Volunteers and Donors

Adding Volunteers/Staff

• Navigate to Staff|Donor|Volunteer -> Manage Staff|Donor|Volunteer
• Click "Add New"
• Enter required fields:

• First Name
• Last Name
• Status (defaults to Active)

• Check appropriate boxes (Staff/Volunteer).
  • If a volunteer has specific skills or provides specific volunteer services, you will need to add information to the detailed information for the corresponding volunteer. See “Detailed Volunteer Information” below.
• Save Basic Info page

Detailed Volunteer Information

• On the Detailed Information tab, enter:
  • Skills
  • Knowledge
  • Training and certifications
  • Education
  • Events
  • Billing rate for services

Service Type Management

• Add/modify service types under:
  • Admin -> Managed Items -> Managed List Items -> Staff - Service Type

Creating Donation/Volunteer Service Forms

• Go to Admin -> Non-Program Service Forms
• Click "Add New Non-Program Service Form"
• Enter required fields:
  • Service Form Name
  • Type (Donation or Volunteer Time)

• Optional: Check "Expenditure amount can exceed Funding Source Amount"
• Save the form
• Add Service Groups via Service Groups tab
• Add Funds via Fund Sources tab

Finalizing Form Setup

• Navigate to Admin -> Work Templates
• Create new or select existing template
• Add the new form under Non-Program Service Forms tab

Key Considerations

• First Name, Last Name, and Status are required
• Can specify specific volunteer skills and services
• Flexible form creation for tracking donations and volunteer time
• Ability to manage service types and billing rates