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Page 1: Nielsen: Employee User Guide€¦ · Nielsen associates, like clients, to participate in events. All non-Nielsen associates should sign our event waiver before participation. Please

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Nielsen User Guide

Nielsen:

Employee User Guide

Page 2: Nielsen: Employee User Guide€¦ · Nielsen associates, like clients, to participate in events. All non-Nielsen associates should sign our event waiver before participation. Please

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Nielsen User Guide

Log New Hours

Table of Contents

Search For a Volunteer Event

Create Event (Recruit)

Search in Priority Areas

Click on the section you would like to ‘jump to’ to learn more.

Setup a Profile

Find a Charity

Select an Office & ERG Group

Manage Groups

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How To:

Setup a Profile

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How To: Setup a Profile

Get Started

‘My Info’

Add Your Profile Photo

‘My Organizations’

Your profile is a place to share more information about yourself, manage

favorite charities, privacy settings and community messaging.

Profile Settings

Return Home

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1. Click on your Name in the top left

corner to access your profile

How To: Setup a Profile Get Started

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Your profile is a personal page where users

can tell their volunteerism story and support

their favorite organizations.

How To: Setup a Profile ‘My Info’

1. Click Edit on the sections of the info

page that you would like to fill in.

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1. Click Add Photo to add profile picture

2. Click Browse to search for a photo

from your computer

3. Check the Terms of Use and ‘Use As

My Profile Photo’

4. Pick a photo album to store your photo

5. Click Save then Done

How To: Setup a Profile Add Your Profile Photo

Adding a profile picture is optional. Users can

also upload additional photos to display in

their albums.

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1. Click Edit in the ‘My Organizations’

section to search for your favorite

organization by name or EIN

2. Click Select in the search results for

the organization you want to add as a

favorite

3. Press Save then Done

How To: Setup a Profile ‘My Organizations’

‘My Organizations’ is a place to select,

manage and display users favorite charities.

Note: Manually adding an organization on an event or

when logging hours (if not found in database) will not

show in “My Organizations”

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How To: Setup a Profile Settings

Settings allow users to manage their privacy and

customize the look and feel of their profile.

• The ‘Privacy’ section allows users to choose a public or

private profile setting

• The ‘Language’ section allows users to choose from eight

different language options

•The ‘Theme’ option allows users to change the color of your

profile background

1. Privacy: Click

Privacy, select

preferences, then

click Save

2. Language: Click

Language, select

preference, then

click Edit Language

3. Theme: Click

Theme, choose

color, then click

Save

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How To:

Find a Charity

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Locate a charity using our general and advanced search tools to learn more

about the organization and view the charity’s volunteer opportunities.

How To: Find a Charity

General Search

Advanced Search

Return Home

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How To: Find a Charity General Search

1. Click the magnifying glass in

the top right corner of the page

-OR-

Select the Charities tab

2. Enter the charity name, then

click the magnifying glass to

search

NOTE: If you do not find your

charity, users can select “suggest a

new organization” or read search

tips located at the right of the of

page

Live chat and email options for support are

available if needed. Simply click the “Live

Chat” button or email our support directly at [email protected]

NOTE: If the organization can’t be

found, users can still create an

event or log their hours by clicking

“Add Your Own Organization”- See

Event and Log New Hours sections

for details.

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How To: Find a Charity Advanced Search

1. Select the preferred

organization from the

following filters:

Location- Select the

Country, State, and/or City

of the charity

Category- Select the

charity category from the

drop-down menu

Filter- Select each filter

based on your search

preference

2. Click magnifying glass to

Search

3. Click View Page next to

charity name to view the

organizations full charity

page

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How To:

Log New Hours

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‘My Events’ is your personal volunteer dashboard where you can log past

and future service hours. Log New Hours is a place to simply log the

volunteer hours that you have or plan on providing for an event.

How To: Log New Hours

Log New Hours

Manage Participants

Event Summary

Add Details

Return Home

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How To: Log New Hours Log New Hours

1. Click the Volunteer tab at

the top

2. Click Log New Hours

Log past and future events.

Users can go back to ‘My Events’

page to edit hours at any time.

