is unable to receive donations due to eligibility or another reason, it will show that on the charity page. Please email [email protected] if you have further questions about the charity status.

mailto:[email protected]


How To: Make a Payroll Donation

1. After clicking on ‘Donate Now’, please choose from ‘One-Time Payroll’ or ‘Recurring Payroll’ in the ‘Select Type’ drop down menu. 2. In the ‘Donation

Details’ section, enter the amount to be deducted from your paycheck, whether one-time or recurring.

2. Add a ‘Designation’ if appropriate to your donation (optional).

2. Click ‘Continue’ to proceed.


How To: Make a Payroll Donation - continued1. Now you can choose what information you

would like shared with the Charity.2. Select from ‘Name and Email’, ‘Name, Address,

and Email’, or ‘Anonymous’.3. Click ‘Continue’

NOTE: ‘Email’ refers to your work email. ‘Address’ refers to your work address that is sent on the HR file.

1. Lastly, review and confirm your ‘Donation Summary.’

2. If everything is accurate, click ‘Confirm Donation’ to complete the process.

3. If you need to make changes, scroll up to the previous sections.

A donation confirmation pop-up will appear where you can then click ‘Continue’, which will return you to the community home page.


How To: Make a Credit Card Donation

1. After clicking on ‘’Donate Now’, please select ‘Credit Card’ in the ‘Select Type’ drop down menu.

2. Enter the amount of your donation, your name, card number, and all other credit card details.

3. Next, scroll down to enter your ‘Billing Address.’

4. Enter your ‘Billing Address’ as it appears on your credit card account.

5. Enter a ‘Designation,’ if appropriate to your donation (optional).

6. Click ‘Continue’ to move proceed.

NOTE: If any of the required fields are missing information, the ‘Continue’ button will not activate and you will not be able to move forward until allrequired sections are completed.


How To: Make a Credit Card Donation- continued1. Now you can choose what information you

would like shared with the Charity.2. Select from ‘Name and Email’, ‘Name, Address,

and Email’, or ‘Anonymous’.3. Click ‘Continue’







How To: Record Offline Donation

1. After clicking on ‘’Record an Offline’, please select ‘Offline Donation’ in the ‘Select Type’ drop down menu.

2. Enter the amount that you donated.

3. Enter the date of the original donation.

4. Select the donation type ‘Cash’, or ‘Check’ from the ‘Donation Method’ drop down menu.

5. Add a ‘Designation’, if appropriate.

6. Click ‘Continue’ to Proceed.

NOTE: If any of the required fields are missing information, the ‘Continue’ button will not activate and you will not be able to move forward until all required sections are completed.


How To: Record Offline Donation - continued

1. Now you can choose what information you would like shared with the Charity.

2. Select from ‘Name and Email’, ‘Name, Address, and Email’, or ‘Anonymous’.

3. Click ‘Continue’







View Donation History


How To: Access Donation History

There are 2 ways to access your Donation History:

• Click ‘Give’ from the top navigation bar and select ‘Donation History’.

• Click ‘View My Donation History’ under your name on the community home page.


How To: Donation History Status Definitions

• Scheduled: These are payroll contributions you have set up through the giving site. One-time donations will remain listed until processing begins; Recurring deductions will remain listed until cancelled or the end of the payroll project.

• In Process: This section will display all donations that are currently going through a donation cycle.

• Donation History: This section will display payroll donations that have been deposited; credit card donations that have been processed; and offline donations that have been recorded. This data will appear as long as the associated match has also been processed.


How To: Donation History Export Summary

The ’Donation History’ section will display any donations in which the status and the match status are ‘Complete’. Please keep in mind that this section shows the last 3 months of your donation history.

• If you would like to see more or less information, you can use the date filter to select the timeframe or exact dates for which you would like to view your completed donations.

When exporting your Donation History, you will have the option to select the year from the drop down.

NOTE: When selecting the year, a new tab will appear with the new export.

The information in the Export can be copied and pasted in Excel if needed.


Manage Volunteering


• To navigate to the ‘My Volunteering’ page, click on the ‘Volunteer’ tab.

