How to set up a Department

You can set up departments to manage your volunteers for services, or other ministries that are defined by sub-departments and positions.

A department must have at least one sub-department and at least one position.

Adding a new Department

Navigate to Settings under the User Nav.

v2-settings

Once the page loads, then select Department. Click on the ‘Add Department’ button.

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Once the page loads, enter in the Department Name, and customize your Sub-departments and Positions, and disabling users to self-assign themselves to the department.

Volunteer Self-assign

Read this article to learn more about giving people the ability to self-assign to departments.

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Adding Sub-departments and Positions

Sub-departments

To create your sub-department, type in a name (e.g. Instruments). Add as many sub-departments as you like by clicking on the green ‘plus’ icon. A department must have at least one sub-department.

Positions

To create your first position, type in a name in the text field (e.g. Keyboard). Add as many sub-departments as you like by clicking on the green ‘plus’ icon. A department must have at least one position in a sub-department.

 

Leadership Position

A person can be marked as a ‘Leadership Position’ within a Department. This can be set up such that you can perform an Advanced Search or to build a People View to see those who are Department Leaders.

ie Specify Filter Criteria

  • Department Leader Positions > Is In a Leader Position > Choose departments or sub-departments to view from.

‘Reports To’ Volunteer

You can set a default ‘Reports To’ person for a department quite easily. This means that whenever someone is scheduled on a service to a position that has a ‘Reports To’ person set up, if they confirm or decline, it will email that person with the notification. To learn more about ‘Reports To’, click here.

Last Updated: 14th July, 2016

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