Overview: Volunteer Management (NEW) helps you to assign and invite volunteers to serve at events, with confirmation and reminders to boost communications.
To access Volunteer Management, navigate to Events > View Details > Volunteers (NEW). Once there, follow the prompts given to get you started.
You'll start by creating Roles, Teams, Leaders and Quantity of volunteer spots needed.
Roles define the volunteer job(s) needing to be filled. These can be as broad as "Band" or as specific as "Guitar, Drums, Vocals, etc."
Teams allow you to organize your roles (volunteer jobs) into different groups making it visually easier to schedule and monitor your volunteer needs for any given event.
Here's an example of the Team to Role correlation.
Band: Drums, Vocals, Guitar
Hospitality: Set-up, Service, Clean-up
Ushers: Head Usher, Section Usher, Back-up Usher
Leader is assigned on the role level and indicates who volunteer notifications will be sent from (via email or text) as well as to whom response are routed to (email only).
In order to show as an option for "leader" the users role permissions in users and roles must have Volunteer Management selected under events.
Quantity Needed reflects how many volunteers you would like in this specific role. You will have the option to adjust numbers from week to week once you get the initial set-up established.
Now that you've established the Teams, Roles, and Quantity of volunteers needed, it's time to Assign or Invite your volunteers.
Assign mode if you'd like to schedule your volunteers to specific roles/dates.
Invite mode if you'd like your volunteers to schedule into the role/date of their choice.
Note: If you are using Volunteer (LEGACY), your schedules will not cross over to Volunteer (NEW). These two volunteer scheduling tools rather will run simultaneously. As Volunteer (LEGACY) will only be supported for a limited time*, going forward using Volunteer (NEW) is encouraged.
* Support of Volunteer (LEGACY) is expected through September 2020 but is subject to change based on outstanding usage.