Voting Periods Management
Role: Company admins
Scope: Company portal
Purpose
Plan and operate period-based voting and gifting execution for your company.
Who this is for
Company admins coordinating campaign funding windows and employee voting timelines.
Prerequisites
- Corporate giving settings are configured.
- At least one upcoming period is available, or period creation is enabled for your company.
Step-by-step instructions
1. Open Voting Periods
Go to Company -> Voting Periods.
2. Work in the correct tab
- Company tab: regular company voting periods.
- Individual tab: individual gifting periods (when used by your company).
3. Manage company periods
From table actions you can:
- Create upcoming periods
- Update or delete pending periods
- Start next pending period
- Boost active or pending period amount
- Complete active period early
4. Manage individual gifting periods
Depending on status, you can pause, resume, cancel, or resend period email notifications.
Supported individual gifting period types:
| Type | Description |
|---|---|
| Birthday | Standard employee birthday gifting |
| Milestone Birthday | Celebrates significant birthday milestones (e.g. round-number years); displays distinct labels and dialog text from standard Birthday |
| Onboarding | Gift triggered by employee onboarding |
| Anniversary | Work-anniversary gifting |
| Star / Recognition | Custom recognition period with a configurable title |
5. Open period details and settings
Use details actions for active/completed context and use the settings shortcut for cadence configuration.
6. Share completed voting periods
After manually completing a voting period that received at least one vote, a social share dialog appears allowing you to share the result on social media. The share preview shows the top campaign selections for the period. You can also share a previously completed period from the period actions menu. Periods that completed with zero votes do not offer a share action.
What users should expect
- Starting a period can trigger employee voting emails.
- Completing a period progresses donation/payment workflows for downstream processing.
- A share dialog is shown after completing a period that has votes, with a social preview listing top causes selected. Periods with zero votes skip the share dialog.
- Action availability depends on period status.
Common issues and troubleshooting
- Cannot start pending period: an active period may already exist.
- Resume action disabled near end date: period timing guardrails are enforced.
- Filters hide expected rows: reset status/type filters and search terms.
Verify success
- Period actions are available according to status and complete without system errors.
- Starting or completing a period produces expected downstream behavior in employee and payment flows.