Case Studies

BT

Tania Young, Corporate Responsibility Manager, BT:
"The Hands on Payroll Giving team have supported, EE and now BT for over 20 years with their expert advice and services. Our partnership has had a hugely positive impact on how we have developed our Payroll Giving scheme and it reflects our commitment to our employees and the good causes they support.

The set-up is simple and they successfully managed the transition of over 10,000 BT payroll givers. They did this in an efficient manner, against increasing governance and scrutiny on employee data privacy and protection.

Together we have won awards and continuously look at how we can evolve and improve the scheme, to gain new donors. Our employees love how simple the scheme is to use, regularly donating over £2.5m a year to charities they care about."
EE
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    Background

    Our relationship with EE lead to an introduction to BT when the brands merged. Whilst BT had a successful scheme and used a different provider, the scheme needed modernising. BT chose to work with us to help manage and deliver these changes.

    Challenges

    Due to BT's stringent security requirements, we underwent a full digital and data protection review. This helped align our systems and policies ahead of GDPR legislation coming into force. Close contact with BT's data protection teams ensures we remain fully compliant and future proofed.

    Approach

    • Developed online joining hub, tailored to BT's specification
    • Supported transfer of over 10,000 donors to BT's contracted Payroll Giving Agency, Charitable Giving
    • Consulted on communications to employees and charities
    • Supply programme of events at locations across UK
    • Deliver innovative campaigns
    • Generate monthly reporting

    Outcomes

    • Streamlined joining process for employees
    • Online access compliant with GDPR
    • Specialist online pages for Stand Up 2 Cancer, Sport Relief and Unicef appeals
    • BT people gave over £2.5 million in 2017

CAPITA

Juliet Jones, Corporate Responsibility Manager:
"We are a very complex and far reaching company, which prides itself on being charitable and accountable. It is fantastic that our Payroll Giving scheme delivers year on year a sizeable amount to the voluntary sector. Hands On Payroll Giving have demonstrated great flexibility in visiting our many diverse sites to promote the scheme - its uplifting to know that Capita people are so generous and giving."
Capita
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    Background

    Capita is the UKs leading provider of business process outsourcing and integrated professional support service solutions, employing over 57,000 people across the country in more than 400 sites. As a responsible employer giving something back to the sectors they serve is high on the agenda.

    Capita registered for Payroll Giving in 1994 - in line with their Corporate Responsibility strategy the scheme was positioned as an integral part of the charity programme to give employees a flexible solution for charitable donations.

    Challenges

    As a broad and varied business the communication channels available to reach colleague base fluctuate from year to year - due to the diverse nature of the business Capita has satellite offices of 2 employees up to call centres of over 2,000 people.

    Approach

    To build a long-term sustainable scheme our on-going approach includes:

    • Regular promotional visits to all sites across the UK arranged at a local level to suit each location
    • Providing a bespoke Hands On PG page which is easily updated and conforms to Capita data regulations
    • Close communication between Corporate Responsibility team, Capita payroll and Hands On PG account manager
    • Helpline for employee queries

    To boost employee engagement we have a focused festive campaign that includes:

    • Active promotions with trained advisors visiting key locations
    • Seasonal giveaways to link with a campaign theme
    • Employee wide campaign email
    • Updates to the online page to mirror the campaign branding

    Outcomes

    • Over 5% of employees enrolled in Payroll Giving
    • Annual donations in excess £430,000
    • Over 300 charities supported, including corporate charity
    • Sustained participation for over 5 years

Experian Case Study June 2018 - Diamond Quality Mark

Jan Barratt, Head of Community Involvement:
"We are delighted to have achieved the new Diamond Quality Mark, for having over 30% of our employees giving to their favourite charities through Payroll Giving. I'm so proud of the generosity and support shown by my colleagues, which continues to grow each year, with the help of our professional fundraising organisation Hands On Payroll Giving."
EXPERIAN
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    Background

    Experian is the world's leading global information services company. During life's big we empower consumers and our clients to manage their data with confidence. They help individuals to take financial control and access financial services, businesses to make smarter decisions and thrive, lenders to lend more responsibly, and organisations to prevent identity fraud and crime.

    Payroll Giving has been available at Experian since 2004 with engagement lead by the Community Involvement Team.

    Challenges

    With a workforce largely office based, promoting Payroll Giving through internal channels was easy, but with lots of Community Involvement projects vying for attention, engaging employees with this scheme became increasingly difficult.

    Approach

    To raise the profile of Payroll Giving across Experian, match funding for the scheme was introduced. To add to this, Hands On Payroll Giving representatives were invited to speak to employees face to face ensuring key messages weren't lost in translation. This was delivered with full management support and prize draw incentives for colleagues.

    Hands On Payroll Giving also developed an interactive online info hub to demonstrate match funding, and make it easier to join.

    Outcomes

    Participation rose from 5% to 30%, securing the new Diamond Quality Mark this year.

    Since 2013, over £628,988.28 has been donated by colleagues, with a further £66,000 matched by Experian.

    Experian were awarded ‘Best Promotional Partnership (Medium Employer) at the National Payroll Giving Excellence Awards in 2017, and Jan Barrartt was Highly Commended in the category Best Corporate Champion.

MORRISONS

Beverly Hodson, Benefits Manager:
"We were delighted to pick up an award for Payroll Giving at the CIPP Awards and thank our partner Hands on Payroll Giving who help us actively promote to our colleagues. Colleagues at Morrisons are committed to donating to charities of their choice and we've managed to maintain a consistent high level of payroll giving. Our new Flexible benefits platform (hosted by Thomsons Online Benefits) makes it easier for colleagues to make and change their selections."
MORRISONS
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    Background

    Morrisons adopted Payroll Giving and migrated existing givers from Safeway. Hands On Payroll Giving engages with colleagues across the business to communicate the benefits of the scheme. With the introduction of Flexible Benefits the aim was to integrate Payroll Giving into the online system.

    Challenges

    Morrisons have a base of over 6,500 colleagues donating through the scheme each month; these deductions and information needed to be transferred to the system. The preference was for a Single Sign On portal to manage all giving and charity selection through a Flexible Benefits platform. This had not previously been successfully delivered in the UK.

    Approach

    Working with Morrisons, Hands On Payroll Giving linked with Thomsons and developed a system to allow information in the Flexible Benefits portal to transfer and locate colleagues' Payroll Giving donations. This included sending deduction information automatically into Morrisons payroll system.

    Outcomes

    The UK's first Flexible Benefits portal that shows Payroll Giving deduction and allows the management of donations.

    Hands On awareness visits that promote full Flexible Benefits package to all colleagues.

    Higher online engagement of Flexible Benefits, and increased numbers of colleagues managing their own Payroll Giving.

    Morrisons commended for dedication to Payroll Giving at Chattered Institute of Payroll Professionals awards 2015.

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