This tutorial explains how to stop or “retire” an active volunteer who is no longer able to volunteer or has chosen to stop volunteering with the organization.
Step 1: Find the Volunteer
Search for the person using the Search bar, or locate them in the system.
Step 2: Open the Volunteer Tab
Open the person's profile, click the Volunteer tab, and scroll down to the Volunteer Days section.
Step 3: Enter the Volunteer End Date
In the Volunteering End Date field, enter the date on which the volunteer will stop volunteering.
Step 4: Remove the Screened Volunteer Status
Uncheck the Screened Volunteer checkbox, then click SAVE in the upper-right corner.
Optional: Add a Note or Disable Login Access
You can add a note explaining why the person is no longer volunteering in the Notes tab.
If you also want to prevent the former volunteer from logging in to the platform, go to the General tab and check Unable to Login under Rights Management.
💡 Note:
Once the volunteer has an end date and is no longer marked as Screened Volunteer, they will:
- No longer receive volunteer emails about open service requests.
- No longer be able to view or access open service requests on the platform.
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