Service Projects allow you to track volunteers who set their own schedules and record their hours. Since projects aren’t associated with a particular day/time, you won’t typically know when volunteers plan to serve their hours, but you can use this feature to build out a schedule for an individual volunteer or group that works with you regularly. An example of this would be a volunteer who covers your front desk every Monday morning. This feature allows you to construct a framework for a schedule based on the dates and times a volunteer plans to serve and can be repeated into the future. These schedules are added into existing Service Projects in order for you to plan for upcoming attendance.
To CREATE a schedule for a particular volunteer or group within an existing Service Project, follow the steps below:
- Click on “Search / Manage Existing Events” under the ‘“Event / Project Management” heading on the Main Dashboard
- Locate the project to which you would like to add a schedule, and click on the “Manage Event” () button to view the main menu for the project.
- Click the “Manage Service Project Schedule” link.
- Select a volunteer or group that has already been approved and registered for this project from one of the dropdown menus at the top of the page.
- If you chose a group, you will need to enter the general number of people that will be coming to volunteer.
- Choose the specific day (or days) of the week that the volunteer plans to serve.
- Choose the frequency of their scheduled shifts. This can be weekly, biweekly, or on the first, second, third, fourth, or last occurrence of the month.
- Select the date you would like the repeating shifts to begin (which would be the date of the second shift).
- Select the last date that the volunteer will be serving on this schedule.
- You can set the end date as far out as the end date of the Service Project or up to a year past the start date.
It is important to note that creating this schedule does not give the volunteer any credit hours, it simply lets you know when they are planning to come in. You can log the hours in a few different ways:
- Volunteers can use the Sign-in console to sign in and out to log their time.
- An administrator can log their hours from the Service Project Schedule page by clicking the check box to the left of the appropriate scheduled entry from the list and clicking the “Log Hours” button at the bottom of the page.
- Or, if you have enabled it for this project, a volunteer can enter the hours themselves by logging into their account and inputting the number of hours they served via the “Record or Update Service Project Activity” menu item.
Once hours have been recorded, a stopwatch icon will appear so you can see at a glance that the hours are logged and that the volunteer will be credited. If the volunteer arrived early or stayed late, you can adjust their hours in the “Add/View Volunteer/Group Service Project Hours” menu just like you normally would.
To VIEW all the times that the volunteer is scheduled, scroll to the bottom portion of the Service Project Schedule page. You can also see the schedule listed in the administrative calendar on the Event / Project Management Dashboard (see below) and the volunteer can see it when they log into the Volunteer Portal.
To REMOVE one or more of the shifts, click the checkbox to the left of the shift and then click “Delete Selected Schedule Entry” at the bottom of the page. If at some point the volunteer cannot complete the rest of their scheduled shifts, click the “Delete Repeating Schedule” () button to the left of the volunteer’s name to delete that entry and the rest moving forward.