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Employer Relationship Statuses

Written by Raagini Sarkar

The Employer Relationship field helps you manage how contacts are associated with a company in Goodworld.

It is especially important for workplace giving campaigns, where a contact may have an existing or historical relationship with an employer without necessarily being considered an active member of that company's current employee roster.

Employer Relationship determines whether a contact is treated as a company Team Member throughout Goodworld, which can affect:

  • company rosters,

  • workplace campaign participation rates,

  • Audience Builder and Smart Segments,

  • access to campaigns and pages, and

  • whether a company name and logo appear on the contact's profile.

This article explains each Employer Relationship status, how to choose the right status, how to assign statuses during a roster import, and how each status affects other areas of the platform.

Employer Relationship statuses

Goodworld supports six standard Employer Relationship statuses:

Status

When to use it

Considered a Team Member?

Employed (full-time)

The contact is an active full-time employee.

Yes

Employed (part-time)

The contact is an active part-time employee.

Yes

Contractor

The contact is currently associated with the employer as a contractor.

Yes

Retired

The contact is retired but should still be included in the employer's workplace giving population.

Yes

Unverified

The contact has identified the company as their employer, but that relationship has not been confirmed through an official employee roster.

No

Inactive

The contact has a previous relationship with the employer but should no longer be treated as part of its active team.

No

If no Employer Relationship is provided for a rostered employee, Goodworld uses Employed (full-time) as the default.

Existing Team Members created before Employer Relationship was introduced are also treated as Employed (full-time) by default.

How do I choose the correct Employer Relationship?

When deciding which status to use, start by asking:

Should this person currently be treated as part of the company's workplace giving population?

If yes, use one of the active statuses:

  • Employed (full-time)

  • Employed (part-time)

  • Contractor

  • Retired

If no, use:

  • Unverified, if the employer relationship has not yet been confirmed; or

  • Inactive, if the person previously had a relationship with the company but should no longer be considered part of its team.

Quick status guide

  • Use Employed (full-time) when the individual is an active full-time employee.

  • Use Employed (part-time) when the individual is an active part-time employee.

  • Use Contractor when the individual should participate as part of the company's workplace population but is not a traditional employee.

  • Use Retired when your organization still includes retirees in workplace giving communications, access, and participation reporting.

  • Use Unverified when someone has self-reported an employer but has not been confirmed through an official roster.

  • Use Inactive when someone should remain historically associated with the employer in Goodworld but should no longer be treated as part of its current team.

How to assign Employer Relationship during a roster import

Employer Relationship is available as a standard field when importing a company roster into Goodworld.

If your employee file already includes information such as employment type or employee status, you can map that information to Goodworld's Employer Relationship field during the import.

Step 1: Prepare your employee roster

Your CSV can include a column containing the employee's current relationship with the company.

For example, your file might contain a column called:

  • Employee Status

  • Employment Type

  • Worker Type

  • Employment Relationship

  • Employee Classification

The terminology in your file does not need to match Goodworld's terminology exactly.

For example:

First Name

Last Name

Email

Employee Status

Jane

Smith

Full Time

Alex

Jones

Consultant

Maria

Lopez

Retiree

Sam

Taylor

Terminated

Step 2: Map your employee status field

During the roster import, map the appropriate column from your CSV to the Goodworld field:

Employer Relationship

You can then map the values used in your source file to Goodworld's standard Employer Relationship statuses.

For example:

Value in your CSV

Map to Goodworld

Full Time

Employed (full-time)

FT

Employed (full-time)

Part Time

Employed (part-time)

PT

Employed (part-time)

Consultant

Contractor

Temporary Contractor

Contractor

Retiree

Retired

Former Employee

Inactive

Terminated

Inactive

Left Company

Inactive

This allows you to continue using the terminology that exists in your HR or employee file while standardizing the relationship within Goodworld.

Step 3: Review how retirees should be handled

Pay particular attention to retirees when mapping your roster.

In Goodworld, Retired is considered an active Team Member status.

That means someone with a Retired Employer Relationship can still be:

  • included in the company roster,

  • included in relevant employee audiences,

  • counted as part of the campaign population for participation rates, and

  • eligible for team-based campaign or page access.

