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User Guide
Tesoro
Tesoro Employee User Guide
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User Guide
Tesoro
Table of Contents Click on the section you would like to learn more.
Set Up a Profile Find a Charity Log New Hours
Create Event (Recruit Employees) Search for a Volunteer Event Credit Card Donation Payroll Donation Record Offline Donation Request a Matching Gift View Donation History
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User Guide
Tesoro
How To: zz Set up a Profile
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User Guide
Tesoro
How To: Setup a Profile Your profile is a place to share more information about yourself, manage favorite charities, privacy settings and community messaging.
Get Started ‘My Info’ Add Your Profile Photo Add Board Memberships ‘My Organizations’ Profile Settings Return Home
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User Guide
Tesoro How To: Setup a Profile
1.
Get Started
Click on your Name in the top left corner to access your profile
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User Guide
Tesoro How To: Setup a Profile
‘My Info’
Users profile is a personal page where users can tell their story and support their favorite organizations.
1.
Click ‘Edit’ on the sections of the info page that you would like to fill in.
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User Guide
Tesoro How To: Setup a Profile
Add Your Profile Photo
Adding a profile picture is optional. Users can also upload additional photos to display in their albums.
1.
Click “Add Photo” to add profile picture
2.
Click “Choose File” to search for a photo from your computer
3.
Check the Terms of Use and ‘Use As My Profile Photo’
4.
Pick a photo album to store your photo
5.
Click “Save” then “Done”
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User Guide
Tesoro How To: Setup a Profile
Board Memberships
Adding your Board Membership(s) is optional. You can add your membership in this section and it will be preloaded when logging hours or creating an event with the organization you serve with. 1.
Click “Add New” next to Board Memberships
2.
Select your Board Role
3.
Select ‘Yes’ or ‘No’ if you represent the company on the board
4.
Enter the time period you served begin and end date
5.
Click “Select an Organization” and search for the charity, select from your favorites or ‘Add Your Own’
6.
Click “Save”
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User Guide
Tesoro How To: Setup a Profile
‘My Organizations’
‘My Organizations’ is a place to select, manage and display users favorite charities.
1.
Click “Edit” in the ‘My Organizations’ section to search for your favorite organization by name or EIN*
2.
Click “Select” in the search results for the organization you want to add as a favorite
3.
Press “Save” then “Done” *Employer Identification Number or Tax ID
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User Guide
Tesoro How To: Setup a Profile
Settings
Settings allow users to manage their privacy and customize the look and feel of their profile. • The ‘Privacy’ section allows users to choose a public or private profile setting • The ‘Language’ section allows users to choose from nine different language options •The ‘Theme’ option allows users to change the color of your profile background
1.
Privacy: Click “Privacy,” select preferences, then click “Save”
2.
Language: Click “Language,” select preference, then click “Edit Language”
3.
Theme: Click “Theme,” choose color, then click “Save”
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User Guide
Tesoro
How To: Find a Charity
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User Guide
Tesoro
How To: Find a Charity Locate a charity using our general and advanced search tools to learn more about the organization, donate, and view the charity’s volunteer opportunities.
General Search Advanced Search Return Home
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User Guide
Tesoro How To: Find a Charity
General Organizations
1.
Click the magnifying glass in the top right corner of the page OR Select the ‘Charities’ tab
2.
Enter the charity name or EIN number (no dashes or spaces) and click “Search”
Note: (If you do not find your charity, users can select “suggest a new organization” or read search tips located at the right of the page.)
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User Guide
Tesoro How To: Find a Charity
1.
Advanced Search
Select the preference organization from the following filters: Location- Select the Country, State, and/or City of the charity Category- Select the charity category from the drop-down menu Filter- Select each filter based on your search preference
2.
Click “Search”
3.
Hover over the charity and click “Select” to view the organization’s full charity page
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User Guide
Tesoro
How To: Log New Hours
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User Guide
Tesoro
How To: Log New Hours ‘My Events’ is your personal volunteer dashboard where you can log past and future service hours. Log New Hours is a place to simply log the volunteer hours that you have or plan on providing for an event.
Log New Hours Event Summary
Add Details
Return Home
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User Guide
Tesoro How To: Log New Hours
Log New Hours
Log past and future events. Users can go back to ‘My Events’ page to edit hours at any time. 1.
