❖ Heads up! This article is only intended for Sustain Site Managers.
By the end of this article, you will be able to:
Add, edit, and delete shifts for volunteer Opportunities
Make bulk updates to multiple shifts at once
Schedule volunteers directly into shifts
Before you Begin
Shifts can only be managed on Opportunities with Custom Shifts or Recurring Shifts. All shift management actions are completed from the Edit Shifts tab of an Opportunity.
Go to Volunteerism > Opportunities, then select the Opportunity you want to update.
Deleting Individual Shifts
Go to Volunteerism > Opportunities.
Select the Opportunity 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 > Opportunities.
Select the Opportunity 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 > Opportunities.
Select the Opportunity 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!
Check Notify respondents of this update? before submitting, especially if volunteers have already responded.
Editing Shifts in Bulk
Go to Volunteerism > Opportunities.
Select the Opportunity 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!
Check Notify respondents of this update? before submitting, especially if volunteers have already responded.
Adding Shifts
Go to Volunteerism > Opportunities.
Select the Opportunity 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!
Scheduling guidance:
Shifts can be added up to 13 months in advance.
For the best volunteer experience, we recommend scheduling shifts 3–6 months ahead to reduce future conflicts.
Scheduling Volunteers for Shifts
Go to Volunteerism > Opportunities.
Select the Opportunity 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!
Check Send confirmation to these volunteers to notify them when they are scheduled.