Volunteer Management

Engage Your Volunteers

The Volunteers CRM helps you manage volunteer information, track hours, coordinate activities, and recognize your most dedicated supporters.

Volunteer Profiles

Each volunteer has a complete profile containing:

• Contact Information: Name, email, phone, address

• Emergency Contact: Name, relationship, phone number

• Skills: What they can help with

• Interests: Areas they're passionate about

• Availability: Days and times they can volunteer

• Background Check: Status (pending, approved, expired) and date

Volunteer Types

• Regular: Volunteers who contribute on a consistent schedule

• Occasional: Volunteers who help when available

• Event-based: Volunteers who help at specific events only

Hour Tracking

Track volunteer contributions:

• Total Hours: Lifetime volunteer hours

• Year-to-Date: Hours in the current year

• By Activity: Hours broken down by what they did

• Approval Workflow: Staff can review and approve submitted hours

Adding Volunteers

1. Open People, then Volunteers
2. Click "Add Volunteer"
3. Enter contact information
4. Set volunteer type and status
5. Add skills and availability (optional)
6. Optionally create a login account for self-service
7. Save the volunteer

Managing Hours

From a volunteer's profile, you can:

• Add new hour entries
• Edit existing entries
• Delete incorrect entries
• View complete hour history
• Export hours to spreadsheet

Recognition Milestones

Automatically track when volunteers reach milestones:

• 50 hours
• 100 hours
• 250 hours
• 500 hours
• 1,000 hours