The set-up of and monthly use of a recurring gift batch.  I've pulled some info off of RE but was wondering if anyone had additional information on how to set-up a recurring gift batch and how it's used on a monthly basis for an employee campaign.  Thanks.

I created a batch with all the staff pledges (used a default fund, campaign, payment schedule etc. to make entry even easier).  Created a query of the records in batch at committal. 

Choose create new gift batch and click the box for 'batch is recurring"  To populate the constituents for the recurring batch I believe I used the Tools>>Group add constituents from pledge query to batch.  The first payment entry is much more time consuming than following pay periods. 

Our pay periods are biweekly so I receive list from HR each pay period with the employee name, fund, and consistent deduction amounts .  I review the constituents in my batch against the list of employees with deductions. I delete from batch anyone without a deduction for that pay period and enter anyone who was previously removed but is receiving check/deduction this pay period.  (Am considering changing payment amount to $0 instead of removing/re-entering - may give it a try but not sure of 'side effects')  Works well for us.

This year we added a gift subtype of payroll deduction to allow for more information for finance on what $ needs to be moved internally.

I'm sure someone will share any other tips.  I create mine in January so it's been a while to remember. :-)