Creating Shift Schedules

WHAT IS IT?

Creating a volunteer schedule enables you to assign and have volunteers sign up for shifts. The system will allow them to see their schedule from the mobile app and automatically record their hours after the event. 

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ADDING VENUES & LOCATIONS

1. From your Branch Association page, click the navigation icon in the top left corner

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2. Click Location Management

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3. To add a new venue, click the Add Venue button

    Note: Your venue should be your facility (Ex: Branch name)

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4. Enter your Venue Name, Street Address, and Zip Code

5. Click the Save Venue Changes button

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6. To add a location within that venue click the Add Location button

    Note: Locations are the specific area where the volunteer will be working (Ex: Front Desk, Library, Kid Zone, etc.)

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7. Enter your Location Name, Street Address, and Zip Code

8. Click the Save Location Changes button

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9. Associate your locations with the programs in your branch. First, select the location(s)

 

10. Then, select the programs that will be associated to those locations

11. Finally, click the Copy Venues & Game Locations button

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CREATING SHIFT SCHEDULES

1. Choose the volunteer program to start creating your shift schedule

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2. Click the Manage Schedules tile 

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3. Click the Schedule Settings tab

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4. Click the Add Shift button

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5. Enter in your Activity Name, Type, Category, and Description

   Note: Activity Name should be the description of the volunteer title or the volunteer task

6. Select an Activity Color Code

7. Click the Submit button

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8. Add a Time Block by clicking the Add Time Block button

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9. Enter the Block Name

10. Enter the Time Start and Time End for your time block

11. Click the Submit button

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12. You can create shift zones for your time blocks by selecting the Add Zone button

         

      Note: This is optional. An example of this would be assigning a Kitchen Worker shift type to stove, sink, mixer, etc. 

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13. To start scheduling your shifts, click on the Shift Scheduler tab

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14. To add a time block, click the Add Block button

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15. Select the Activity, Location, and Predefined Time Block

      Note: If you would like to enter a custom time range, click I wish to enter a custom time range 

16. If you would like to cap your volunteer opportunity, select the cap number from the Opportunity Cap dropdown

      Note: The opportunity cap is the maximum number of people that can sign up for the shift.

17. Enter the Start and End dates for the Activity

 

18. Click the Submit button

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19. When you are finished creating your schedule, click the Publish button to save a new schedule or Save Changes to save updates to an existing schedule

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Did this help? If not, click "No" to contact support. 

ASSIGN SHIFTS

1. After creating your shift schedule, you can assign volunteers to shifts by first clicking the navigation icon

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2. Click Assign Shifts

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3. On the calendar, select the day of the shift you would like to assign volunteers to

4. Click the check box next to the volunteers you would like to assign to the shift

    Note: You will not be able to assign a volunteer to a shift until they have completed the background check and all other                         participation requirements

5. Click the check box next to the shift to assign the volunteers to

6. Click the Add Volunteers button 

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APPROVE FLEX HOURS

Note: Flex hours are hours that your volunteers have recorded on their profile page and are not linked to a volunteer schedule.

1. From your branch page, click the navigation icon

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2. Click Approve Flex Hours

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3. To approve hours for a volunteer, click the check box next to their name

4. Click the Approve button

5. To reject a volunteer's hours, click the Reject button next to their name

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6. Enter the reason for rejecting the volunteer hours in the text box

7. Click the Reject button

    Note: When hours are rejected, an email is sent to the volunteer alerting them that their hours have been                             rejected along with the reason and instructions to contact the person rejecting the hours to discuss.

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TRACK VOLUNTEER HOURS

1. From your branch page, click the navigation icon

    Note: This report can also be pulled from the program page to only show volunteer hours for that program

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2. Click Track Volunteer Hours

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3. Select the Hours Type and start and end dates for the report

   

    Note: The Hours Type options are All hour types, hours for Volunteer Opportunities, and hours for                                                         Games/Tournaments/Practices

    All hour types - All of the possible volunteer and coaching hours that have been completed
    Volunteer Opportunities - Hours that have been logged by the volunteer or scheduled via a volunteer program
    Games/Tournaments/Practices - Hours that have been added while being a volunteer coach assigned to a team

4. Click the Filter button 

5. To export the report, click the Export button

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6. To pull a report by program, click the Program button

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7. To export the report, click the Export button

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8. To pull a report by volunteer, click the Volunteer button

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9. To export the report, click the Export button

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Did this help? If not, click "No" to contact support.