Understanding the CyberGrants Payroll Feed Extension
The Payroll Feed Extension is a standardized enhancement available through Bonterra’s CyberGrants platform. It connects CyberGrants to your payroll system and supports a two-way data feed that manages employee giving through payroll deductions. This feed simplifies the process of managing employee pledges, deductions, and matching gifts by automating data exchanges and maintaining data integrity between systems.
This extension is designed to ensure seamless synchronization between what employees pledge through CyberGrants and what is actually deducted and processed via payroll, minimizing discrepancies and manual interventions.
Implementing the Payroll Feed Extension using Bonterra’s vetted methodology is essential for programs where payroll contributions are accepted. Deviation from the standard process may lead to unintended system behavior, inability to use new product features, or potential data loss. Additionally, any changes outside of the approved scope may result in added costs.
Check out the video below to learn more!
Key features:
- Provides a standardized two-way data integration between CyberGrants and the customer’s payroll system.
- Automates the sending of pledge data from CyberGrants to payroll and deduction confirmations back to CyberGrants.
- Supports both one-time and recurring pledge types.
- Allows for either Closed Campaigns (set giving windows) or Open Campaigns (year-round giving).
- Enables flexible configuration of file delivery frequency and timing.
- Offers separate outbound file handling for USD and CAD with different file naming conventions.
- Creates or updates employee giving and optional match records from the inbound file.
- Includes pledge rollover capabilities for annual campaign cycles.
- Captures all deduction changes, including additions, cancellations, and updates to recurring pledges.
- Automatically handles pledge rollover from year to year for Closed Campaigns.
Limitations and considerations:
- Only one active pledge per proposal type per donor is allowed.
- Deduction records must originate from CyberGrants pledges; records sent without a corresponding pledge are rejected.
- Negative deduction amounts are ignored and reported.
- The system does not support percentage-based deductions—only fixed dollar amounts.
- The payroll feed is compatible only with currencies supported by CyberGrants Disbursement Solution (CGDS), specifically USD and CAD. CGDS is a mandatory component.
- Files must be transmitted via Secure File Transfer Protocol (SFTP).
- Backout requests for processed feedback files may incur additional costs and are not permitted after batching or payment.
- Implementation requires three successful end-to-end test file cycles.
- Feedback files must be returned to CyberGrants within 2 business days of test file delivery.
- Deduction records are created based on received feedback files. CyberGrants does not generate deduction records independently.
- CyberGrants does not process pledges from the payroll system that were not initiated in CyberGrants.
- If an employee cancels a pledge in the payroll system only, CyberGrants will not be notified and will retain the pledge as "Active".
- All feedback file records must include accurate Employee IDs, deduction codes, and amounts using the specified formatting.
To learn more about this extension, please review the following articles. For assistance with acquiring this extension, please reach out to your assigned Implementation team's Project Manager.
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