EMPLOYER DASHBOARD
Manage Donations
Manage Donations allows company administrators to create, review, and maintain donation records across multiple payment methods, ensuring accuracy in financial data, impact reporting, and employee contributions. It supports key admin jobs such as correcting records, managing payroll-based donations, and reconciling pledged amounts with actual deductions.
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This feature is especially critical for payroll reconciliation, where donations are pledged through payroll rather than made as one-off payments. Payroll teams consolidate these deductions at a company level and transfer the total to Catalyser, which then distributes the funds through its global payment affiliate partners.
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By enabling adjustments to eligible donation records, Manage Donations reduces discrepancies between payroll systems and the platform, helping maintain trust, transparency, and scalability for companies, employees, and charities.
User Scenario 1: Payroll Adjustment After Processing
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When a company administrator notices a discrepancy between an employee’s pledged payroll donation and the actual deduction processed by payroll,
they want to update the donation record in the platform, so that the final amount matches payroll data and reports remain accurate.
Jobs to be done
​​​Edit Donation
When managing existing donations, I want to edit or correct records where appropriate, so data remains accurate across systems.
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Editing rules vary by payment type:
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Editable
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Recurring donations (amount updates or cancellations on behalf of employees)
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Payroll donations (to resolve discrepancies between Catalyser and payroll systems)
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Off-platform donations
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Not Editable
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Paid card donations
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To support this, donations may be grouped by payment type, making edit permissions clear and reducing errors.
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When adding a new donation, I want to:
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Link the donation to a campaign or a charity / beneficiary, so it is correctly attributed
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Assign the donation to a specific cause or SDG, so impact can be accurately reported
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Set a donation date, so records align with reporting and finance timelines
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Attribute the donation to the company or a specific employee, depending on the source
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Choose whether the donation should be deducted from the corporate matching budget (yes / no)
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Optionally specify the number of donors, so campaign supporter counts are reflected accurately
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Select the payment method, based on how the donation is processed
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User Scenario 2: Adding a Donation Record
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When a company administrator needs to record a donation made by the company or an employee, they want to quickly add a complete and accurate donation record,so that totals, impact, and reporting are correctly updated.
Jobs to be done
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A donation record is created and visible in the Donation Transactions page
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Each record includes:
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Donor (company or employee)
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Donation amount and currency
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Donation date
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Payment method
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Charity / beneficiary
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Campaign (if applicable)
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Submitted by
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Created date
Payment Methods:
No payment required
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Off-platform payment (with invoice upload)
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Payroll adjustment
Payment required
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Invoice request
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One-off payroll payment (employee)
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Card payment
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Clearly understand how adding a donation will update company and employee totals before confirming submission
UX Approach:
Donations on the platform can represent both monetary and non-monetary contributions, such as cash donations or in-kind support like the use of company facilities for a set number of hours. Capturing these variations through traditional, form-based inputs created confusion.
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To address this, we introduced an AI-powered conversational flow that activates once a user selects “Add a record.” The AI guides users through contextual questions, clarifies requirements, and allows receipts or supporting documents to be uploaded. By analysing these inputs, the AI automatically identifies the appropriate donation type and category.
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This approach reduces friction, improves data accuracy, and enables the platform to support complex donation scenarios without adding interface complexity—resulting in a more intuitive and scalable user experience.
User Scenario 3: Approving an Off-Platform Donation
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When an employee or the company makes a donation outside the platform and submits it for recognition,they want an administrator to review and approve the donation,
so that it can be accurately recorded, reflected in totals, and included in impact reporting.
Jobs to be done
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Ability to approve matching or adjust matching.
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Admin can change estimated value
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View submission
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Send email to employee