Click the Volunteer tab at the top
2.
Click Log New Hours
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User Guide
Tesoro How To: Log New Hours
Event Summary
1.
Enter the Number of Hours you have or plan to volunteer
2.
Enter the Event Name
3.
Select a Participation Date and Time Check Event Repeats if the event is recurring
4.
Enter the event Address, Country, State/Region, County, City & Zip If this is a virtual event, click Virtual Event?
5.
Click Select an Organization Select the organization from your ‘Favorites’ OR Search by name or EIN If you cannot locate your organization, Click “Add your own Organization,” fill out the organization information and click Save
6.
Log Hours for Others: add others to event Add More Details: add more event info Done if you are finished
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User Guide
Tesoro How To: Log New Hours
Add Details
1.
Add a Description for your volunteer event (optional)
2.
Select your Event Category and Type
3.
Enter a Contact Name & Email for the event (optional)
4.
Verify your location details
5.
Select your board membership role from the drop down) menu (optional) OR Click ‘Create New’, enter the board membership details and click “Save
6.
Log Hours for Others: add others to event Done if you are finished
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User Guide
Tesoro
How To: Create Event (Recruit)
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User Guide
Tesoro
How To: Create Event (Recruit) Create Event (Recruit) is a way to create a volunteer event for others to join and participate in. These events are available to search and join by other employees. Event Organizers have the ability to edit the information at any time through the ‘My Events’ page.
‘My Volunteering’ – Create Event (Recruit)
Event Summary Add More Details
Manage Participants
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User Guide
Tesoro How To: Create Event (Recruit)
‘My Volunteering’
Create an event for other employees to join and participate. Users can go back to My Events page to edit hours at any time.
1.
Click the Volunteer tab at the top
2.
Click Create Event (Recruit)
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User Guide
Tesoro How To: Create Event (Recruit) 1.
Enter the Event Name
2.
Select an Event Start/End Date and Time - Check ‘Event Repeats’ if the event is recurring
Event Summary
- Select ‘Is your event ongoing?’ if the event continues indefinitely
3.
Select an Event Type and Category
4.
Enter the event Address, Country, State/Region, County, City & Zip If this is a virtual event, click ‘Virtual Event’?
5.
Click Select an Organization Select the organization from your ‘Favorites’ OR Search by name or EIN (advanced search is available) If you cannot locate your organization, Click “Add your own Organization,” fill out the organization information and click Save
6.
Manage Participants: add yourself or others Add More Details: add more event info Save & View if you are finished
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User Guide
Tesoro How To: Create Event (Recruit) 1.
Add a Description for your volunteer event (optional)
2.
Add a Photo for the event, (optional)
Add More Details
Click Add A Photo select Browse, check the disclaimer and click Save
3.
Add a Document for the event (optional) Click Add A Document select Browse, Name your file and click Add
4.
Contact Name & Email (optional) Check Show if you are the main contact or click Add Contact Info to add an additional person
5.
Review your Location Details
6.
Enter an Event Capacity (max number of volunteers needed) or Unlimited Volunteers If you select an event capacity, select ‘Activate/Manage Waitlist’ -if the event fills up, users can join a waitlist for the event OR ‘Disable Waitlist’ if you do not wish a have a waitlist for the event
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User Guide
Tesoro How To: Create Event (Recruit)
1.
Add More Details - Continued
Activate Shifts & Activities if there are different activities or duties for the event (optional)
Select Add Another Shift & Activity Enter Shift/Activity Name, Date/Time (or ongoing), enter a Description, select the number of volunteers needed and click Add Shift
2.
Default Participation hours (optional) – You can preset the number of hours you would like each participant to volunteer.
3.
Manage Participants: add yourself or others Save & View if you are finished
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User Guide
Tesoro How To: Create Event (Recruit) 1.
Manage Participants
If you are participating in the event, click Add Yourself Enter your hours, select a shift, t-shirt size and board membership (if applicable) and click Update
2.
If you are adding people to your event, click Add Participants • • •
3.
Click Add Individual People to search for one employee at a time Click Add Multiple People to download a formatted Excel sheet to upload multiple people at a time Click Add Family/Friends to add individuals who are outside the company
To add participant details, select the Participants name Enter their hours, select a shift, t-shirt size and board membership (if applicable) and click Update
4.
