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Volunteering

 

Overview

Uplifter offers a tools to create and organize volunteer positions for your members to take part in. These positions can be assigned credit values and value requirements can be set thereafter. This restricts registrations into programs without members also registering for volunteer positions.

The Volunteer page is found by navigating to Products & Programs > Volunteering. In order to access the Volunteer page you will need the following permissions: Admin, Volunteer Manager, Program Manager, Member Manager. Additional permissions may include: Season Manager.

 

Enabling Volunteer Positions

  1. Navigate to Settings > Global Settings > [Look & Feel]
  2. CheckEnable Add Volunteer Position
  3. Select Save All

To enable volunteer positions on your public site, navigate to Settings > Global Settings > [Look & Feel] tab. Here, scroll down to the Products, Subscriptions & Volunteer Sign-up Links header, in the Navigation/Links section. CheckEnable next to Add Volunteer Position, scroll down to the bottom of the page, and select Save. By doing so, you will display a button on your checkout page that offers members the chance to sign up for volunteer positions.

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By selecting Volunteer Sign Up the member will be taken to a list of available positions. They may then learn more about the listed permissions by selecting the View Details options to expand thee listing. Finally, they may select a desired position using the Select button, choose a member to fill the position, and proceed with checkout. 

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Volunteer positions must be filled by site members. Should a family member who does not have an account wish to volunteer the account holder should reserve the spot and make arrangements with administrators to be substituted.

 

Volunteer Manager

The volunteer manager page is your centralized hub to review all things volunteering. Here, you can get a great overview of the volunteer positions you publicly offer. When you first navigate to Products & Programs > Volunteering you'll be greeted by a list of your volunteer positions.

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For each position you have created you will see a segment listing. Within this segment you will find basic overview information about the position including the title, description, season, time, and any assigned member.

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Volunteer Positions

Volunteer positions can assist your admin team in controlling and organizing your club's/organization's volunteer requirements. Once you have created your desired position(s) you can begin to offer them to your members. You can also allot credit values to each position and set requirements for credit totals before registration is possible.

 

Create A Position

  1. Select Add New Volunteer Position
  2. Enter the position information
  3. Select Save

Creating a new volunteer position is started by selecting Add New Volunteer Position from the toolbar. The system will generate a new form to be filled out regarding the desired position.

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Number Of Positions To Create: Enter the number of positions you would like to create with the details below. Please be sure that the number of positions, the number of expected registrations, and required credits all scale nicely.
Summary: The name of the position(s) you are creating.
Description: The description/details of the position(s) you are creating.
Credits: The number of credits gained for volunteering for the position.
Season: The season in which the volunteer position is linked. This position will only display for those registering in programs within the same season.
Category: The category in which the volunteer position is linked. This position will only display for those registering in programs within the same category.
Category Level: The category level in which the volunteer position is linked. This position will only display for those registering in programs within the same category level.
Program: The program in which the volunteer position is linked. This position will only display for those registering in the exact program.
Event: Event selection is not yet available. This option is in place for future development.
Start Time: The start day/time of the position(s) you are creating.
End Time: The end day/time of the position(s) you are creating.
Member: The assigned member for the position. Assigning a member to a position removes it from the listings for others. 
Mark As Completed: Selecting this option will set the volunteer position as completed by the assigned member. 

 

Edit A Position

  1. Select Edit Edit-L.gif
  2. Update the desired elements
  3. Select Save

To edit an existing volunteer position, select the Edit Edit-L.gif icon to the right of the desired position. Update the information within the position's pop-up and select to Save at the bottom of the position pop-up to keep your changes.

 

Assign A Position

  1. Select Edit Edit-L.gif
  2. Add the desired member
  3. Select Save

To update an existing position and assign it to a specific member, first select the Edit Edit-L.gif icon to the right of the position. At the bottom of the pop-up find the Member field. Begin typing the member's name into the field and the system will suggest members. Select the correct member from the suggestions and select Save to keep your changes. 

