Pools
Generating Random Selections
The random selection of donor names are drawn automatically monthly or quarterly (depending on the option you have selected in your pool settings) by Veriport. There is no option available to manually draw the random donor names. Once the names have ...
Adding A New Year To Your Pool
**Please be advised that any changes made to the current year pool that were done between the new pool and Dec 31st will not be reflected in the new year pool. Step 1: Click the “Pool” drop-down menu at the top of your screen and select the “View ...
Can I go back to the original donor selection after replacing a random selection?
No, once you have replaced the random pool donor selection you will not be able to go back to the previously selected random donor.
How to Add an Employee to a Pool
The following are steps on adding a current employee to the pool once the employer has already been added to the pool. Step 1: Click “Client” and “View Clients” from the drop down menu at the top of your screen. Step 2: Click “View” beside the ...
Archiving a Pool
First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you are trying to Archive. Once you are in the pool, select “Update Names and Members” on the top right side of the screen. ...
Can I Delete a Pool?
No, once a pool has been created you are not able to delete it. However you can Archive the pool with the following steps: First select “Pools” then “View Pools” from the drop-down menu at the top of your screen. Now select “View” beside the pool you ...
Can I pull my Random Pool donor names early?
No, random pool donor names are drawn automatically monthly or Quarterly (whichever option you have selected) by Veriport. There is no option available to draw the random donor names early. Once the names have been drawn an email will be sent ...
Creating A New Pool
The Pool/Consortia Management feature is not available for the Lite accounts. *Once you have started creating a pool you will want to finish the process as Veriport will still have the employer in the pool and you will be unable to remove them ...
Generating Participation Reports for Pools
The following are instructions for generating a participation report in Veriport First, select the “View Pools” option from the “Pools” drop-down menu. This will take you to the page that will show you the pools you have for the selected year. If you ...
How to Update Pools - Add/Remove Existing Employers
Click the “Pools” drop-down from the top menu bar. Select the “View Pools” option, this will take you to a list of your pools. If you do not see the pool you are looking for you may need to change the year, on the left side of your screen under the ...
How to Replace a Random Pool Donor
**Once you replace a donor, you are not able to put the previous name back. First, select “Pools” from the menu at the top of your screen, then view pools from the drop-down menu. Now select “View” beside the pool you want to change the donor of the ...