How to Assign Volunteers to a Position

Before assigning People to a Volunteer Position, you will need to have your Departments and Positions already set up.
For more information, go to: How to Set Up Departments & Positions


Step 1: In your Dashboard, select the Community module in the dropdown menu

Step 2: Select "People" and then "People" in the side menu

Step 3: Search for the person, and select their name to go to their Community Profile. 

Step 4: Select "Volunteer" in the side menu

Step 5: Select "New Position" 

Step 6: Select a Department, SubDepartment, and Position from the dropdown menu.
Select a name for the "Report To" section.
"Report To" is the person who will receive a notification when the volunteer Accepts/Declines a Volunteer Request.

Step 7: Select "Save"

This volunteer now has a Position that they volunteer in and can now be scheduled to serve!
You can continue to add more positions, if necessary.

Schedule Volunteers

Before you are able to schedule volunteers, you will need to Create Departments and Positions, and Create a Service Plan

Step 1: Select the name of your Service

Step 2: In the "Service Team" tab, you can schedule your Volunteers
Select the "+" to schedule a Volunteer for that position

Step 3: Type or select the name of the Volunteer you would like to schedule for that position.

Until your Volunteer confirms they are able to serve in that position, on that day, their name will appear with a "?" next to it. 

Step 4: When you have scheduled all of your Volunteers for the service, scroll to the bottom and select "Save"
The Volunteers you just scheduled will receive an email asking them to "Accept" or "Decline" the request to serve. 

The Volunteers you just scheduled will receive an email asking them to "Accept" or "Decline" the request to serve.
They can also view the Service Plan and see who else is scheduled to serve along side them. 


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