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How it works

From first activity to published report

Most companies are running within a day. Here is the full journey, the way it works in the product today.

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How it works

From plan to published report in four steps

1

Plan

Create activities and campaigns from ready templates, with your charity partners, dates, logistics and UK region.

2

Employees join

Staff sign up in one tap, get email and WhatsApp reminders, and check in with a QR code on the day.

3

Approve and manage

Confirm hours, handle sponsorship requests, mark each payment as a donation or sponsorship, and keep photo consent on record.

4

Report in one click

Download qualifying donations, B4SI inputs and social value evidence for the year or one campaign, and the UK report pack, with every number traceable.

Step by step

The journey in detail

1. Set up your company2. Run activities3. Approve and manage4. Report

1. Set up your company

Takes about an hour.

Owner or CSR admin
  1. Create your company accountSign up with your work email. Your 30-day trial starts straight away with every feature.
  2. Invite peopleInvite one by one or upload a spreadsheet with email, name, department, role and manager.
  3. Add charity partnersRecord each charity's register number (Charity Commission for England and Wales, OSCR or the Charity Commission for Northern Ireland), HMRC charity reference and Companies House number, and upload documents.
  4. Set policiesPaid volunteer leave days, leaderboard default, value per volunteer hour, and whether QR hours approve automatically.

2. Run activities

Repeat all year.

CSR team
  1. Create the activityStart from a template, link the charity, set time, place, hours and capacity.
  2. Publish and notifyEmployees get an email with a calendar invite; full activities get a waitlist.
  3. Check inShow the rotating QR code on the day. Employees scan it or type the code.
  4. Record the outcomeConfirm attendance and record how many people were helped.

3. Approve and manage

A few minutes a week.

CSR team and line managers
  1. Approve hoursApprove or reject self-reported hours with evidence; rejections are explained by email.
  2. Decide requestsScore, approve or decline sponsorship requests with a decision letter.
  3. Track the budgetRecord donations with receipts and watch spend against each programme.
  4. Line managersApprove volunteer leave for their direct reports from the My team page.

4. Report

Year end, or any time.

Sustainability and leadership
  1. Open the ESG reportPick the year and see every indicator with its source.
  2. Check giving and social valueOpen Giving and social value to see qualifying donations for the accounting period, community investment in the B4SI shape and social value evidence by UK region, for the year or one campaign.
  3. ExportDownload the CSV from Giving and social value and the UK report pack, or export Excel and CSV.
  4. Draft the textGenerate a first draft of the community section from the totals.
  5. Answer auditorsUse the audit log to show where a figure came from.
Related pages

Keep exploring

Help centerStep-by-step guides for every roleFeatures overviewAll 38 features in one placeWhat CorpHands tracksWhat is recorded, what isn't, and who sees itPricingPlans, comparison and private hosting

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