❖ Heads up! This article is only intended for Site Managers.
Do you need to add, delete, or edit shifts for your volunteer Needs/Opportunities? You can make those edits from the Needs/Opportunities area of your dashboard!
ℹ️ So you know: Some sites have language overrides. This means you may see Needs instead of Opportunities, Agencies instead of Programs, or Prerequisites instead of Qualifications. You may also notice different menu options since all sites are set up differently.
Accessing Shifts
1. Go to Volunteerism > Needs/Opportunities.
2. Click the Need/Opportunity that has Custom or Recurring Shifts assigned.
3. Click the Edit Shifts tab and start editing. From here, you can add, delete, or edit shifts, or schedule volunteers for shifts.
Deleting Individual Shifts
1. Go to Volunteerism > Needs/Opportunities.
2. Select the Need/Opportunity with Custom or Recurring Shifts assigned.
3. Click the Edit Shifts tab.
4. Select the (X) icon under the Options column for the shift you want to delete.
If it has responses, a popup appears to confirm your selection. We recommend reaching out to the volunteers who responded to update them on this change.
Deleting Shifts in Bulk
1. Go to Volunteerism > Needs/Opportunities.
2. Select the Need/Opportunity with Custom or Recurring Shifts assigned.
3. Click the Edit Shifts tab.
4. Check the boxes beside each shift you want to delete and click Delete Selected Shifts.
You can check the box beside the Shift Begins column to select all. Opting to delete all selected shifts only deletes all of the shifts listed on that page, but you can repeat the process as many times as needed.
Editing Individual Shifts
1. Go to Volunteerism > Needs/Opportunities.
2. Select the Need/Opportunity with Custom or Recurring Shifts assigned.
3. Click the Edit Shifts tab.
4. Click the pencil icon under the Options column for the shift you want to edit.
5. Complete the Edit Shifts form and click Submit Shift when you're done!
We recommend checking the box beside Notify respondents of this update? before you click Submit Shift, especially if the shift already has responses submitted to it.
Editing Shifts in Bulk
1. Go to Volunteerism > Needs/Opportunities.
2. Select the Need/Opportunity with Custom or Recurring Shifts assigned.
3. Click the Edit Shifts tab.
4. Check the boxes beside each shift you want to edit and click Edit Selected Shifts.
You can check the box beside the Shift Begins column to select all.
5. Check the box beside the detail you want to edit for those shifts and click Update Shifts when you're ready!
We recommend checking the box beside Notify respondents of this update? before you click Update Shifts, especially if the shift already has responses.
Adding Shifts
1. Go to Volunteerism > Needs/Opportunities.
2. Select the Need/Opportunity with Custom or Recurring Shifts assigned.
3. Click the Edit Shifts tab.
4. Click Add Shifts.
5. Complete the Add Shifts form and click Save Updates to Shifts when you're done!
You can add shifts a maximum of 13 months in advance; however, we recommend only scheduling shifts 3-6 months in advance. If you schedule them out 3-6 months in advance, it improves the volunteer experience and helps limit any future scheduling conflicts.
Scheduling Volunteers for Shifts
1. Go to Volunteerism > Needs/Opportunities.
2. Select the Need/Opportunity with Custom or Recurring Shifts assigned.
3. Click the Edit Shifts tab.
4. Check the boxes for the shifts you want to schedule volunteers for and click Schedule Volunteers For Shifts.
You can check the box beside the Shift Begins column to select all.
5. Search for the volunteers you want to schedule by email, name, or category.
6. Select the users and click Add To List.
7. You can add more volunteers or even message the selected users.
8. Click Schedule These Volunteers when you're ready!
We recommend checking the box beside Send confirmation to these volunteers before you click Schedule These Volunteers.