United Way of Greater Richmond & Petersburg

Option 1: Single Click Sign-On (Recommended) - The employee will receive an email from United Way with a unique link that will log them directly into their individual e-Pledge portal.

Option 1a - The employee will be prompted to change their password upon login.

Option 1b - The employee will not be prompted to change their password upon login.

Option 2: Same Password - The employee will enter their User ID (Employee ID or other unique identifier) and a generic password. The employee will be prompted to change their password upon login.

Option 2a - United Way will send the email.

Option 2b - Your organization's Employee Campaign Manager will send the email internally.

REPORTING OPTIONS

I would like to receive access to the e-Pledge Coordinator Portal to run reports and track results instantaneously.

Is there another individual(s) besides yourself that should be given access to the e-Pledge Coordinator Portal?

Yes

If yes, please provide their name(s) and email address(es):

I would like to receive reports sent directly to my email.

Is there another individual(s) besides yourself that should receive the report emails?

Yes

If yes, please provide their name(s) and email address(es):

Select how often

Daily

Weekly

Starting on what date?

Select the day(s)

Starting on what date?

Starting at what time?

REMINDER OPTIONS

I would like to schedule reminder emails (Only for login options 1 or 2a)

Select how often

Starting at what time?

➢ Welcome Letter from the CEO or leadership. Optional. This letter will be displayed on the e-Pledge home page upon login.

Will you be submitting a customized letter from your organization's CEO or leadership?

Yes

I plan to submit my file another time/way.

If yes is selected, please copy and paste the message below:

Or attach a document:

Choose File

If no is selected, standard United Way messaging will be displayed on the homepage. Click here to view the message.

➢ Welcome Email from the Employee Campaign Manager. Optional for login options 1 or 2a. This email will be sent with login information to each employee. You may also use the same welcome letter from the CEO or leadership in this email.

Will you be submitting a customized email message?

Yes

I plan to submit my file another time/way.

If yes is selected, please copy and paste the message below:

Or attach a document:

Choose File

If no is selected, standard United Way messaging will be displayed on the email. Click here to view the message.

➢ Employee File. Required for options 1 and 2. This includes employee's first and last names, employee ID, email address, work location, number of pay periods and home address so they can receive an acknowledgement of their gift.

Will you be submitting an employee file?

Yes

I plan to submit my file another time/way.

Upload an attachment (.csv format required):

Choose File

Please provide the information for the payroll contact that Greater Richmond & Petersburg should communicate with in regards to Payroll Deductions.

TERMS AND CONDITIONS

* I understand that United Way of Greater Richmond & Petersburg will not sell, share or trade our donors' names or personal information with any third party other than local United Way organizations and our service providers, nor send mailings to our donors on behalf of other organizations. Learn more about our privacy policy, terms and conditions by clicking here.

* I have requested the setup option that is selected above. If option 1 or 2a is selected: (1) I understand that United Way of Greater Richmond & Petersburg will send at minimum, one mass communication to employees. (2) I agree to whitelist the following email addresses: epledge@yourunitedway.org, info@yourunitedway.org, and andarbounceback@yourunitedway.org, so United Way emails are not marked as spam.

* I have reviewed this document and give permission to United Way of Greater Richmond & Petersburg to continue with the setup of our e-Pledge portal.

e-Pledge Agreement