Add More Details: add more event info Save & View if you are finished
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User Guide
Tesoro
How To: Search for a Volunteer Event
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User Guide
Tesoro
How To: Search for a Volunteer Event To search for a volunteer event, there are multiple filters and tools to help narrow your search and locate a volunteer event that best fits your criteria.
‘My Volunteering’ – Search Events Volunteer Type Search Filters
Return Home
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User Guide
Tesoro How To: Search for a Volunteer Event
1.
‘My Volunteering’
Click “Volunteer” tab on the left hand side then select “Search Events”
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User Guide
Tesoro How To: Search for a Volunteer Event
Volunteer Type
To begin your search for events, you can choose to select events by type. 1.
To search by term, enter text into the top center field and click “Search” AND/OR
Filter volunteer events by Tesoro Events and External Volunteer events by checking the appropriate boxes 2.
Click “Update Search”
Search Filter Reference Tesoro Events: Company sponsored events that admins want to highlight
External Events: Events created by nonprofits
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User Guide
Tesoro How To: Search for a Volunteer Event
Search Filters
Select search filters to narrow down results and that best suit your interest. Events can be displayed on a Calendar and Map view. 1.
Filter your search by: Open Events - events that still need volunteers Virtual Events – online only Ongoing Events – Continues indefinitely, no end date.
2.
Narrow your search by selecting an event start date, end date, country, and/or city/state/zip
3.
Click “Update Search”
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User Guide
Tesoro
How To: Make a Credit Card Donation
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User Guide
Tesoro
How To: Make a Credit Card Donation You can make direct credit card donations through giving pages, charity pages and groups. Please note that there is a small processing fee for all credit card transactions.
Search Organization Credit Donation Payment Process Return Home
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User Guide
Tesoro How To: Make a Credit Card Donation
1.
Select the “Give” tab, then click on “Credit Card Donation”
2.
Enter the organization name or EIN and click “Search”
‘My Giving’
Note: (If your organization is not listed, please submit your organization through email or live chat)
3.
Click “Select” at the right of the preferred charity
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User Guide
Tesoro How To: Make a Credit Card Donation
Payment Details
After choosing the preferred charity and clicked “view page,” the user can select to donate. 1.
Click “Donate Now” (If your organization does not accept donations, please contact [email protected])
2.
Enter Donation Amount
3.
Add a Designation (optional) Please note: Our process ensures designations are passed to the organization. However, we do not guarantee they will use your gift in the manner you specify. Please contact the organization directly to make sure they are able to accommodate your request.
4.
Enter Billing Address and Payment Details
5.
Select Donation Options (optional) and agree to Terms and Conditions.
6.
Click “Next”, review the information, then click “Submit”
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User Guide
Tesoro
How To: Set Up A Payroll Deduction
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User Guide
Tesoro
How To: Set up a Payroll Deduction Payroll deductions will allow the user to donate to their organization by scheduling a portion of each paycheck to be automatically taken out and given to the charity of there choice. Users can set up multiple payroll deductions.
‘My Giving’ Deduction Amount Select Organization Return Home
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User Guide
Tesoro How To: Set up a Payroll Deduction
‘My Giving’
1. Select the “Give” tab and click “Payroll Deduction”
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User Guide
Tesoro How To: Set up a Payroll Deduction
1.
Deduction Amount
Select the deduction type (one time or recurring)
2.
Select the dollar amount you would like to give per paycheck.
Use the “Payroll Calculator” to determine how much each payroll deduction will be if you are looking to donate a specific amount for the year
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User Guide
Tesoro How To: Set up a Payroll Deduction
1.
Select deduction type
1.
Select the organization from your ‘Favorites’ or Search by charity name or EIN (advanced search is available) and click “Select”
2.
Confirm your choice, “Add Designation” (optional), and click “Save.”
3.
Click “Schedule Deduction”
4.
Agree to Terms and click “Submit”
Select Organization
Review your payroll deduction under ‘Your Payroll Deduction Settings for this Period’
To delete a deduction, click “Remove”
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User Guide
Tesoro
How To: Record an Offline Donation + Match
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User Guide
Tesoro
How To: Record an Offline Donation If you've made a personal charitable donation to a non-profit outside of this site, you can record the donation and submit a request for your company to match the donation as part of the company’s Matching Grants program.
