This article gives guidance to Good2Give's employee, pledge and donation reports in the Employer Giving Centre. These reports are only available upon request to your account manager and only one Employer Giving Centre user is able to access these reports at any one time. Note: as of January 2024, PII data can be masked or unmasked via the report itself.
Employee Report
The employee report shows you the details and status of all employees with a Good2Give profile - previous or current. There is no filter applied to this report - it shows all employees from inception to now.
There is an option to mask the PII given to the CSR Manager. This checkbox is marked by default. If a report is generated with the mask PII button checked it will not display the PII data i.e. Fname, Lname, Email address of the User.
Click on “ Generate the report” button to generate the report. This will create a report based on the current list of users. It will also record the data of who and when the report was generated as an audit trail.
The employee report consists of following fields.
G2G ID - Is the unique ID within Good2Give that Good2Give provides to each user.
Payroll ID - Is the unique ID that the organization has set to their employees. It is typically the payroll number.
First Name - Employee's First Name.
Last Name - Employee's Last Name.
Email address - Employee's Email address.
Employee Status - Employee's status in the Good2Give Workplace Giving Platform - this will either be
- Draft - employee has self-registered but not accepted invitation
- Pending - awaiting payroll to verify the employee's profile
- Live - current employee profile'
- Suspended - temporarily suspended (e.g. paternity leave, long service leave)
- Terminated - has been terminated from the platform (usually due to leaving the employer)
- Invalid - the employee profile request has been rejected by payroll
- Unverified - the employee is yet to verify their email address
Address - Employee's Address (if entered).
State - Employee's State (if entered).
Country - Employee's Country.
Organisation Name - Name of the organisation they are associated with.
Payroll Cycle Name - The name of the payroll cycle they are a part of.
Custom List Name1 - If any custom list specific to the organisation is used, this data will be shown here (1 of 3)
Custom List Name2 - If any custom list specific to the organisation is used, this data will be shown here (2 of 3)
Custom List Name3- If any custom list specific to the organisation is used, this data will be shown here (3 of 3)
Matching Cap - The total individual matching cap of the employee.
Current Matching Cap - The total remaining matching cap of the employee.
Accepted Date - The date user accepted the invitation to the platform.
Activated Date - The date user activated their profile.
Invitation Date - The date invitation was sent.
Next Payroll - The date of the next pay run.
Last Login - The date employee logged in last.
User Role - What role(s) the user has within the Good2Give Workplace Giving Platform - Charity, Employee, Employer Admin, Payroll
Pledge Report
The pledge report shows you the details of all pledges - live or completed - by your employees. A date filter can be applied to this report.
There is an option to mask the PII given to the CSR Manager. This checkbox is marked by default. If a report is generated with the mask PII button checked it will not display the PII data i.e. Fname, Lname, Email address of the User.
Click on “ Generate the report” button to generate the report. This will create a report based on the current list of users. It will also record the Data of who and when the report was generated as an audit trail. It will take into account the selected Dates and give the pledges made within those dates.
First Name - Employee's First Name.
Last Name - Employee's Last Name.
Email address - Employee's Email address.
Payroll ID - Is the unique ID that the organization has set to their employees. It is usually the payroll number.
Custom List Name1 - If any custom list specific to the organisation is used, this data will be shown here (1 of 3)
Custom List Name2 - If any custom list specific to the organisation is used, this data will be shown here (2 of 3)
Custom List Name3 - If any custom list specific to the organisation is used, this data will be shown here (3 of 3)
Amount - Amount of the donation
Oneoff/Recurring - Whether the donation is one time or recurring
Employee Profile Created Date - The date employee profile was created
Pledge Setup Date - The date the pledge was set up
Charity - The name of the charity and/or charity project.
State - Employee's State (if entered).
Employee Status - Employee's status in the Good2Give Workplace Giving Platform - this will either be
- Draft - employee has self-registered but not accepted invitation
- Pending - awaiting payroll to verify the employee's profile
- Live - current employee profile'
- Suspended - temporarily suspended (e.g. paternity leave, long service leave)
- Terminated - has been terminated from the platform (usually due to leaving the employer)
- Invalid - the employee profile request has been rejected by payroll
- Unverified - the employee is yet to verify their email address
Employee Activated Date - The date employee was activated.
Appeal Name - If the donation was part of an appeal, the name of the appeal.
Pledge Date - Date the pledge was made.
Next Payroll Date - The date of the next pay run.
Payroll Name - Name of the Payroll the employee is a part of.
Pledge Type - The current status of pledge. This will be:
- Live - a live and active pledge
- Deleted - a pledge that was created and subsequently deleted. This is not a live pledge.
- Completed - a pledge that was created, was live and subsequently verified by payroll as a donation.
Live Pledge - If the pledge is currently live (TRUE) or not (FALSE).
