❖ Heads up! This article is only intended for Site Managers who are setting up and managing the Corporate Leader Module (CLM) for their site.
By the end of this article, you will be able to:
Understand the purpose of the Corporate Leader Module (CLM)
Create and configure CLM user groups
Add members, questions, Needs, Agencies, and group leaders to CLM user groups
Corporate Leader Module (CLM)
The Corporate Leader Module (CLM) helps companies promote volunteerism by offering company-specific volunteer Needs or Opportunities for employees. It also allows detailed tracking of employee engagement—both individually and across teams.
Note: CLM is an add-on feature. If you don’t see it on your site, contact us through the Message Widget on your Site Manager Dashboard and ask to speak with a human agent.
What CLM User Groups Can Do
Site Managers can use CLM user groups to:
Track and monitor employee volunteer engagement
Create join questions and reflection questions for reporting
Add CLM user group leaders who help manage Needs or Opportunities, hours, and rosters
CLM Group Leaders can:
Add Needs or Opportunities, hours, and members
Review and manage the roster
Email group members
Assign Needs to their CLM user group
This is especially helpful when grouping employees by skills, interests, departments, or tiers.
Create a CLM User Group
Go to Volunteerism > User Groups.
Click Add New User Group.
For Type, select CLM. (This is required for CLM functionality and Leader Portal access.)
Complete your group details.
Click Create User Group.
Key Field | Description |
Status |
|
Allowed Domains | Add specific email domains, like @example.com, to automatically add employees using those domains when they register. |
Approved Hours Only | Check this to only count Approved hours toward CLM reporting. Pending or Declined hours will not count. |
Limit to Assigned Needs |
|
Public Description | Adds a banner displayed to group members.  |
Private Description | Internal notes for Site Managers only. |
Icon / Color / Text Color | Customize the banner appearance. |
Show Resume to Members | Choose whether members can access the group resume. |
Allow Members to Leave Group | If Off, members must be removed manually. |
Goal | Set an hours-based goal for members to achieve. |
Customizing a CLM User Group
Once you've created your CLM user group, you can start customizing it and adding members to it.
Go to Volunteerism > User Groups.
Select the CLM user group Title from the table.
Scroll past the main settings to start adding questions and members:
Creating Join Questions
If you want to include join questions for volunteers to answer when they join the CLM user group, then:
Go to the Join Questions section of the Update User Group page for the CLM user group you wish to update.
Click Add Join Question.
Select a Status for the question.
Active: An active status means the question is live for volunteers when they join the group.
Pending: A pending status means the question won't be live for volunteers until you change the status to Active.
Choose which Type of question you want to ask.
Small or Large Text Fields: Select one of these options to allow volunteers to respond in a blank text box. For shorter replies, select Small Text Field. If you want to allow them to expand on their responses, select Large Text Field.
Dropdown: Select this option if you want to provide users with a list of possible answers from a dropdown list. They can only select one answer with this option.
Checkbox: Select this option if you want to provide users with a selection of possible answers that they can check off.
Radio Button: Select this option if you want to provide users with a list of possible answers that they can select from. They can only select one answer with this option.
File Upload: Select this option if you want to allow volunteers to upload a file as their response to the question.
When you select Dropdown, Checkbox, or Radio Button question Types, then an additional Options field appears. List the possible answers on individual lines so they display correctly to the volunteer. You can also expand the textbox field to review your answers.
Write your question in the Question field.
Toggle the button beside Required to On if you want to require the question or leave it Off if you want the question to be optional for them to answer.
When you're done, click Save Custom Question.
Creating Reflection Questions
You can also add a Reflection Question for the user group members to answer when they submit hours for the user group.
Go to the Reflection Questions section of the Update User Group page for the CLM user group you wish to update.
Click Add Reflection Question.
Select a Status for the question.
Active: An active status means the question is live for volunteers when they join the group.
Pending: A pending status means the question won't be live for volunteers until you change the status to Active.
Choose which Type of question you want to ask.
Small or Large Text Fields: Select one of these options to allow volunteers to respond in a blank text box. For shorter replies, select Small Text Field. If you want to allow them to expand on their responses, select Large Text Field.
Dropdown: Select this option if you want to provide users with a list of possible answers from a dropdown list. They can only select one answer with this option.
Checkbox: Select this option if you want to provide users with a selection of possible answers that they can check off.
Radio Button: Select this option if you want to provide users with a list of possible answers that they can select from. They can only select one answer with this option.
File Upload: Select this option if you want to allow volunteers to upload a file as their response to the question.
Write your question in the Question field.
Toggle the button beside Required to On if you want to require the question or leave it Off if you want the question to be optional for them to answer.
When you're done, click Save Custom Question.
Adding New Members to a CLM User Group
Members can be added through:
Join links
Allowed email domains
Manual addition
Bulk addition using the user filter
Below are the two most common manual options.
Updating the User Group Page
To add them from the Update User Group page:
Go to Volunteerism > User Groups.
Select the CLM user group Title from the table.
Scroll until you see User Group Members.
Start typing the user's name in the field beside Add New Member. If they're registered on the site, then they'll appear in a drop-down menu. Select the user you wish to add from the dropdown.
Click Add New Member.
The User Profile
You can also directly add users to a CLM user group from their profiles.
Go to Volunteerism > Users.
Select or search for the user from the table.
Click the User Groups tab on their profile. Here, you can see which user groups they're already a member of and add them to a user group.
Use the dropdown menu to select the user group you want to add them to.
Click Add User Groups to finish.
Assigning Agencies or Programs to the CLM User Group
You can assign agencies to a CLM user group. This is useful when you want to allow agency managers to add or remove users from the CLM user group.
Go to Volunteerism > User Groups.
Select the CLM user group Title from the table.
Scroll until you see User Group Agencies.
Start typing the agency name in the field beside the Add New Agency button and select the agency you wish to add from the drop-down menu.
The agency must have an Active status to appear in the dropdown options. Agencies with a Pending status won't appear for you to select from.
Click Add New Agency to finish.
Assigning Needs or Opportunities to the CLM User Group
You can assign Needs to a CLM user group. This is a great option if you want to set up private Needs on your site that only members in the CLM user group can access and respond to.
Go to Volunteerism > User Groups.
Select the CLM user group Title from the table.
Scroll until you see User Group Needs.
Start typing the Need title in the field beside the Assign Need button and select the Need you wish to add from the dropdown menu.
Click Assign Need to finish.
How to Add CLM Leaders
Do you want to assign a member as the CLM user group leader? When you make a member a CLM user group leader, they're given access to the Leader Portal. CLM user group leaders can:
Review and manage the CLM user group roster, including adding and removing members
Review and export important data about users, Need responses, hours, and more
Add new volunteer Needs for the group
There is a lot the CLM user group leader can do from the Leader Portal. To learn more about the Leader Portal, click here. To assign a member as a group leader:
Go to Volunteerism > User Groups > select the CLM user group Title from the table.
Scroll until you see User Group Members.
Check the box under the Leader column for the member you wish to assign as a leader.
How to Share a CLM User Group
If you want to share a CLM user group with potential new members, you can copy the join link from the Update User Group page.
Go to Volunteerism > User Groups > select the CLM user group Title from the table.
Click the Copy Join Link from the top of the Update User Group page. Now you can paste the join link in email messages, social media posts, etc.
