❖ Heads up! This article is only intended for Corporate Leader Module (CLM) Leaders. Please note that CLM isn't available on every site. You may not see this feature.
The Corporate Leader Module (CLM) is a feature for companies that value volunteerism as a part of their corporate mission. This feature is great for corporate leaders wanting to:
Create volunteer Needs specific to their employees
Track employee volunteerism individually and as a group
Review stats for the CLM user group (e.g., number of members, number of hours, etc).
Access and manage the CLM user group roster, which includes capabilities like:
Exporting the roster to a CSV file
Accessing the join link to copy and share with potential new members
Adding and removing members from the group
Viewing the user group resume
When a site has the CLM feature enabled, the site manager can create a CLM user group to achieve these corporate volunteerism goals. The site manager then assigns a CLM Leader to help manage and oversee that group.
Are you a Corporate Leader looking for training? Check out our guided walkthrough Corporate Leader Module - A Guide for CLM Leaders to signup and get started!
ℹ️ So you know: Some sites have language overrides in place. This means you might see Needs in place of Opportunities, Agencies in place of Programs, or Prerequisites in place of Qualifications.
The CLM Leader Role
As a CLM Leader, you play an important role in ensuring the CLM user group meets the goals set by the site manager. Your role is to help oversee and manage the CLM user group, including:
Managing rosters
Adding responses and hours on behalf of group members
Monitoring the group's stats
Creating volunteer Needs for group members to participate in, and more
As a Corporate Leader Module (CLM) User Group Leader, you play an important role in ensuring the group meets the goals set by the site manager. Your role is to help oversee and manage the group.
If you're assigned as a CLM User Group Leader, then you'll have access to the Corporate Leader Portal from your profile.
This feature isn't available on all sites. If you have been assigned as a Corporate Leader but don't see the Corporate Leader Portal on your profile, don't hesitate to contact your Agency, Program, or Site Manager for help.
The Leader Portal
When you access the Leader Portal, you can view a quick snapshot of your CLM user group's stats. This includes:
How many members are in the group and the number of hours submitted to the group
The hour goal set for the group and the percentage reached for that goal
The join link that you can copy and share with potential new members
ℹ️ So you know: Some sites have language overrides in place. This means you might see Needs in place of Opportunities, Agencies in place of Programs, or Prerequisites in place of Qualifications.
Resume
You can access the CLM User Group resume from the Roster tab:
1. Select your group from the dropdown menu.
2. Click Go.
3. Click View Resume.
Join Links
Would you like to share a join link with potential new members? You can copy it from the Roster tab and share it as applicable.
1. Select your group from the dropdown menu.
2. Click Go.
3. Click Copy Join Link.
Reflections
With the Reflections tab, you can manage the Reflection Questions.
Edit a Reflection Question
1. Go to Reflections.
2. Find the Reflection Question you wish to edit and click the pencil icon under the Options column.
3. Make all necessary edits to that Reflection Question.
4. Click Save Custom Question to save your changes.
Add Reflection Question
1. Go to Reflections.
2. Select the CLM User Group from the User Group dropdown and click Go.
3. Click Add Custom Question.
4. Select a Status.
Active: Select if you want the question to be live on the site when you're done creating it. Users will see the question when they go to submit hours for Needs they've participated in.
Pending: Select if you don't want the question to be live just yet. Maybe you want to make some more edits to the question, or maybe you want to remove the question from the user view for now.
5. Select a Type.
Small or Large Text Field: Select the Small Text Field when you want users to type out a short reply to a question or Large Text Field if you want to give them more room for their reply.
Dropdown: Select Dropdown if you want to provide answers for the user to choose from. Only one answer can be selected with this type.
Checkbox: Select Checkbox if you want to provide answers for the user to choose from. More than one answer can be selected.
Radio Button: Select Radio Button if you want to provide answers for the user to choose from. Only one answer can be selected with this type.
File Upload: Select File Upload if you want users to upload a file as their response to the Reflection Question. This is a great option if you want them to upload images or proof that they participated, etc.
An additional Options field appears when you select Dropdown, Checkbox, or Radio Button question types. Be sure to type each possible answer on its own line.
6. Type your Question.
7. Determine if you want the question to be required or optional.
8. Review your question and click Save Custom Question to finish.
Remove a Reflection Question
1. Go to Reflections.
2. Find the Reflection Question that's no longer needed.
3. Click the X under the Options column for that Reflection Question. A popup appears asking you to confirm your selection—click Yes to confirm or No to cancel.
