Training a New Data Entry Professional
Published
Community Member, Susan Chomsky, shares her guide for training for onboarding your new team member. Give this blog a "LIKE" to vote for it to win the bbcon blog contest!
Are you ready to hire a new Data Entry Specialist?
How well does your candidate know Raiser's Edge?
What about processes specific to your institution?
Time to develop a training schedule!
A useful guide for training and learning. You can track progress and keep everyone in the loop for what's expected. Establishing the time-frame for each task will be helpful and can be adjusted as needed. Here is what we developed for on-boarding our new team member.
Donor Relations Associate: Required Training Schedule
(10 days)
Gift Entry in Raiser’s Edge:
(20 days)
Prepare and Send Tribute Cards
(ongoing)
Development Team Training
How well does your candidate know Raiser's Edge?
What about processes specific to your institution?
Time to develop a training schedule!
A useful guide for training and learning. You can track progress and keep everyone in the loop for what's expected. Establishing the time-frame for each task will be helpful and can be adjusted as needed. Here is what we developed for on-boarding our new team member.
Donor Relations Associate: Required Training Schedule
(10 days)
Gift Entry in Raiser’s Edge:
- Gift Tracking and Processing Procedures
- Understanding the coding on Mail Campaign remits
- How to Search for and Open Records
- How to Enter Gifts in Batch
- How to Enter Credit Card Information
- How to Apply a Pledge or Recurring Gift Payment
- How to Commit a Batch
- How to Generate Batch Reports
- How to Generate Acknowledgement Letters and Envelopes in MAIL
- How to Create New Constituent Records
- Individual Records
- Organization Records
- How to Update Constituent Records
- Address Updates
- Attributes
- Solicit Codes
- How to Create Relationships on Constituent Records
- How to Add Soft Credit to Gift Entry
- How to Generate Soft Credit Acknowledgement Letters
- Website Donations – IMPORT Processing
- How to Access Donor Information
- How to Prepare the file for RE Import
- How to execute the Import and manage exceptions
- How to Generate Acknowledgements for AMBS (call center) entry using Query
- How to Manage Constituent Records of Deceased Individuals
- How to Merge Duplicate Records
- How to Create Action Notes on Constituent Records
- How to Adjust Gifts
- How to Create, Enter and Edit Recurring Gifts
- Gift-In-Kind Requirements and entry
- Matching Gift entry
- Stock/Property Requirements and entry
(20 days)
Prepare and Send Tribute Cards
- How to Enter and Track Tribute Information in Excel Spreadsheet
- How to Print Tribute Cards and Envelopes
- How to Order Development Collateral: letterhead, envelopes and tribute cards
(ongoing)
Development Team Training
- Raiser’s Edge Training Guides:
- Policy and Procedures for Constituent Data Management (31 pages online doc)
- Policy and Procedures for Gift Processing and Finance (48 pages online doc)
- Cross training with other Donor Relations Department positions
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Organizational Best Practices Blog
09/03/2018 8:10pm EDT
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