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1. Enter the Number of Hours you have or

plan to volunteer

2. Enter the Event Name

3. Select a Participation Date and Time

Check Event Repeats if the event is recurring

4. Enter the event Address, Country,

State/Region, County, City & Zip

If this is a virtual event, click Virtual Event?

5. Click Select an Organization

Select the organization from your ‘Favorites’

OR

Search by name or EIN (advanced search is

available)

If you cannot locate your organization, Click

Add your own Organization, fill out the

organization information and click Save

Log Hours for Others- add others to event

Add More Details- add more event info

Done- if you are finished

How To: Log New Hours Event Summary

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1. Add a Description for your

volunteer event (optional)

2. Select your Event Category and

Type

3. Enter a Contact Name & Email

for the event (optional)

4. Verify your location details

5. Enter board membership details

(optional)

Log Hours for Others- add others to

event

Done- if you are finished

How To: Log New Hours Add Details

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1. Event creators and participants can edit their

participation information at any time from their “my

volunteering” dashboard and event creators can set

other participants as organizers, as well

2. To review your personal participation information/hours

please select your name under “Add Participants”

3. Select Add Participants to manage participants for

your individual event

• Click ‘Add Individual People’ to search for one

employee at a time

Search by name/email, click ‘Search’ then click

‘Add to Event’

• Click ‘Add Multiple People’ to download a

formatted Excel sheet to upload multiple people

at a time

• Click ‘Add Family & Friends’ to invite non-

Nielsen associates, like clients, to participate in

events. All non-Nielsen associates should sign

our event waiver before participation. Please

contact Nielsen Cares at

[email protected] for more

information.”

You now have the option manage participants if you have created

an individual event.

Note: Individual events will not appear on the Event Search. If

you would like your event to appear in the search, please see

instructions on how to “Create Event”

Add More Details- add more event info

Done- if you are finished

How To: Log New Hours Manage Participants

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How To:

Create Event

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Create Event(Recruit) is a way to create a volunteer event for others to join

and participate in. These events are available to search and join by other

employees. Event Organizers have the ability to edit the information at any

time through the ‘My Events’ page.

How To: Create Event (Recruit)

‘My Volunteering’ – Create Event (Recruit)

Add More Details

Add More Details - Continued

Return Home

Manage Participants

Event Summary

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How To: Create Event (Recruit) ‘My Volunteering’

1. Click the Volunteer tab at the top

2. Click Create Event(Recruit)

Create an event for other

employees to join and participate.

Users can go back to My Events

page to edit hours at any time.

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1. Enter the Event Name

2. Select an Event Start/End Date and Time

- Check ‘Event Repeats’ if the event is recurring

- Select ‘Is your event ongoing?’ if the event continues

indefinitely

3. Select an Event Type and Category

4. Enter the event Address, Country, State/Region,

County, City & Zip

If this is a virtual event, click ‘Virtual Event’?

5. Click Select an Organization

Select the organization from your ‘Favorites’ OR

Search by name or EIN (advanced search is available)

If you cannot locate your organization, Click Add your

own Organization, fill out the organization information

and click Save

Manage Participants- add yourself or others

Add More Details- add more event info

Done- if you are finished

How To: Create Event (Recruit) Event Summary

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1. Add a Description for your volunteer

event (optional)

2. Add a Photo for the event, (optional)

Click Add A Photo select Browse, check the

disclaimer and click Save

3. Add a Document for the event (optional)

Click Add A Document select Browse, Name

your file and click Add

4. Contact Name & Email (optional)Check Show if you are the main contact or

click Add Contact Info to add an additional

person

5. Review your Location Details

6. Enter an Event Capacity (max number

of volunteers needed) or Unlimited

Volunteers

If you select an event capacity, select

‘Activate/Manage Waitlist’ -if the event fills

up, users can join a waitlist for the event OR

‘Disable Waitlist’ if you do not wish a have a

waitlist for the event

How To: Create Event (Recruit) Add More Details

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1. Activate Shifts & Activities if there are different

activities or duties for the event (optional)

Select Add Another Shift & Activity- Enter

Shift/Activity Name, Date/Time (or ongoing), enter a

Description, select the number of volunteers needed

and click Add Shift

2. Default Participation hours- All event creators should

set default participation hours for all events and can be

edited from the ‘my events’ page later on if needed

*Note: This is a really important step that is required

for all events.