‘My Giving’ – Record Offline Donation Donation Information
Return Home
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User Guide
Tesoro How To: Record an Offline Donation
1.
‘My Giving’
Select the Give tab, then click Offline Donation
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User Guide
Tesoro How To: Record an Offline Donation
1.
Select Type
2.
Enter Donation Amount and Date
3.
Select the organization from your Favorites
Donation Information
OR Search by charity name or EIN (advanced search is available)
3.
Select a designation for your specific project or cause (optional)
4.
Upload a copy of your donation receipt
5.
Click Save
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User Guide
Tesoro
How To: Request a Matching Grant
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User Guide
Tesoro How To: Request a Matching Grant
Requesting a Matching Gift
If you have recorded an offline donation, payroll deduction, or credit card gift that meets the match criteria, you will receive a pop up once you click Save. Eligibility: The organization must be listed on the site The organization must be accepting donations through the site Matching Grant Guidelines -
1.
Select I Agree to the affirmation statement
2.
Click “Apply For Grant”
3.
Click “Submit”
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User Guide
Tesoro
How To: View Donation History
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User Guide
Tesoro
How To: View Donation History View all credit card and offline donations, and any corporate matching through ‘Donation History’. You can also view the status of each transaction made.
‘My Giving’ Donation History Details Return Home
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User Guide
Tesoro How To: View Donation History
1.
‘My Giving’
Select the “Give” tab, then click “Donation History”
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User Guide
Tesoro How To: View Donation History
Donation Details
My Donations: View details of all credit card donations Other Donations: View details of all offline donations My Grants: View details and status of all corporate matches and grants Pending Donations: View processing details of all corporate matches and grants that are waiting to be processed
Users can view donation details in years past by selecting the 2014 drop down menu Export your donation information to excel by clicking “Export”
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User Guide
Tesoro
Questions? Contact Us Email: [email protected] Call (866) 751-6031 or (972) 71-6031
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Tesoro
Tesoro Employee User Guide
Need Help? 866-751-6031 or [email protected]
User Guide
Tesoro
Table of Contents Click on the section you would like to learn more.
Set Up a Profile Find a Charity Log New Hours
Create Event (Recruit Employees) Search for a Volunteer Event Credit Card Donation Payroll Donation Record Offline Donation Request a Matching Gift View Donation History
Need Help? 866-751-6031 or [email protected]
User Guide
Tesoro
How To: zz Set up a Profile
Need Help? 866-751-6031 or [email protected]
User Guide
Tesoro
How To: Setup a Profile Your profile is a place to share more information about yourself, manage favorite charities, privacy settings and community messaging.
Get Started ‘My Info’ Add Your Profile Photo Add Board Memberships ‘My Organizations’ Profile Settings Return Home
Need Help? 866-751-6031 or [email protected]
User Guide
Tesoro How To: Setup a Profile
1.
Get Started
Click on your Name in the top left corner to access your profile
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User Guide
Tesoro How To: Setup a Profile
‘My Info’
Users profile is a personal page where users can tell their story and support their favorite organizations.
1.
Click ‘Edit’ on the sections of the info page that you would like to fill in.
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User Guide
Tesoro How To: Setup a Profile
Add Your Profile Photo
Adding a profile picture is optional. Users can also upload additional photos to display in their albums.
1.
Click “Add Photo” to add profile picture
2.
Click “Choose File” to search for a photo from your computer
3.
Check the Terms of Use and ‘Use As My Profile Photo’
4.
Pick a photo album to store your photo
5.
Click “Save” then “Done”
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User Guide
Tesoro How To: Setup a Profile
Board Memberships
Adding your Board Membership(s) is optional. You can add your membership in this section and it will be preloaded when logging hours or creating an event with the organization you serve with. 1.
Click “Add New” next to Board Memberships
2.
Select your Board Role
3.
Select ‘Yes’ or ‘No’ if you represent the company on the board
4.
Enter the time period you served begin and end date
5.
Click “Select an Organization” and search for the charity, select from your favorites or ‘Add Your Own’
6.
Click “Save”
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User Guide
Tesoro How To: Setup a Profile
‘My Organizations’
‘My Organizations’ is a place to select, manage and display users favorite charities.