Note: The ‘My Volunteering’ page is where users can view and manage volunteering hours and events.

How To: My Volunteering

• A summary snapshot of volunteer hours is provided by the ‘Hours Logged YTD’, ‘Total Events Attended’ and ‘Hours Logged All Time’ sections of the page.

• Users can also view their upcoming events, event history and events created by the user that are in draft or pending approval.

• An event organizer can edit events they’ve created by clicking on the ‘Event Options’ drop down.


• To search for volunteering events, click on ‘Search Events’ from the My Volunteering page.

How To: Search Events

• Adjust any filters such as “Location” or event title “Keywords” to tailor your search results.

• After entering search criteria and applying filters, click the ‘Search’ button

• Click on the event name for the selected event


• After selecting the event, click on the ‘Sign Up!’ button to participate in the event.

How To: Search Events (continued)• Select the participants to register for

the event

• Click on the ‘Continue to Next Step’ button.


• After selecting the participants to participate, enter the participation date and the number of hours for that will be volunteered for the event.

• Click on the ‘Continue to Next Step’ button.

How To: Search Events (continued)

• Once the participation date and hours have been selected, you will need to review and confirm your participation

• Click on the ‘Got it, Sign Me Up’ button


• After the registration process has been completed for the event, a confirmation that you are now registered will appear.

• Click the ‘Continue’ button

How To: Search Events (continued)

• The event will now show as an upcoming event on the ‘My Volunteering’ page.


• From the ‘My Volunteering’ page, select ‘Log Hours’ to enter volunteer hours performed separately from an event in the system.

How To: Log New Hours


• The ‘Event Summary’ is where the basic details of volunteer hours are entered.

• Complete all required (*) fields:- My Hours: Enter the number of hours volunteered- Event Name: Provide a name for the volunteer activity.- Participation Date: This is the actual date volunteering

occurred- Location: Location details are required unless the event is

an online “virtual event”- Organization: Locate and select the organization where the

volunteering occurred

How To: Log New Hours – Event Summary

Note: If the event occurs regularly, check the ‘Event Repeats’ box to enter recurrence details and save time logging hours in the future.


• Select ‘Add Details’ to provide additional information about the volunteer event to the United Airlines team.

• Fields in this section are optional but helpful:- Description: Provide details about the volunteer activity- Contact Name and Email: Contact at the organization that

can verify your volunteer hours if necessary- Location Details: Add a street address to the previously

entered location information- Board Membership: Board Membership information can be

added or modified in this section

How To: Log New Hours – Add Details

• Select ‘Done’ to save the volunteer entry.


• After the Log New Hours entry has been submitted, the entry can be viewed in the ‘Event History’ from the ‘My Volunteering’ page.

• ‘Event History’ is where users can view information for past events and hours logged.

• Users can also edit hours logged for an event by clicking on ‘Event Options’ and selecting ‘Edit’.

How To: Log New Hours


How To: Create Event

• Create Event is a way to create volunteer events for others to join and participation in.

• United Airlines users will be able to search for these events and sign up to participant once the event has been approved and published.

• Click on ‘Create Event’ to create a new event in the system


How To: Create Event – Event Summary

• The ‘Event Summary’ is where the basic details of the event are entered.

• Complete all required (*) fields:- Event Name: Enter the Event Name- Description: Enter the details you want to share with the

participants regarding the event.- Date & Time: Enter the event start & end time as well as the date

- Select ‘Is your event ongoing?’ if the event continues indefinitely

- Check ‘Event Repeats’ if the event is recurring to enter the recurrence details

- Address: Location details are required unless the event is an online “virtual event”

- Organization: Locate and select the organization where the volunteering occurred

- Event Status: Choose “Draft” if the event isn’t ready to be published or “Submit for Approval” for the event to be reviewed for approval by a community admin

• Select ‘Add More Details’ to move to the next step.


How To: Create Event – Add Details

• The ‘Add Details’ section is optional; however, to ensure the highest level of participation, provide as much detail a possible about the event.

• This section is broken into sections where the Event Creator can add a description, photos, and much more.