By assigning a member to the position they will find the position listed on their calendar

 

Mark A Position Complete/Not Complete

  1. Select Edit Edit-L.gif
  2. Mark/un-mark the Mark As Completed status
  3. Select Save

To mark a position as completed (or to remove the status), select to Edit Edit-L.gif the position in question. At the bottom of the pop-up mark the box next to Mark As Completed. If this status has already been assigned, you can un-mark the box to remove it. Once happy, select Save to keep your changes. This status does require a member to be assigned to the position. Assigning the status of complete will note the day/time of completion and by which administrator.

 

Delete A Position

  • Select Delete Delete-L.gif

To remove an unwanted position from the list select the Delete Delete-L.gif icon to the right of the undesired position. 

 

Volunteer Requirements

With positions created and available on your site, you are now safe to make some of these positions a requirement before your members and participant can register. Volunteer requirements can be set on a season by season basis, refined by category and category level.

The volunteer requirement settings are found by navigating to Products & Programs > Seasons. In order to access the volunteer requirement settings you will need the following permissions: Admin, Season Manager.

 

Add Requirements

  1. Select Volunteer Requirements Volunteer-L.gif 
  2. Select Add Requirement
  3. Enter the requirement details
  4. Select Add Requirement

To add a new set of requirements for a season first ensure that you have selected the desired season to work with by selecting it from the drop down menu. Next, select the Volunteer Requirements Volunteer-L.gif option. To add a new requirement select Add Requirement

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In the requirement pop-up, enter the desired values for your requirement. 

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Category: The category that requires the specified number of volunteer credits.
Category Level: The category level that requires the specified number of volunteer credits.
Required Credits: the number of required credits. Please be sure that the number of positions, the number of expected registrations, and required credits all scale nicely. 
Per: The requirement scale, whether per family or per participant. 

 

Edit Requirements

  1. Select Edit Edit-L.gif
  2. Update the desired information
  3. Select Update Requirement

To update an existing requirement first navigate to the Volunteer Requirements Volunteer-L.gif section. Next, select to Edit Edit-L.gif the desired requirement listing. Update the requirement listing as required and select Update Requirement to save your changes.

 

Remove Requirements

  1. Select Volunteer Requirements Volunteer-L.gif 
  2. Select Delete Delete-L.gif

To remove an unwanted volunteer requirement navigate to the Volunteer Requirements Volunteer-L.gif section. Find the unwanted requirement listing and select the Delete Delete-L.gif option to the right of the listing. 

 

Buyout Product

Certain setups may call for a buyout product to be built within your system. Clubs who would like to offer the ability to pay money rather than volunteer, or setup a looming cost if volunteer commitments are not met can do so via the creation of a product. Please note: buyout products offer credit requirement exemptions. That is, they do not apply a credit to the account, only act as a credit during purchase. This means returning registrants will still encounter the credit requirement if they do not add another buyout option to their next invoice.

 

Standard Buyout Product

Standard buyout products will offer the ability to make a payment in lieu of volunteering.

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As noted in the image above, a buyout product uses the same setup as a standard product, but has a value within the Volunteer Credits field. This value should align with your credit requirements. For more information on building products, pleas see our article Products, Tickets & Subscriptions.

Pending Cost Buyout Product

Pending cost buyout products will offer the ability to make a payment in lieu of volunteering. However, they can also be used as ultimatums. These buyout options can be setup as mandatory subscriptions that automatically apply to an invoice. They will then have no upfront cost, but a future installment instead. This subscription product can then be removed from the invoice upon completion of the member's volunteer requirements.

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As noted in the images above, the pending cost buyout requires the subscription variance, with the Mandatory factor enabled. You can set your desired duration and filters. In the Payments section you will then want to set your price as well as enable the subscription to have an installment. You can set multiple installments if desired, but generally a single payment is best. The installment will have no initial amount and an Installments Start date of sometime in the future - after the volunteer positions are expected to conclude.

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