1.
Click “Edit” in the ‘My Organizations’ section to search for your favorite organization by name or EIN*
2.
Click “Select” in the search results for the organization you want to add as a favorite
3.
Press “Save” then “Done” *Employer Identification Number or Tax ID
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User Guide
Tesoro How To: Setup a Profile
Settings
Settings allow users to manage their privacy and customize the look and feel of their profile. • The ‘Privacy’ section allows users to choose a public or private profile setting • The ‘Language’ section allows users to choose from nine different language options •The ‘Theme’ option allows users to change the color of your profile background
1.
Privacy: Click “Privacy,” select preferences, then click “Save”
2.
Language: Click “Language,” select preference, then click “Edit Language”
3.
Theme: Click “Theme,” choose color, then click “Save”
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User Guide
Tesoro
How To: Find a Charity
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User Guide
Tesoro
How To: Find a Charity Locate a charity using our general and advanced search tools to learn more about the organization, donate, and view the charity’s volunteer opportunities.
General Search Advanced Search Return Home
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User Guide
Tesoro How To: Find a Charity
General Organizations
1.
Click the magnifying glass in the top right corner of the page OR Select the ‘Charities’ tab
2.
Enter the charity name or EIN number (no dashes or spaces) and click “Search”
Note: (If you do not find your charity, users can select “suggest a new organization” or read search tips located at the right of the page.)
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User Guide
Tesoro How To: Find a Charity
1.
Advanced Search
Select the preference organization from the following filters: Location- Select the Country, State, and/or City of the charity Category- Select the charity category from the drop-down menu Filter- Select each filter based on your search preference
2.
Click “Search”
3.
Hover over the charity and click “Select” to view the organization’s full charity page
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User Guide
Tesoro
How To: Log New Hours
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User Guide
Tesoro
How To: Log New Hours ‘My Events’ is your personal volunteer dashboard where you can log past and future service hours. Log New Hours is a place to simply log the volunteer hours that you have or plan on providing for an event.
Log New Hours Event Summary
Add Details
Return Home
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User Guide
Tesoro How To: Log New Hours
Log New Hours
Log past and future events. Users can go back to ‘My Events’ page to edit hours at any time. 1.
Click the Volunteer tab at the top
2.
Click Log New Hours
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User Guide
Tesoro How To: Log New Hours
Event Summary
1.
Enter the Number of Hours you have or plan to volunteer
2.
Enter the Event Name
3.
Select a Participation Date and Time Check Event Repeats if the event is recurring
4.
Enter the event Address, Country, State/Region, County, City & Zip If this is a virtual event, click Virtual Event?
5.
Click Select an Organization Select the organization from your ‘Favorites’ OR Search by name or EIN If you cannot locate your organization, Click “Add your own Organization,” fill out the organization information and click Save
6.
Log Hours for Others: add others to event Add More Details: add more event info Done if you are finished
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User Guide
Tesoro How To: Log New Hours
Add Details
1.
Add a Description for your volunteer event (optional)
2.
Select your Event Category and Type
3.
Enter a Contact Name & Email for the event (optional)
4.
Verify your location details
5.
Select your board membership role from the drop down) menu (optional) OR Click ‘Create New’, enter the board membership details and click “Save
6.
Log Hours for Others: add others to event Done if you are finished
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User Guide
Tesoro
How To: Create Event (Recruit)
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User Guide
Tesoro
How To: Create Event (Recruit) Create Event (Recruit) is a way to create a volunteer event for others to join and participate in. These events are available to search and join by other employees. Event Organizers have the ability to edit the information at any time through the ‘My Events’ page.
‘My Volunteering’ – Create Event (Recruit)
Event Summary Add More Details
Manage Participants
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User Guide
Tesoro How To: Create Event (Recruit)
‘My Volunteering’
Create an event for other employees to join and participate. Users can go back to My Events page to edit hours at any time.
1.
Click the Volunteer tab at the top
2.
Click Create Event (Recruit)
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User Guide
Tesoro How To: Create Event (Recruit) 1.
Enter the Event Name
2.
Select an Event Start/End Date and Time - Check ‘Event Repeats’ if the event is recurring
Event Summary
- Select ‘Is your event ongoing?’ if the event continues indefinitely
3.
