Exception Requests

An exception request occurs when an employee wishes to take an action not allowed by their community’s configurations. For example, an employee may ask to submit a match request after the end of a match program.

If the client admin chooses to grant this exception request, the client admin can sometimes resolve that request on their own. In some cases, their Customer Success Manager may need to handle the request. The sections below provide guidance on allowing different requests from employees.

  1. Navigate to CSRconnect Admin Portal, Give Settings, Match Programs.

  2. Locate the desired match program, then select Edit from Manage Options.

  3. Change the Redemption End Date to today or a future date. Make sure the Active field is selected. Select Save.

    • If you wish to extend the date for all employees, you can stop at this step and inform the employee(s) that they can submit their match request.

    • If you are granting an exception to just one employee, follow the instructions below to submit the match request and end the match program.

  4. Navigate to CSRconnect Admin Portal, Users, Employee Search.

  5. Select Search Employees, search for the employee, and select them from the search results.

  6. Select Impersonate Employee.

  7. From the CSRconnect community, submit the match request on their behalf.

  8. Once you have submitted the match request, hover over the profile icon in the upper right corner, then select End Impersonation.

  9. Return to CSRconnect Admin Portal, Give Settings, Match Programs. Locate the match program and select Edit from Manage Options.

  10. Reset the match program’s settings back to their original configuration. Select Save.

  1. Navigate to CSRconnect Admin Portal, Give Settings, Match Programs.

  2. Locate the desired volunteer grant program, then select Edit from Manage Options.

  3. Change the Redemption End Date to today or a future date. Make sure the Active field is selected. Select Save.

    • If you wish to extend the date for all employees, you can stop at this step and inform the employee(s) that they can submit their volunteer grant application.

    • If you are granting an exception to just one employee, follow the instructions below to submit the volunteer grant application and end the volunteer grant program.

  4. Navigate to CSRconnect Admin Portal, Users, Employee Search.

  5. Select Search Employees, search for the employee, and select them from the search results.

  6. Select Impersonate Employee.

  7. From the CSRconnect community, navigate to My Volunteering, then submit the volunteer grant application on their behalf.

  8. Once you have submitted the volunteer grant application, hover over the profile icon in the upper right corner, then select End Impersonation.

  9. Return to CSRconnect Admin Portal, Give Settings, Match Programs. Locate the match program and select Edit from Manage Options.

  10. Reset the match program’s settings back to their original configuration. Select Save.

  11. Navigate to CSRconnect Admin Portal, Volunteer, Volunteer Grant Requests.

  12. Select the Awaiting Approval number for the volunteer grant program. You can now approve this employee’s volunteer grant application.

Navigate to CSRconnect Admin Portal, Give Settings, Cause Cards and locate the employee's Cause Card campaign.

If the campaign is active:

  1. Select Manage from Options.

  2. Select Employee Search, search for the employee’s name, and select them from the search results.

  3. Enter a monetary amount and the number of cards to issue, then select Add.

  4. From the Manage page for this Cause Card campaign, select Issue to issue a new cause card to the employee.

If the campaign is inactive:

  1. Select Edit from Options.

  2. Change the Card Expiration field to Days After Issue.

  3. Enter how many days the employee will have to redeem their Cause Card.

    • Any Cause Cards that were already issued within this campaign will keep their original expiration date.

  4. Return to CSRconnect Admin Portal, Give Settings, Cause Cards and select Manage from Options.

  5. Select Employee Search, search for the employee’s name, and select them from the search results.

  6. Enter a monetary amount and the number of cards to issue, then select Add.

  7. From the Manage page for this Cause Card campaign, select Issue to issue a new cause card to the employee.

Giving Campaigns are configured by your Customer Success Manager. If you wish to extend a Giving Campaign deadline, please contact your CSM.

Customer Success Managers configure eligible organizations for your community. To add an organization to your community, please contact your CSM.