This is intentional because many Goodworld partners continue to engage retirees in workplace giving campaigns.

If your organization does not want a particular retiree included in the company's workplace giving population, map that contact to Inactive instead.

Step 4: Complete your roster import

After your statuses are mapped, complete the import as usual.

Contacts assigned:

  • Employed (full-time)

  • Employed (part-time)

  • Contractor

  • Retired

will be treated as Team Members of the company.

Contacts assigned:

  • Unverified

  • Inactive

will remain associated with the employer record but will not be treated as active Team Members.

What happens if I do not provide an Employer Relationship?

If no Employer Relationship is included or mapped during a roster import, Goodworld defaults the contact to:

Employed (full-time)

This means the contact will be treated as an active Team Member and can be included in rosters, participation rates, audiences, and team-based access rules.

If your file contains contractors, retirees, former employees, or other employee types, we recommend including an employment status column whenever possible so those relationships can be mapped accurately.

How Employer Relationship affects Team Members

Across Goodworld, certain tools and features reference Team Members.

Employer Relationship determines whether a company-associated contact qualifies as a Team Member.

The following statuses are considered Team Members:

  • Employed (full-time)

  • Employed (part-time)

  • Contractor

  • Retired

The following are not considered Team Members:

  • Unverified

  • Inactive

This distinction is important because Team Member status affects several areas of the platform.

How Employer Relationship affects company rosters

Contacts with an Unverified or Inactive Employer Relationship are not treated as active members of the company's roster.

For example, imagine a company has:

  • 1,000 active employees,

  • 20 former employees marked Inactive, and

  • 10 people who have self-reported the company as their employer and are marked Unverified.

The active Team Member population is 1,000, rather than 1,030.

The additional relationships remain stored in Goodworld without artificially increasing the company's active roster.

How Employer Relationship affects participation rates

Unverified and Inactive contacts are excluded from workplace campaign participation rates.

For example:

A company has:

  • 1,000 active Team Members

  • 300 donors

  • 25 Inactive contacts associated with the company

  • 10 Unverified contacts associated with the company

Goodworld calculates participation using the 1,000 active Team Members.

The campaign participation rate would therefore be:

300 ÷ 1,000 = 30%

The 35 Inactive or Unverified contacts do not increase the denominator.

This helps ensure that workplace campaign participation reflects the actual campaign-eligible population.

How Employer Relationship affects Audience Builder

Employer Relationship also helps prevent communications from being sent to people who should not be included in an employee campaign.

When you create an audience or Smart Segment based on a company's Team Members, Goodworld excludes contacts whose Employer Relationship is:

  • Unverified

  • Inactive

For example, if a company's official roster contains 20,000 employees and 10 additional contacts previously self-reported that company as their employer, those 10 Unverified contacts will not automatically be added to an employee audience.

This means a campaign kickoff email intended for the company's roster can remain targeted to the verified employee population.

How Employer Relationship affects campaign and page access

Goodworld can use company or Team Member information as part of access rules for certain campaigns and pages.

If access is based on whether someone is a Team Member of a company, contacts with an Employer Relationship of:

  • Unverified

  • Inactive

will not qualify for access based on that company relationship.

This is especially important for private or employee-only workplace campaigns.

Someone identifying a company as their employer through another Goodworld experience does not automatically gain access to that company's workplace campaign.

How Employer Relationship affects user profiles

Goodworld does not display the company name or company logo on the profile or user card of someone whose Employer Relationship is:

  • Unverified

  • Inactive

This prevents Goodworld from presenting an old or unconfirmed employer relationship as a current professional affiliation.

For example, if someone worked at a company several years ago but is now marked Inactive, Goodworld can retain that historical employer relationship without displaying the person as a current member of that company.

What does Unverified mean?

Unverified means that a contact has identified a company as their employer, but the relationship has not been confirmed through an official company roster.

This commonly occurs when a user is asked to provide their employer during another Goodworld experience.

For example, someone may identify their employer while:

  • making a donation,

  • purchasing or registering through a Goodworld experience,

  • signing up for a volunteer opportunity, or

  • completing a form that asks for employer information.

