Volunteer Manager

You use the Volunteer Manager to define jobs, create schedules, assign volunteers to work, and track their hours.

The Volunteer Manager has several sub tabs:

  1. Calendar View - this shows a calendar with the scheduled jobs and volunteers. You can set the date range for the calendar and decide what details to view. From here you can edit a job or volunteer schedule.
  2. Schedules - this shows a list with each volunteer scheduled, with date, time, job, and other details. You can use the buttons to make changes to the schedule, mark people who have worked, edit hours worked, and create in-kind gifts from hours worked.
  3. Job Manager - you can define any number of volunteer jobs and indicate what skills and interests you would look for in a volunteer to fill that job. This sub tab shows a list of all of your job definitions and allows you to create new ones. From here you can also go to the Volunteer Job Scheduler where you create a job schedule and assign volunteers.
  4. Volunteer - this contains a list of all of your current volunteers, that is, those people with the Volunteer check box on their name record. It includes their tags and other volunteer details. You can view and update the availability and schedule of a volunteer from this tab.
  5. Project - this tab is where you define your projects. Projects can be a collection of jobs or you can simply have a project with a certain number of volunteers required. You might put pending project ideas here, where they can wait until you have a group of volunteers. Or you can use this to categorize your jobs.
  6. Event - all of the events you have defined in the Event Manager appear in this list. You can link jobs to an event from here. You can also add an event from this tab, and that event will also be available in the Event Manager.
  7. Task - this is a list of the tasks you have defined. You can then link these tasks to jobs.
  8. Tags - you can define tags that are attached to volunteers, projects, jobs, and tasks. You can use the tag types that are provided, skills, interests, and awards, and you can add your own tag types. Within each tag type, you can define any number of tags.

To follow a step-by-step process to select a job or add a new one, create a schedule and assign volunteers, use the Volunteer Job Scheduler window.