How to add a Volunteer?

This tutorial explains how to add Volunteer Information to a person who already exists in the system. They may already be in the database because they submitted an online application, registered for an event, or were added through another process.

If the person is not yet in the system, you must first add them as a new person before following the steps below.

Step 1: Search for the Person

Use the Search bar to find the person in the system.
 

Step 2: Select the Person

Click on the person's name to open their profile.

Step 3: Open the Person's Profile

You will be taken to the person's General page.

Step 4: Create Volunteer Information

Click the Volunteer tab, then click CREATE VOLUNTEER INFO FOR THIS USER.

Step 5: Select Volunteer Services

Check the boxes for the services the volunteer is interested in providing, including Volunteer Services and/or Village Builder Services, then click SAVE.

💡 Note:

• If the person submitted an online application, the interests they selected on the application will already be checked on their profile.
• Volunteer Services are services a volunteer provides directly to a member.
• Village Builder Services are services a volunteer provides to the Village/Organization.
• Both groups of services are fully customizable.
  
   

Step 6: Complete the Volunteer Information

Complete the VOLUNTEER INFO section and click SAVE.

This section allows you to assign the volunteer's availability and volunteer dates.

Important:

• A volunteer will appear as an Active Volunteer only when the current date falls within their specified start and end dates.
• If a volunteer wants to provide driving services, they must provide their driver's license and insurance information to the Village Admin. The Village Admin will then receive an email notification regarding the volunteer's driving service request.

Step 7: Screen the Volunteer

Once the volunteer has been vetted/screened, check the Screened Volunteer checkbox.

Important: Until the Screened Volunteer box is checked, the volunteer will not be able to view open service requests or be matched with open service requests.
 

A green dot next to the volunteer indicates that the volunteer is now active.

💡 Additional Notes:

• For Hub + Spoke organizations, you can select which local Villages, Clusters, Neighbors, etc. the volunteer is able to serve. For example: Downtown and Highlands. This section is only available for Hub + Spoke organizations.
• A red dot appears when an Admin adds Volunteer Information to a person's Volunteer tab but the Screened Volunteer box has not been checked.

For additional guidance, watch our training video:

VIDEO TUTORIAL