Select an Event Type and Category
4.
Enter the event Address, Country, State/Region, County, City & Zip If this is a virtual event, click ‘Virtual Event’?
5.
Click Select an Organization Select the organization from your ‘Favorites’ OR Search by name or EIN (advanced search is available) If you cannot locate your organization, Click “Add your own Organization,” fill out the organization information and click Save
6.
Manage Participants: add yourself or others Add More Details: add more event info Save & View if you are finished
Need Help? 866-751-6031 or [email protected]
User Guide
Tesoro How To: Create Event (Recruit) 1.
Add a Description for your volunteer event (optional)
2.
Add a Photo for the event, (optional)
Add More Details
Click Add A Photo select Browse, check the disclaimer and click Save
3.
Add a Document for the event (optional) Click Add A Document select Browse, Name your file and click Add
4.
Contact Name & Email (optional) Check Show if you are the main contact or click Add Contact Info to add an additional person
5.
Review your Location Details
6.
Enter an Event Capacity (max number of volunteers needed) or Unlimited Volunteers If you select an event capacity, select ‘Activate/Manage Waitlist’ -if the event fills up, users can join a waitlist for the event OR ‘Disable Waitlist’ if you do not wish a have a waitlist for the event
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User Guide
Tesoro How To: Create Event (Recruit)
1.
Add More Details - Continued
Activate Shifts & Activities if there are different activities or duties for the event (optional)
Select Add Another Shift & Activity Enter Shift/Activity Name, Date/Time (or ongoing), enter a Description, select the number of volunteers needed and click Add Shift
2.
Default Participation hours (optional) – You can preset the number of hours you would like each participant to volunteer.
3.
Manage Participants: add yourself or others Save & View if you are finished
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User Guide
Tesoro How To: Create Event (Recruit) 1.
Manage Participants
If you are participating in the event, click Add Yourself Enter your hours, select a shift, t-shirt size and board membership (if applicable) and click Update
2.
If you are adding people to your event, click Add Participants • • •
3.
Click Add Individual People to search for one employee at a time Click Add Multiple People to download a formatted Excel sheet to upload multiple people at a time Click Add Family/Friends to add individuals who are outside the company
To add participant details, select the Participants name Enter their hours, select a shift, t-shirt size and board membership (if applicable) and click Update
4.
Add More Details: add more event info Save & View if you are finished
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User Guide
Tesoro
How To: Search for a Volunteer Event
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User Guide
Tesoro
How To: Search for a Volunteer Event To search for a volunteer event, there are multiple filters and tools to help narrow your search and locate a volunteer event that best fits your criteria.
‘My Volunteering’ – Search Events Volunteer Type Search Filters
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User Guide
Tesoro How To: Search for a Volunteer Event
1.
‘My Volunteering’
Click “Volunteer” tab on the left hand side then select “Search Events”
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User Guide
Tesoro How To: Search for a Volunteer Event
Volunteer Type
To begin your search for events, you can choose to select events by type. 1.
To search by term, enter text into the top center field and click “Search” AND/OR
Filter volunteer events by Tesoro Events and External Volunteer events by checking the appropriate boxes 2.
Click “Update Search”
Search Filter Reference Tesoro Events: Company sponsored events that admins want to highlight
External Events: Events created by nonprofits
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User Guide
Tesoro How To: Search for a Volunteer Event
Search Filters
Select search filters to narrow down results and that best suit your interest. Events can be displayed on a Calendar and Map view. 1.
Filter your search by: Open Events - events that still need volunteers Virtual Events – online only Ongoing Events – Continues indefinitely, no end date.
2.
Narrow your search by selecting an event start date, end date, country, and/or city/state/zip
3.
Click “Update Search”
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User Guide
Tesoro
How To: Make a Credit Card Donation
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User Guide
Tesoro
How To: Make a Credit Card Donation You can make direct credit card donations through giving pages, charity pages and groups. Please note that there is a small processing fee for all credit card transactions.
Search Organization Credit Donation Payment Process Return Home
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User Guide
Tesoro How To: Make a Credit Card Donation
1.
Select the “Give” tab, then click on “Credit Card Donation”
2.
Enter the organization name or EIN and click “Search”
‘My Giving’
Note: (If your organization is not listed, please submit your organization through email or live chat)
3.