If someone identifies Nike as their employer, Goodworld can associate that person with Nike's company account.

However, the relationship is created as Unverified rather than automatically treating the contact as a Nike Team Member.

Why does Goodworld do this?

Workplace giving campaigns are often based on official rosters supplied directly by participating employers.

For example, a United Way may receive an official roster of 20,000 employees from Nike.

Separately, 10 donors may have previously visited the United Way's public donation page and entered Nike as their employer.

Those 10 people may genuinely work for Nike, but they were not part of the employer-provided workplace campaign roster.

Goodworld therefore retains their Nike relationship as Unverified without:

  • adding them to Nike's active roster,

  • including them in Nike's participation rate,

  • including them in employee Smart Segments,

  • granting them employee-only access, or

  • displaying Nike as a verified employer affiliation.

This protects the integrity of employer-provided rosters while still preserving useful employer information.

What does Inactive mean?

Inactive means that Goodworld should retain a contact's relationship with a company, but the contact should no longer be treated as a current Team Member.

You might use Inactive when someone:

  • leaves the company,

  • is terminated,

  • changes employers,

  • should no longer participate in the company's workplace campaign, or

  • otherwise needs to be removed from the company's active employee population.

Rather than deleting the employer relationship entirely, marking it Inactive allows your organization to maintain useful historical information.

How to track why an employee became Inactive

Employer Relationship is designed to track the contact's current relationship to the employer, rather than the detailed reason behind a change in employment.

For example, Goodworld does not require separate standard Employer Relationship statuses for:

  • resigned,

  • terminated,

  • transferred,

  • laid off,

  • changed companies, or

  • other organization-specific HR classifications.

If your organization needs to track this additional detail, you can use Groups and Tags alongside Employer Relationship.

For example:

Group: Reason for Employer Inactivity

Possible tags:

  • Left company

  • Terminated

  • Transferred

  • Retired

  • Other

The contact's Employer Relationship can remain Inactive, while your organization's tags preserve the additional context you need.

Retired vs. Inactive: Which should I use?

The difference between Retired and Inactive is based on whether the individual should continue to be treated as part of the company's workplace giving population.

Use Retired when the person is no longer actively employed but should still be included as a Team Member for workplace giving purposes.

Use Inactive when the person should no longer be part of the company's active campaign population.

For example:

Scenario 1: Retirees participate in the campaign

Your organization actively invites company retirees to give each year.

Use:

Retired

They can remain part of the company's campaign audience and participation population.

Scenario 2: Retirees should no longer receive campaign communications

The company does not include former employees or retirees in its workplace giving program.

Use:

Inactive

The employer relationship remains on the contact record, but the person is excluded from Team Member functionality.

Example: Importing an employee roster

Suppose your employee roster contains:

Employee

HR Status

Jane Smith

Full Time

Alex Jones

Contractor

Maria Lopez

Retired

Sam Taylor

Terminated

During import, you could map the statuses as follows:

  • Jane → Employed (full-time)

  • Alex → Contractor

  • Maria → Retired

  • Sam → Inactive

After the import:

Jane, Alex, and Maria are treated as Team Members.

Sam's employer relationship remains stored, but Sam:

  • is not treated as an active Team Member,

  • is excluded from participation calculations,

  • is excluded from Team Member-based employee audiences,

  • does not qualify for Team Member-based campaign access, and

  • does not display the employer's name or logo as a current affiliation.

Example: A donor self-reports an employer

Suppose Chris visits your public donation page and selects Acme Corporation as their employer.

Goodworld associates Chris with Acme Corporation using an:

Unverified Employer Relationship

Later, Acme provides an official employee roster for its workplace campaign.

Until Chris's relationship is confirmed through the appropriate employee data, Chris is not treated as part of Acme's campaign roster.

Chris therefore does not automatically:

  • count toward Acme's participation rate,

  • receive Acme employee communications,

  • gain access to Acme employee-only pages, or

  • appear as a verified Acme Team Member.

Using Employer Relationship consistently allows you to preserve valuable employer data while ensuring that workplace campaigns, communications, access, and reporting are based on the correct population.


If you have questions about Employer Relationship Status, schedule a support call with our success team.

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