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 comprehensive 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. Navigate to People Hub → 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 CSV

Recognition Milestones

Automatically track when volunteers reach milestones:

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