Administrative Training – Resources for new field staff & admins
- Login to Workday
- Login to YL Connect (home page)
- Login to YLCC (YL Connect Camp)
- Link to Staff Resources
- Entering Timesheets in Workday
Helpful Resources for Area Administrators:
- Area Office Guidebook (Top Pick!!)
- First 30, 60, 90 Days – Admin Training
- Area Admin Information Page on Staff Resources
- Area Admin Calendar – While tasks will vary by area, this calendar helps new area administrators know what is ahead for each month. Use this as a skeleton model to build your area’s admin calendar.
- List of Master Administrative Deadlines by Month
- Young Life Acronyms
CREATING A CUSTOM GIVING URL LINK:
- PRE-STAFF CANDIDATE: Please fill out this form. Most requests are usually completed within 1-2 business days.
- All other giving URLs can be created directly through YL Connect:
REVENUE & EXPENSES:
- Field Transfer Forms (NEW)
- Income Processing Forms (Donations, Payment, Split Revenue, Credit Card, ACH, Memorial/Honorarium)
- Tips On Sending in Revenue
- Monthly Donor Review Template
- Matching Gift Instructions
- Donor Advised Funds (DAF)
- The YL Expense Guide
- Gifts and Gift Card Policy
- Invoice/Reimbursement / P Card Corrections Form
- Finance Manual (includes the following and more):
- Corporate info (for grants)
- Expense Account Descriptions (Cash Flow)
- Information/Policies for Fundraisers
- Revenue and Payment Forms
DONOR COMMUNICATION TEMPLATES:
- Card Expiring Email
- Electronic Gift Failed Email
- Quarterly Thank You Program for Donor Thank You’s
GENERAL OFFICE:
- Verification of Employment (VOE) – all standard income/employment VOEs are now being directed to The Work Number at www.theworknumber.com. Young Life’s Work Number Code is 10871847. Reach out to HR for any questions or concerns.
- Office Contents Inventory Sheet
- Information we want to keep secure (Clean Desk Policy)
- Ordering Business Cards, Stationary, Notepads, etc.
- Computer, Printer and Mobile Discounts
SCREENING PROCESS:
- Entering Volunteers in YL Connect Volunteers: U.S. Field YL Connect Volunteers guidebook
- RENEWING VOLUNTEERS in YL Connect
- Link to Volunteer Matrix: List of screenings required for each volunteer type.
- Child Safety Course – Group Training Instructions (Currently, group course completion is exclusive to Child Safety and Camp Leader Orientation. All other screenings/courses must be completed individually.)
- Trouble logging in?? Resource Links Summary:
- Accessing Screening and Training in YL Connect (YL Knowledge article)
- Public Help Page
- Password Reset Article
- Password Rest Link
- Multi-factor Authentication (MFA) Setup
- Email YL Connections (AKA, Help Desk)
TAX EXEMPTIONS:
- IRS Letter of Determination (letter that validates YL’s tax exempt status)
- Generic TX State Tax Exempt Form
- Amazon Tax-Free Business Account (for YL Purchases only)
- Young Life’s W-9 (signed by a YL Officer)
YL CONNECT RESOURCES:
- YL Connect Invitation Process
- YLCC (YL Connect Camp)
- U.S. Field Report Templates – The place for all staff to start!
- Most encouraged reports to use:
• Giving by month report in the Donor subfolder of the Field Report Templates folder. (similar to PPL) – All donations grouped by donor, by month and highlights months red where a gift was not made. – To Use: edit MU filter, change the Charge Type to “recurring” to limit to auto-draft gifts (optional) – Use Case: Monthly Lapsed Donor Report
• Top 50 Donors (see the top X% donors) Top donors in the current year with summarized total and Address. Adjust filters: Date, Mission Unit, and Transaction Type.
• Giving by Fiscal Year report (current and previous 2 FY giving) in the Donor subfolder of the Field Report Templates folder – All donations and # of donations grouped by donor, by Fiscal Year – To use: edit MU filter and business date (optional) – Use Case: Review lapsed donors over multiple years - Reports 101 Field Guide (Create a Folder, Share a Folder, Save to your Folders, and Access Reports Folders)
- Subscribing and unsubscribing to a report
- Exporting Reports
- Edit Fundraiser Field in the MU Staff Support Report
