Both site managers and agency managers can schedule volunteers for needs and for one or more shifts within needs. This article goes over the different ways this can be done and links to more detailed instructions for each.
Create a Single Need Response for Any Volunteer
This approach should be used to create responses to Ongoing, Runs Until, Multi-date or Happens On needs. They can also be used to create a volunteer response to a single shift of a need. This is also the approach to use if you are creating volunteer responses for needs that are in the past.
Note: Because this feature is often used to add responses retroactively, a confirmation notification is not triggered to the volunteer when a response is added in this way.
Both site managers and agency managers can create need responses on behalf of a volunteer. If creating a response to a shift need, you can only create one shift response for a volunteer at a time. To assign a volunteer to multiple shifts, see the following section of this article.
A site manager can create a need response for any volunteer on the site. For instructions on creating a need response from the site-manager perspective, click here.
An agency manager can also create a need response for any volunteer, as long as they have the volunteer's email address. For instructions on creating a need response from the agency management area, click here.
Schedule an Available Volunteer for One or More Shifts
This approach is designed for assigning available volunteers to shift needs. It is only available for Custom Shift and Recurring Shift needs; it cannot be used for Ongoing, Runs Until, Multi-date or Happens On needs. This approach cannot be used for shifts that occurred in the past.
Note: When a volunteer is scheduled for a shift need as described below, they will be notified via email and in-app messaging.
Both site managers and agency managers can schedule volunteers for one or more shift needs using the Schedule calendar. There are several benefits to using the Schedule calendar:
- You're given a pool of available volunteers, meaning those whose profiles indicate that they're likely to be available for the shift, who have not already responded to a different shift occurring at the same time, and who have not opted out of scheduling.
- You can assign a volunteer to multiple shifts at once.