Heads up! This article is only intended for Site Managers.
By the end of this article, you'll be able to:
Understand how Staff Mode works and how it differs from Check-In Kiosk.
Create and launch a Staff Mode session for your organization’s agencies, programs, initiatives, or opportunities.
Check volunteers in and out using the Staff Mode experience.
Understand Staff Mode access requirements, permissions, and common scenarios.
Video Overview
Video Overview
Introduction
Managing volunteer attendance during a busy event or shift can require more flexibility than a one-at-a-time check-in process allows. While Check-In Kiosk provides a simple self-service option for volunteers, some organizations need a way for staff members to manage check-in and check-out for an entire group quickly.
Staff Mode allows coordinators and facilitators to manage volunteer attendance from a single, list-based view. Staff can use a secure, login-protected experience to check volunteers in and out across one or more agencies, programs, initiatives, or opportunities.
Designed for onsite staff managing volunteer shifts, Staff Mode works alongside the existing Check-In Kiosk rather than replacing it. Organizations can choose the check-in experience that best fits their event, staffing needs, and volunteer workflow.
How to Launch
Click Check-in > Staff Mode.
Select how you want the list organized: Agency / Program, *Initiative, or Need or Opportunity.
Select which Agencies/Programs, *Initiatives, or Needs/Opportunities you want the list sorted by.
Click Next.
Select whether or not to include Personally Identifiable Information (PII) in the list or not.
Either click Log Out & Launch to launch the Staff Mode feature or copy the launch link and paste it into your browser to access it.
When you click Log Out & Launch, you're automatically logged out of your Site Manager account on the device you launch from.
*Note: Not all sites have Initiatives. This feature may not be available.
How to Check-in Users
Once the Staff Mode feature is launched, a list of users that are already checked in or that still need to be checked in appears.
To check in users:
Check the box for the user(s) you wish to check in. You can also select the box at the top to select all for a bulk check-in.
Click Check in [#] Selected.
Select when they should be checked in and click Confirm.
Adding Users
New and existing users can be added to a shift from here.
Click + add a volunteer.
Select either the New Volunteer or Existing Volunteer tab.
For new volunteers, enter their contact details and click Add & Check In.
For existing volunteers, search for them by name, email, or phone number and click Search.
Select the volunteer from the list.
Select a shift.
Select a team if applicable.
Click Submit.
How to Check Out Users
Select Checked In.
Check the box or boxes for the users you want to check out. You can also select the box at the top to select all for a bulk check out.
Click Check Out [#] Selected.