How To: Create Event – Add Details (continued)

• Description, Photo & Documents:- Description: Enter the event description with as

much detail as possible.- Add A Photo: Add a photo to make your event

stand out. Choose a file from your computer using the “Choose File” button

- Add A Document: Files, such as a registration waiver or FAQ document, can be attached to the event for participants to download

• Category & Type:- Select the appropriate event type and category

from the drop down.

• Contact Name & Email:- Event Organizer will be pre-populated with the

event creator’s information. Check “Show” if youare the main contact and client “Add Contact Info’to add an additional contact person.



• Location Details:- The location details previously entered can be

modified here.

• Event Capacity & Waitlist:- Events can be set up with Unlimited Volunteers or

the organizer can specify an event capacity.- If the event has a capacity set, the organizer can

activate a “Waitlist” and users will see “Join Waitlist” if the event is full.

• Registration Dates:- The event can be set up to have “Registration

always open” or to be available only during a specified date range.

- If a date is set the event will appear in the search results, but the “Participate” button will not be available to users until the beginning of the registration dates.



• Activate Shifts & Activities:- If there are different activities or duties

scheduled during the event, shifts can be set up to manage the duties for the event

- Enter the Shift/Activity Name and a description of the activity

- Enter the date and time if the shift has a defined time period or select ‘Ongoing Shift/Activity’ if it will occur through the event.

- If there are a limited number of spots for the shift enter the number in the box

- Select ‘Add Shift’ to save the activity - Repeat to add additional shifts.

- The organizer can choose to allow participants to select more than one shift and also determine whether it is required to select a shift.



• Time – Default Participation Hours:- The organizer can set a default number of hours

for the participant- Participants can change the hours during

registration and after participation

• Activate T-Shirts:- If T-Shirts will be offered at the event, choose

which sizes to offer participants

• Event Privacy:- Events can be set to private or public- If the event is public it will appear in search results

for all United Airlines users to join- Private events will not show in search results and

employees can only participate if the organizer adds them to the event.

• Click ‘’Submit’ to submit the event for approval.

• Select ‘Manage Participate’ to move to the next step


How To: Create Event – Manage Participation

• The event organizer can add and remove participants to the event in ‘Manage Participation’. The organizer can also manage shift sign up and waitlists, as well as pull a report with all participants that have signed up.

• The organizer must add themselves to the event if participating.

- Click the + to add yourself to the event

- Enter total hours expected to participate- Choose a shift (if applicable)- Answer any custom questions (if applicable)- Select Board Membership (if applicable)- Click ‘Update’ to be added to the event


How To: Create Event – Manage Participation

• Event Organizers can add participants to the event either by searching for individuals, adding via a bulk upload or adding Family & Friends

• Adding Individual People- Click ‘Add Individual People’- Search using name or email address- Select ‘Add to Event’ next to the individual’s

information


How To: Create Event – Manage Participation (continued)

• To add multiple users at one time, select the ‘Add Multiple People’ link.

- Download & complete the Excel formatted file

- Max. of 1000 users per file- Choose the file from your computer

and click ‘Add’- Close the Mass Upload window

upon completion



- Choose a shift (if applicable)

- Select ‘Save’- The ‘Add

Family/Friends’ flow does not currently capture custom questions.

• Friends & Family members can also be added to events when the feature is enables.

- Click the ‘Add Family/Friends’ link

- Enter the name, email address & hours

- Select ‘Add’



• If shifts are activated, the organizer can see who is signed up for each shift using the drop down menu to the left

• A report of all participants that have signed up can be pulled using the ‘Export Participants’ link. The report will detail the participants, shifts selected and answers to any custom questions that were entered.

• Selecting the ‘Waitlists’ link will show a list of anyone that has joined the list if this feature is activated


How To: Create Event – View and Edit

• Once an event has been created the organizer is able to view the event on the ‘My Volunteering’page and make edits by clicking on the ‘Event Options’ drop down for that event and selecting ‘Manage Event’.

• The organizer can then make any needed changes in ‘Event Summary’, ‘Manage Participants’ and ‘Add Details’.


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