❖ Heads up! This article is only intended for Center Site Managers.
By the end of this article, you will be able to:
Add, edit, or delete shifts for a volunteer Need
Make updates to individual shifts or multiple shifts at once
Schedule volunteers directly into shifts
Communicate changes clearly with volunteers
Managing Shifts for a Volunteer Need
You can add, edit, or delete shifts directly from the Needs area of your dashboard. These options are available for Needs that use Custom Shifts or Recurring Shifts.
All shift-related actions start the same way.
Get Started
Go to Volunteerism > Needs
Select the Need with Custom or Recurring Shifts assigned
Click the Edit Shifts tab
Deleting individual shifts
Go to Volunteerism > Needs.
Select the Need with Custom or Recurring Shifts assigned.
Click the Edit Shifts tab.
Select the (X) icon under the Options column for the shift you want to delete.
We recommend reaching out to the volunteers who responded to update them on this change.
Deleting shifts in bulk
Go to Volunteerism > Needs.
Select the Need with Custom or Recurring Shifts assigned.
Click the Edit Shifts tab.
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
Go to Volunteerism > Needs.
Select the Need with Custom or Recurring Shifts assigned.
Click the Edit Shifts tab.
Click the pencil icon under the Options column for the shift you want to edit.
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
Go to Volunteerism > Needs.
Select the Need with Custom or Recurring Shifts assigned.
Click the Edit Shifts tab.
Check the boxes beside each shift you want to edit and click Edit Selected Shifts.
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
Go to Volunteerism > Needs.
Select the Need with Custom or Recurring Shifts assigned.
Click the Edit Shifts tab.
Click Add Shifts.
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
Go to Volunteerism > Needs.
Select the Need with Custom or Recurring Shifts assigned.
Click the Edit Shifts tab.
Check the boxes for the shifts you want to schedule volunteers for and click Schedule Volunteers For Shifts.
Search for the volunteers you want to schedule by email, name, or category.
Select the users and click Add To List.
You can add more volunteers or even message the selected users.
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.