Getting started

Preclearance

The integrated preclearance tool makes it easy to track and organize contribution requests from employees. The Preclearance Dashboard can be accessed by going to the Preclearance tab, and it is where you go to enter new preclearance requests and organize existing ones.

You can manually enter a new preclearance request record by selecting Add Row in the Dashboard table and filling out all the relevant information on the adjacent cells. To update the status of an individual preclearance request, select the Status drop-down menu for the record and choose your desired status there. You’ll be able to filter your preclearance records by these statuses by selecting any particular one where you see them arranged horizontally above the Dashboard table.

Preclearance Settings

In Preclearance Settings (on the right in the Preclearance tab) you’re able to make adjustments to your preclearance workflow.

In Questionnaire you can see a preview of the preclearance request form that you can share with your employees. To share the form, select Share Form on the right, and choose whether you want to share the form via email, link, or embed code (to post to a website). Each time an employee fills out the form it will create a new entry in the preclearance Dashboard table.

Automated Actions, Status Labels, and Email Templates are where you can set up customized workflows to send automated emails to your employees letting them know that the status of their preclearance request has changed. In Status Labels you’ll edit the existing status labels for preclearance contributions and create new ones by selecting Add Custom Status.

In Email Templates, you’ll edit the automated emails that will be sent to employees when you update their preclearance request record to a particular status. You can create new email templates as well. Each email template includes fields for the Name of the email, the Subject, and the Email Body. Under Insert Variables, you’ll be able to insert variables to show the relevant First Name or Contribution amount, so you can automate your process.

Automated Actions is where you can edit your automated preclearance process by selecting specific email templates that are sent when different Status Labels are applied to a specific preclearance record. You can turn particular Status Change Actions On or Off, Edit them, and Delete them. You’ll add new Status Change Actions by selecting the Add Action button. Under Automated Questionnaire Response you’ll edit the email template that gets sent when your preclearance questionnaire gets filled out.