Registration Activation Date - The day the employee activated their profile.
Last Modified Date - The date of the last modification of the pledge.
Donation Date - The date of the donation.
Donation by API - If the donation was created via API (TRUE) or through the Good2Give Workplace Giving Platform (FALSE).
Donation Report
The donation report shows you the details of all completed donations by your employees. A date filter can be applied to this report.
There is an option to mask the PII given to the CSR Manager. This checkbox is marked by default. If a report is generated with the mask PII button checked it will not display the PII data i.e. Fname, Lname, Email address of the User.
Click on “ Generate the report” button to generate the report. This will create a donation list based . It will also record the Data of who and when the report was generated as an audit trail. It will take into account the selected dates and give the donations made within those dates.
G2G ID: The unique ID used in G2G to identify employees ( this does not relate to the payroll Id )
Email address - Employee's Email address.
First Name - Employee's First Name.
Last Name - Employee's Last Name.
State: State the employee is from
Payroll ID - Is the unique ID that the organization has set to their employees. It is usually the payroll number or the employee ID.
Submission ID - If the donation is a post-tax or volunteer matching donation - the submission ID of the donation will be populated here. This ID is unique (where made online via the platform).
Donation ID : This is a unique identifier of each donation on the platform.
Payment method : ‘My Pay’ is a payroll donation and ‘Credit Card’ is a credit card donation. Note: if post-tax or volunteer matching - this will show as ‘My Pay’.
Donation Amount : The total amount of donation.
Donation Status:- The current status of the donation
| Awaiting Validation | The donations that are awaiting validations from the payroll |
| Validated | The donations that are validated from the payroll and are awaiting payment by the client |
| Received | The donations whose payments have been made by the client and is waiting to be paid to the charity on the next charity pay out. |
| Paid | The donations have been paid to the charity. |
Payroll Name: The Payroll Name of the Employee signifying which payroll the employee is a part of.
Charity Name: The name of the charity who the donation is associated with.
One-off /Recurring: This field signifies whether the donation is one off or recurring. All post tax and volunteer matching are referred to as one off donations.
Donation Date: This refers to the payroll date of the payroll donation. In case of the non payroll donations it just signifies the month the donation was made in.
Donation By API: It is true to only to those donations that have made in Good2Give donation API.
Custom List Name1 - If any custom list specific to the organisation is used, this data will be shown here (1 of 3)
Custom List Name2 - If any custom list specific to the organisation is used, this data will be shown here (2 of 3)
Custom List Name3 - If any custom list specific to the organisation is used, this data will be shown here (3 of 3)
Donation Type - the categorisation of the donation - use this field in conjunction with Payment Method and Donation Activity Type. This will be:
- WPG - workplace giving donation - attributed to the employee's activity and payment method
- Match - corporate matching donation - attributed to the employer
Employee Status - Employee's status in the Good2Give Workplace Giving Platform - this will either be
- Draft - employee has self-registered but not accepted invitation
- Pending - awaiting payroll to verify the employee's profile
- Live - current employee profile
- Suspended - temporarily suspended (e.g. paternity leave, long service leave)
- Terminated - has been terminated from the platform (usually due to leaving the employer)
- Invalid - the employee profile request has been rejected by payroll
- Unverified - the employee is yet to verify their email address
Individual Matching Cap - The total individual matching cap of the employee.
Organisation Matching Cap - The total organisation matching cap.
Activated Date - The date employee was activated.
Appeal Name - If the donation was part of an appeal, the name of the appeal.
Cause Area - the cause area the Charity sits within (nominated by the charity)
Payroll Date - the date of the payroll the donation was made in.
Payroll Batch - the Good2Give payroll batch the donation is attributed.
Fundraising Page URL - if a fundraising donation via GoFundraise, the fundraising page URL will appear here.
Fundraising Event Name - if a fundraising donation via GoFundraise, the fundraising event name will appear here.
Fundraising Creator - if a fundraising donation via GoFundraise, the fundraising creator (name) will appear here.
FirstTimeDonor - is this employee a first time donor (TRUE) or not (FALSE).
Address - Employee's Address (if entered).
Pledge Setup Date - The date the pledge was set up.
Live Pledge - If the pledge is currently live (TRUE) or not (FALSE).
Registration Activation Date - The day the employee activated their profile.
State - Employee's State (if entered).
Pledge Date - Date the pledge was made.
Donation Activity Type - the activity type that the donation was made in. Use this field in conjunction with Payment Method and Donation Type. This will be either:
- Workplace Giving - workplace giving donation made via payroll or credit card
- Fundraising - donation made via a fundraising page
- Post-Tax Matching - matching donation made via Post-Tax (Gift) matching submission
- Volunteering Matching - matching donation made via Volunteering matching submission
- Corporate - matching donation made via Corproate Donation batch up load