Assigning volunteers to their respective positions simplifies the scheduling process. Follow these steps to assign volunteers through their profile or using the Mass Manage tool.
Assigning Positions by Person’s Profile
- Navigate to the user’s profile via the Admin Area.
- Click on the ‘Account’ tab.
- Under the ‘Volunteering’ heading, tick the box ‘Yes, this person is a volunteer’ if it isn't already ticked.
- Select the positions you wish to assign to the volunteer.
Assigning Positions through Mass Manage
- Perform an Advanced Search or create a People View to generate a list of people.
- Select the people you’d like to mass manage.
- Scroll down to the ‘Mass Manage’ heading.
- Select Change People’s Field > Departments > Add to.
- Choose the positions to assign the selected people to.
Things to Consider
- Assigning volunteers to positions in advance helps streamline the scheduling process.
- Regularly review and update volunteer positions to ensure they reflect current roles and responsibilities.
- Utilize the Mass Manage tool for efficient bulk assignment of positions.