Actnation Platform Overview
Role: Employees
Scope: Employee corporate-giving portal
Purpose
Provide shared context on what the employee portal is designed for and how funding is represented.
Who this is for
Employees new to Actnation corporate giving.
Prerequisites
- You can access the employee portal.
Step-by-step instructions
1. Review giving model basics
Understand that employees vote and company allocations are distributed after period completion.
2. Understand wallet concepts
The platform can expose different amount contexts depending on your company setup and giving mode.
3. Continue to action pages
Use Causes and My Votes for active participation during periods.
What users should expect
- Some amount labels and cards vary by company configuration and period state.
Common issues and troubleshooting
- Unsure where to vote: open Charitable Causes.
- Unsure why amounts differ from expectation: check if period is active, pending, or completed.
Verify success
- You can explain your company voting model and where wallet amounts are shown.
- You know which page to open for action (Charitable Causes or My Votes).