This video introduces new users to the Employee Giving Tab in Bonterra’s CyberGrants platform—a central hub for managing employee-submitted donations and match requests. It explains how administrators can personalize their view by adjusting search filters and result columns, enabling them to streamline daily tasks and reduce the chance of errors. Users can also configure their tab to automatically execute a default search, making it easier to access high-priority gifts that need attention.
The video walks through how to search for and act on giving requests, including filtering for specific criteria such as proposal type or fiscal year. Administrators can take action on individual gifts or use batch functionality to efficiently approve or reject multiple records at once. Additional features like saving default and custom searches are also covered, helping users personalize their workflow for faster, repeatable access. Additional guidance and resources are available in the CyberGrants Help Center.
