In order to expedite the updating of employee information prior to the kick-off of your United Way campaign, please provide the following information at least 3 weeks prior to the kick-off date. Employee data must be provided in an excel spreadsheet. If you need assistance preparing your data file, or have any questions about what should be provided, please contact our Database Administrator, Marcie Murray, at 610-685-4580 or firstname.lastname@example.org.
Employee data to sort/filter reporting on
Employee information to print on pledge forms
Personalized Envelope Details
Employee information to print on envelopes (NOTE: Envelopes will be printed in same order as pledge forms and will be provided automatically.)
Please include the following in each envelope:
The following information must be included in your data file: 1) an Employee ID (typically a clock number or a number used by your payroll system to uniquely identify the employee); 2) Employee Name separated into columns (First, Middle, Last, Suffix)...a prefix should also be included if it's available; 3) if using our ePledge system, a valid work e-mail address.
Any other information you would like included on your personalized forms or available for ePledge reporting should be clearly marked on the spreadsheet as well. For example, if you are including departments or locations, the column header should be labeled "department".
Home addresses, if included, should be separated into the following columns: Address Line 1, Address Line 2 (if necessary), City, State, Zip Code. For address lines, full spelling of "Street", "Avenue", etc. is appreciated.
Items marked with an asterisk(*) are required