3. Activate T-shirts by selecting the sizes that are

available within your company (optional).The sizes you

select will be the options available to participants.

*Note: Event creators are responsible for supplying t-

shirts for their events.

Manage Participants- add yourself or others

Done- if you are finished

How To: Create Event (Recruit) Add More Details - Continued

Page 26: Nielsen: Employee User Guide€¦ · Nielsen associates, like clients, to participate in events. All non-Nielsen associates should sign our event waiver before participation. Please

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1. If you are participating in the event, click Add

Yourself

Enter your hours, select a shift, t-shirt size (if

applicable) and board membership (if applicable)

and click Update

2. If you are adding people to your event, Select Add

Participants

• Click Add Individual People to search for one

employee at a time

• Click Add Multiple People to download a

formatted Excel sheet to upload multiple

people at a time

• Click Add Family/Friends to add individuals

who are outside the company. All non-Nielsen

associates should sign our event waiver before

participation. Please contact Nielsen Cares at

[email protected] for more

information.

3. To add participant details, select the Participants

name

Enter their hours, select a shift, t-shirt size (if

applicable) and board membership (if applicable)

and click Update - If you do not input these details,

the participant can edit this once they sign-up

How To: Create Event (Recruit) Manage Participants

Add More Details- add more event info

Done- if you are finished

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How To:

Search for a Volunteer Event

Page 28: Nielsen: Employee User Guide€¦ · Nielsen associates, like clients, to participate in events. All non-Nielsen associates should sign our event waiver before participation. Please

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To search for a volunteer event, there are multiple filters and tools to help

narrow your search and locate a volunteer event that best fits your criteria.

How To: Search for a Volunteer Event

‘My Volunteering’ – Search Events

Participate

Volunteer Type

Search Filters

Return Home

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How To: Search for a Volunteer Event ‘My Volunteering’

1. Click the Volunteer tab on the

left hand side then select Search

Events

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1. To search by term, enter text into

the top center field and click

Search

AND/OR

Filter volunteer events by Nielsen

Cares and External events by

checking the appropriate boxes

2. Click Update Search at bottom of

filter

To begin your search for events, you can

choose to select events by type.

How To: Search for a Volunteer Event Volunteer Type

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1. Filter your search by:

Open Events - events that still

need volunteers

Virtual Events – online only

Ongoing Events – Continues

indefinitely, no end date (this is

typically for skills based

volunteering events)

2. Narrow your search by selecting

an event start date, end date,

country, and/or city/state/zip

3. Click Update Search at bottom of

filter

How To: Search for a Volunteer Event Search Filters

Select search filters to narrow

down results and that best suit

your interest. Events can be

displayed on a Calendar and Map

view.

Note: “Show Events Near Me” will pull events in a 50 mile radius

of your location (location based on your zip code listed on Nielsen

HR file). If events are not appearing, please select “Find by

Location” default.

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1. Narrow your search by

Skills

2. Click Update Search at

bottom of filter

How To: Search for a Volunteer Event Search Filters

Select search filters to narrow

down results and that best suit

your interest. Events can be

displayed on a Calendar and Map

view.

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Users can search for an event and select if they would like to participate,

they can enter the details of the service they will provide along with other

event details

Participate in an Event

Participate – Open Event

View Event Page

Return Home

How To: Search for a Volunteer Event Participate

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1. Click Participate

Users can search for an event and

select if they would like to

participate, they can enter the

details of the service they will

provide along with other event

details

After selecting an event from the

event search, the event page will

display all information to participate.

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1. Click Default hours or I’m ready

to log hours

2. If applicable, select a

shift/activity you would like to

volunteer for (descriptions appear

under drop down)

3. Select your Board Membership

or Create New if you serve on the

board for the organization

(optional)

4. Click Submit

When an event is open (still needing

volunteers) it will take you to the

participant information form.

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How To:

Select an Office & ERG Group

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You can use these groups to organize and publicize events, communicate

updates to members, and share stories and photos of your impact.

