Setting up your organisation and customising settings

You can set up your organisation and customise your settings to suit the specific needs of your organisation so you can manage your volunteers your way.

Users set up as a Billing Owner or Organisation Administrator can do this.

Manage your organisation settings

• Login
• Go to My organisation on the left hand side menu 
• Click on the Settings tab
  
• Click on Organisation name if you need to update the name of your organisation. Here you can then update the name and Save any changes
• Click on Default time zone to select and Save the correct time zone for your organisation
• Click on Public holidays to select and Save the state your organisation is based in so these public holidays are shown on your schedules. You can also set up customised ones if there are any additional ones your organisation recognises.

Customise and manage your volunteer settings

• Login
• Go to My organisation on the left hand side menu 
• Click on the Settings tab

Here you can make onboarding your volunteers a whole lot easier by customising these settings to meet your organisation’s needs.

Customise statuses for your volunteers

• Click on Volunteer statuses to set up the statuses you want to be able to apply to your volunteers. You don’t have to just use the default ones; you can create any that are more specific to the way your organisation works. Just click on Done when you are finished.

Customise your onboarding checklist

Create a checklist that allows your team to follow the same process for all new volunteer and easily see when they are ready for volunteering.

• Click on Onboarding checklist to manage the items included on your onboarding checklist. Here you can Add, Edit and Delete items so it follows the process your organisation uses. Just click on Done when you are finished.

Customise volunteer tags, certificates, reimbursement and recognition types

• Click on Volunteer tags to add and save the tags you want to use
• Click on Certificates to add and save the certificate types you want to be able to record for your volunteers in addition to the standard ones.
• Click on Training tags to add and manage the types of training you want to be able to record for your volunteers.
• Click on Reimbursement types to add and manage the types of reimbursements you provide.
• Click on Recognition types to add and manage the types of recognition you give to your volunteers.

Turn on or off additional settings

You can choose whether you want to enable the collection of additional data , restrict shifts being scheduled on public holidays, automate shift completion and timesheet creation or lock notes and timeline comments.

• Just click on any of these settings to turn them on or off