Click “Select” at the right of the preferred charity
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User Guide
Tesoro How To: Make a Credit Card Donation
Payment Details
After choosing the preferred charity and clicked “view page,” the user can select to donate. 1.
Click “Donate Now” (If your organization does not accept donations, please contact [email protected])
2.
Enter Donation Amount
3.
Add a Designation (optional) Please note: Our process ensures designations are passed to the organization. However, we do not guarantee they will use your gift in the manner you specify. Please contact the organization directly to make sure they are able to accommodate your request.
4.
Enter Billing Address and Payment Details
5.
Select Donation Options (optional) and agree to Terms and Conditions.
6.
Click “Next”, review the information, then click “Submit”
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User Guide
Tesoro
How To: Set Up A Payroll Deduction
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User Guide
Tesoro
How To: Set up a Payroll Deduction Payroll deductions will allow the user to donate to their organization by scheduling a portion of each paycheck to be automatically taken out and given to the charity of there choice. Users can set up multiple payroll deductions.
‘My Giving’ Deduction Amount Select Organization Return Home
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User Guide
Tesoro How To: Set up a Payroll Deduction
‘My Giving’
1. Select the “Give” tab and click “Payroll Deduction”
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User Guide
Tesoro How To: Set up a Payroll Deduction
1.
Deduction Amount
Select the deduction type (one time or recurring)
2.
Select the dollar amount you would like to give per paycheck.
Use the “Payroll Calculator” to determine how much each payroll deduction will be if you are looking to donate a specific amount for the year
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User Guide
Tesoro How To: Set up a Payroll Deduction
1.
Select deduction type
1.
Select the organization from your ‘Favorites’ or Search by charity name or EIN (advanced search is available) and click “Select”
2.
Confirm your choice, “Add Designation” (optional), and click “Save.”
3.
Click “Schedule Deduction”
4.
Agree to Terms and click “Submit”
Select Organization
Review your payroll deduction under ‘Your Payroll Deduction Settings for this Period’
To delete a deduction, click “Remove”
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User Guide
Tesoro
How To: Record an Offline Donation + Match
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User Guide
Tesoro
How To: Record an Offline Donation If you've made a personal charitable donation to a non-profit outside of this site, you can record the donation and submit a request for your company to match the donation as part of the company’s Matching Grants program.
‘My Giving’ – Record Offline Donation Donation Information
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User Guide
Tesoro How To: Record an Offline Donation
1.
‘My Giving’
Select the Give tab, then click Offline Donation
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User Guide
Tesoro How To: Record an Offline Donation
1.
Select Type
2.
Enter Donation Amount and Date
3.
Select the organization from your Favorites
Donation Information
OR Search by charity name or EIN (advanced search is available)
3.
Select a designation for your specific project or cause (optional)
4.
Upload a copy of your donation receipt
5.
Click Save
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User Guide
Tesoro
How To: Request a Matching Grant
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User Guide
Tesoro How To: Request a Matching Grant
Requesting a Matching Gift
If you have recorded an offline donation, payroll deduction, or credit card gift that meets the match criteria, you will receive a pop up once you click Save. Eligibility: The organization must be listed on the site The organization must be accepting donations through the site Matching Grant Guidelines -
1.
Select I Agree to the affirmation statement
2.
Click “Apply For Grant”
3.
Click “Submit”
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User Guide
Tesoro
How To: View Donation History
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User Guide
Tesoro
How To: View Donation History View all credit card and offline donations, and any corporate matching through ‘Donation History’. You can also view the status of each transaction made.
‘My Giving’ Donation History Details Return Home
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User Guide
Tesoro How To: View Donation History
1.
‘My Giving’
Select the “Give” tab, then click “Donation History”
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User Guide
Tesoro How To: View Donation History
Donation Details
My Donations: View details of all credit card donations Other Donations: View details of all offline donations My Grants: View details and status of all corporate matches and grants Pending Donations: View processing details of all corporate matches and grants that are waiting to be processed
Users can view donation details in years past by selecting the 2014 drop down menu Export your donation information to excel by clicking “Export”
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User Guide
Tesoro
Questions? Contact Us Email: [email protected] Call (866) 751-6031 or (972) 71-6031
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