Employer and occupation donation page settings

If you are required to collect employer and occupation information from your donors, you can enable these fields to display across all of your donation pages. You will need to configure these fields from within your payment processor's settings under Settings > Payment processors > [Your payment processor name].

Once enabled, the selected fields will display on all donation pages connected to that payment processor with language instructing any donors who do not currently have an employer to fill in all relevant fields with N/A. You can see an example of how these fields display on the Raise theme below.

Screenshot of the "Employer Information" section of a donation page on the Raise stock theme.

By default, donors who do not have an employer will need to fill in all fields, including address details, with N/A or their personal address information.

Template changes per theme

To simplify this donor experience, you can customize your donation pages to provide a checkbox donors without a current employer can tick to hide these fields and automatically record them as "N/A".

For all themes:

From within your Donation v2 page, navigate to the Template tab. If you do not yet have a custom template for that page, click "Create a custom template."

📌 Note: If you already have a custom website theme and want to implement this update for all of your Donation v2 pages, you can apply the following changes to your theme's pages_show_donation_v2_wide.html file.
Find the text in white font that reads:
"Law requires we ask for your employer and occupation. If you don't have an employer or are retired, put N/A, and if you are self-employed put "self-employed" in employer and describe your occupation."

Replace these instructions with the following language:
"Law requires we ask for your employer and occupation. If you do not have an employer or are retired, check “I do not have an employer”. If you are self-employed put “self-employed” in employer and describe your occupation."

📌 Note: If the base of your theme is the stock theme Momentum, you will instead replace the code in yellow: {{ t_forms_law_requires_employer_occupation }} with the text above. If you are making changes at the site level, you will find the relevant text to update in your _translation_en.html file (for english "_fr" for french, etc.).
Within your donation page template, you will need to insert a slight variation of the same block of code based on the theme you're using. These blocks of code are provided below.
1. If your theme has been customized and you're not sure which code will be relevant to you, you can find the "base" theme for your website by right-clicking on your front-facing site and selecting, "View page source". From there, find the text that says "Theme" and look for the "parent". In the screenshot below, the base theme is Raise.

Action

Find the code that reads <h4>Employer Info</h4>

Below that, insert the following code:

<div class="col-sm-12">
  <div class="checkbox">
    <div class="form-group custom-control custom-checkbox mb-3">
      {% check_box "no_employer", class:"custom-control-input checkbox" %}
      <label class="custom-control-label" for="donation_no_employer">I do not have an employer</label>
    </div>
  </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

Aware

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

<div class="row-fluid padbottomless">
  <div class="span12">
    <label class="checkbox" for="donation_no_employer">
      {% check_box "no_employer", class: "custom-control-input checkbox" %} I do not have an employer
    </label>
  </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

CityZen

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

<div class="row-fluid padbottomless">
  <div class="span12 input-checkbox">
    <label class="custom-control-label" for="donation_no_employer">
      {% check_box "no_employer", class:"custom-control-input checkbox" %}I do not have an employer
    </label>
  </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

Collective

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

<div class="row-fluid">
  <div class="span12">
    <label class="checkbox" for="donation_no_employer">
      {% check_box "no_employer", class:"checkbox" %}I do not have an employer
    </label>
  </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

Headliner

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

<div class="row-fluid">
  <div class="span12">
    <label class="checkbox" for="donation_no_employer">
      {% check_box "no_employer", class:"checkbox" %}I do not have an employer
    </label>
  </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

Momentum

Find the code that reads {% page.donation_v2.merchant_account.is_employer_and_occupation_required? %}
Below that, insert the following code:
```
<div class="form-group custom-control custom-checkbox mb-3">
  {% check_box "no_employer", class:"custom-control-input checkbox" %}
  <label class="custom-control-label" for="donation_no_employer">I do not have an employer</label>
</div>
```
📌 Note: If you are making this change at the website level, you will need to update the translation file that aligns with your website language and instead use the translatable key for the "I do not have an employer" language. Here are the relevant changes for site-wide updates:

Site-wide changes:
In your pages_show_donation_v2_wide.html file, insert the following code under {% page.donation_v2.merchant_account.is_employer_and_occupation_required? %}:
```
<div class="form-group custom-control custom-checkbox mb-3">
  {% check_box "no_employer", class:"custom-control-input checkbox" %}
  <label class="custom-control-label" for="donation_no_employer">{{ t_forms_do_not_have_employer }}</label>
</div>
```
For the English translation, in the _translation_en.html file, add:
{% capture t_forms_do_not_have_employer %}I do not have an employer{% endcapture %}

For the Spanish translation, in the _translation_es.html file, add:
{% capture t_forms_do_not_have_employer %}No tengo empleador{% endcapture %}

For the French translation, in the _translation_fr.html file, add: {% capture t_forms_do_not_have_employer %}Je n'ai pas d'employeur{% endcapture %}

For the Estonian translation, in the _translation_et.html file, add: {% capture t_forms_do_not_have_employer %}Mul pole tööandjat{% endcapture %}

For the Portuguese translation, in the _translation_pt.html file, add: {% capture t_forms_do_not_have_employer %}Eu não tenho um empregador{% endcapture %}
When you "Save and publish" these changes, the resulting form should look like this:

Presence

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

 <div class="row-fluid">
   <div class="span12">
     <label class="checkbox" for="donation_no_employer">
     {% check_box "no_employer" %} I do not have an employer
     </label>
   </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

Publish

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

<div class="row-fluid padbottomless">
  <div class="span12">
    <label class="checkbox" for="donation_no_employer">
      {% check_box "no_employer" %} I do not have an employer
    </label>
  </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

Raise

Find the closing </div> following the block of text you replaced in Step 2 above.

Directly below that, insert the following code:

</div>

<div class="form-group custom-control custom-checkbox mb-3">
  {% check_box "no_employer", class:"custom-control-input checkbox" %}
     <label class="custom-control-label" for="donation_no_employer">I do not have an employer</label>

When you "Save and publish" these changes, the resulting form should look like this:

Verve

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

<div class="row-fluid padbottomless">
  <div class="span12">
    <label class="checkbox" for="donation_no_employer">
      {% check_box "no_employer" %} I do not have an employer
    </label>
  </div>
</div>

When you "Save and publish" these changes, the resulting form should look like this:

Victory

Find the code that reads {% if page.donation_v2.merchant_account.is_employer_and_occupation_required? %}

Below that, insert the following code:

<div class="row-fluid padbottomless">
  <div class="span12">
    <label class="checkbox" for="donation_no_employer">
      {% check_box "no_employer" %} I do not have an employer
    </label>
  </div>
</div>