Payroll Reconciliation categories

If exceptions arise from the payroll reconciliation process, the Payroll Reconciliation Tool will notify the client's assigned users about the exceptions for each employee. The assigned users will receive an email from svc-PayrollRecon@blackbaud.com.

Note: When admins communicate with an organization about their users' payroll reconciliation exceptions, they can choose from a list of message templates that explain more about the exception and how to resolve it.

The following provides more detail about what each exception status means and what action the client's payroll team needs to take, if any, to resolve the exceptions.

Follow up action required

CSRconnect doesn't have an active pledge for employees who had deductions taken from their paychecks.

The client’s payroll team can resolve this exception by ensuring all deductions with this status are canceled within their payroll system and then refunded to the employees.

The YourCause payroll reconciliation team recommends refunding employees for any deductions taken when no active pledge exists in the system.

CSRconnect has active pledges for employees but has no deductions taken from their paychecks.

The client’s payroll team should review deductions with this status and confirm which employees have an active deduction in the portal but did not appear on any of the actual files sent to the application.

Clients may send confirmation to YourCause detailing which pledges should be canceled and which should remain active.

Warning: Pledges that remain active should have deductions in the actual files in the future to prevent exceptions from recurring.

CSRconnect received deductions taken from an employee’s paycheck in excess of the one-time pledge. To correct this, the Payroll Reconciliation Tool proportionally allocated the deduction to the employee's active pledges this cycle.

The client’s payroll team should review the actual file to ensure the exact amount pledged is being deducted from the employee’s paycheck.

Review recommended

CSRconnect received deductions taken from an employee’s paycheck that are unequal to the active pledge in the portal. To correct this, the Payroll Reconciliation Tool proportionally allocated the deduction to the employee's active pledges this cycle.

The client’s payroll team should review the actual file and expected deduction values to ensure the exact amount pledged is being deducted from the employee’s paycheck.

CSRconnect received deductions taken from an employee’s paycheck that is less than the active pledge in the portal. To correct this, the Payroll Reconciliation Tool proportionally allocated the deduction to the employee's active pledges this cycle.

This may occur when an employee has entered pledge values in excess of their expected paycheck. One-time pledges can only be allocated to a single transaction. As a result, the employee's one-time deduction will be reduced to what was deducted on the actual file. If the employee wishes to deduct the remainder, they must create a new pledge for the difference in value.

CSRconnect received deductions taken from an employee’s paycheck that is more than the active pledge in the portal. To correct this, the Payroll Reconciliation Tool proportionally allocated the deduction to a different active pledge for this cycle.

The client’s payroll team should review the actual file and expected deduction values to ensure the exact amount pledged is being deducted from the employee’s paycheck.

No follow up action required

The deduction amount and the active pledge match the employee’s pledge this cycle.

The deduction from the employee’s paycheck was only enough for the one-time active pledge in the portal. The Payroll Reconciliation Tool allocated the deduction to the employee’s one-time pledges this cycle.