Note: Nielsen Cares office leaders are group admins

How To: Select an Office & ERG Groups

Filter Groups and Join The Group

Return Home

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How To: Select an Office & ERG Groups Filter Groups and Join The Group

1. Select the Offices & ERGs under the

Groups tab

2. Using the regional filters on the left,

you will be able to join your local

Nielsen Cares office group or ERG

3. Click on the office group or ERG name

to find out more details

4. Select Join The Group if it’s a good

match

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How To:

Manage Groups

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You can use these groups to organize events, communicate updates to

members, and share stories and photos of your impact. As a group admin,

you will be able to manage all aspects of your group page- edit the group

page, post group events, add photos and much more.

How To: Manage Groups

Edit Group Details

Return Home

Manage Group Members

Add an Event to the Group

Send Group Messages

Manage Organizations

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How To: Manage Groups

1. Select the Groups tab

and click My Groups

from the drop down

menu

2. Next to your group, click

Edit

Edit Group Details

Group Admins can make edits to

their Group page details

Note: Group admins are Nielsen

Cares office leaders or ERG

leaders

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How To: Manage Groups Edit Group Details

1. Edit your Group Name , Group

Description , Group Location-

including address, city, state,

country and contact information.

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2. Select your Group Privacy setting to

an ‘Open Group’ or ‘Closed Group’

3. Select your privacy setting to ‘allow

members to post photos/videos’ OR

‘Only admin can post photos/video’

4. Upload a document by selecting

Browse, select your document, name

your file (optional) and click AddDocument upload is optional

5. Click Save and/or View Group

How To: Manage Groups Edit Group Details

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How To: Manage Groups Manage Group Members

Group Admins can choose to

make other group members

admins with the ability to edit

and change the group page.

1. Select the Members tab

2. Next to the member, select

the drop down menu and click

Admin

3. The members name will then

appear under the Group

Administrator(s) box

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How To: Manage Groups Manage Group Members

Group Admins can invite other

employees to join the group. By

sending an invite, employees

have the option to join vs.

automatically being added.

1. Select the Members tab

2. Click Invite Others

3. You can People Search by name,

employee ID or email

AND/OR

Upload Mass People by using the

formatted Excel Sheet,

AND/OR

Select anyone that is in your

‘Current Network’

4. Add a Personal Message if the

message requires more information

(optional)

5. Click Send Message

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How To: Manage Groups Add an Event to the Group

1. Select the Groups tab and

click My Groups from the

drop down menu

2. Click on your group name

3. Under Group Events click

Search for Events to add

an event to the group

Group Admins can add an event

to their Group page

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How To: Manage Groups Add an Event to the Group

1. Search for the event you wish

to add to the group

2. Click on the event name from

your search results

3. Click Add to Group within the

event page

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How To: Manage Groups Add an Event to the Group

1. Select which group to add

the event to and click Save

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How To: Manage Groups Send Group Messages

1. Select the Groups tab and click

My Groups from the drop down

menu

2. Click on your group name

3. Select Send Message to

Group under Group Admin

Tools on your group page

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How To: Manage Groups Send Group Messages

1. Uncheck/Check individuals to

send your message to under

Participants

2. Compose your message and

click Send Message

The message will be sent to the

group members inbox as well as

leave a message in their ‘messages’

inbox within the community.

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How To:

Search in Priority Areas

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Nielsen User Guide

How To: Search in Priority Areas

Priority Areas

Return Home

Users can learn about and participate in the areas that Nielsen has set as a priority to

support. Nielsen Cares has identified the following 4 priority areas on which to focus our

efforts: Education, Diversity & Inclusion, Hunger & Nutrition, and Technology. We’re also

committed to making a positive impact in the area of Environmental Sustainability.

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Nielsen User Guide

How To: Search in Priority Areas Priority Areas

1. Select Priority Areas from

the top

2. Choose a Nielsen Cares

priority area to learn the

details: Education,

Diversity & Inclusion,

Hunger & Nutrition, or

Technology.

Sustainability (Green

Team) also has a page

here

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Nielsen User Guide

How To: Search in Priority Areas Priority Areas

1. Select Organizations to

view the charities

associated with this priority

area

2. Select Groups to find our

which offices and ERG’s are

participating

3. Select Events find out how

you can participate