Insights into Volunteer Scheduling and Management
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SCHEDULING, PART 1
WELCOME
Today’s Learning Objectives
Determine whether or not an opportunity should be set
up with schedule slots
Know what volunteers see on eRecruiter
Create schedule slots and understand their elements
Do You Have to Schedule?
Pros:
•
“When” and “where” established
•
Repeating schedule slots
•
Automatic log book entries
•
Schedule slot reports
Cons:
•
Erratic volunteer schedules
•
Maintenance of repeating
slots
•
Log book entry editing when
changes occur
•
Reports not customizable
Opportunity Scheduling
Monthly Calendar
Slot Summary
Opportunity List
Volunteer List
Putting It Together
Schedule Slot Profile
Location Information
Slot Repetition
Instances: Single vs. Multiple
Requests and Assignments
Hours and Log Book Entries
1.
Volunteers use a Sign In station:
Select “Do not allow volunteers to record their hours for this opportunity”
2.
Special circumstance to automatically log hours:
Select both check boxes
3.
You manually enter hours in eCoordinator:
Select “Do not allow volunteers to record their hours for this “opportunity
Saving Slot Profiles
Web Site View
“Sign Up”
Opportunity
“Sign Up for Slot”
Schedule Slot + Opportunity
Practice
1.
Click the “Calendar” button
2.
Familiarize yourself with calendar views:
Month
Week
Day
Volunteer Day
Grid
3.
Drag and drop an opportunity on to the calendar
4.
Fill out and create the schedule slot
5.
Practice assigning from within the schedule slot profile.
Hint: drag and drop.
6.
Click “
Play
” to continue
Conclusion
Some tips and reminders:
Start small with your best volunteers and go from there
Schedule slots appear on eRecruiter
Use drag-and-drop
Use the “Refresh” button
Thank You
Start this module again
CONGRATULATIONS!
Welcome to the Fairfax County online training module for Scheduling, Part 1 of 2. This module will discuss the logic behind schedule slots, their advantages and disadvantages, and demonstrate how to create them inside eCoordinator.
Exploring the intricacies of volunteer scheduling, this informative guide covers topics such as creating schedule slots, weighing the pros and cons of scheduling, opportunity scheduling, monthly calendars, slot summaries, volunteer and opportunity listings, and more. Dive into the world of volunteer management to optimize your scheduling strategies effectively.
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Presentation Transcript
WELCOME SCHEDULING, PART 1
Todays Learning Objectives Determine whether or not an opportunity should be set up with schedule slots Know what volunteers see on eRecruiter Create schedule slots and understand their elements
Do You Have to Schedule? Pros: Cons: Erratic volunteer schedules When and where established Repeating schedule slots Maintenance of repeating slots Log book entry editing when changes occur Reports not customizable Automatic log book entries Schedule slot reports
Hours and Log Book Entries Volunteers use a Sign In station: Select Do not allow volunteers to record their hours for this opportunity Special circumstance to automatically log hours: Select both check boxes You manually enter hours in eCoordinator: Select Do not allow volunteers to record their hours for this opportunity 1. 2. 3.
Web Site View Sign Up Opportunity Sign Up for Slot Schedule Slot + Opportunity
Practice Click the Calendar button Familiarize yourself with calendar views: Month Week Day Volunteer Day Grid Drag and drop an opportunity on to the calendar Fill out and create the schedule slot Practice assigning from within the schedule slot profile. Hint: drag and drop. Click Play to continue 1. 2. 3. 4. 5. 6.
Conclusion Some tips and reminders: Start small with your best volunteers and go from there Schedule slots appear on eRecruiter Use drag-and-drop Use the Refresh button
Thank You CONGRATULATIONS! Start this module again
