Scripting on Workplace Campaigns

Pre-Processing Script

When it runs: When the workplace giving form renders
Purpose: Pre-populate fields from the employee record, enforce eligibility, redirect based on campaign state

Common uses:

• Look up the employee’s record and pre-populate employer, workgroup, and pay period
• Redirect employees from a closed employer to an active one
• Pre-select a fund designation based on the employee’s department

Post-Processing Script

When it runs: After a workplace pledge is saved
Purpose: Update employer totals, notify coordinator, trigger payroll system integration

Common uses:

• Send a notification to the employer coordinator when a pledge is submitted
• Update a running total in an external HR system
• Generate a payroll file update record

Scheduled Scripts

Time-based automation for workplace campaigns:

• Participation reminders — weekly script that identifies employees who have not yet pledged and queues reminder emails
• Payroll file generation — nightly or weekly script that generates payroll deduction files in the format required by each employer’s payroll system
• Employer reporting — scheduled script that generates employer-specific participation reports and emails them to coordinators

Configure scheduled scripts in Integration → Scheduled Scripts. See Scheduled Scripts.

Script Context

→ Full context reference: Scripting Contexts