Voly User`s Manual
Contents
1. Hi VolunteerNow FANS OF YOUR AGENCY O Partner change Opportunities posting more opportunities Awaiting Your Hours or monitoring those you minimize View All Opportunities already have posted Grant Requests STEP 1 Name amp Contact Name your opportunity and assign a Project Leader You can create a new contact here if needed The contact you assign will receive all notifications when volunteer express interest in this opportunity You must provide an remove current contact to receive notification when volunteers express interest V Create A New Contact STEP 2 Date amp Location When do you need your volunteers ars hours Qur opportunity repeats O We will accept volunteers any day e When do you need your volunteers o Enterastart date for volunteers or for on going opportunities the date that you will start accepting volunteers for this opportunity o Use the and to increase or decrease the hours for this opportunity o Please indicate if the opportunity repeats Select Repeats Daily Weekly or Monthly Repeat every How frequently does this opportunity repeat Repeat on select the day or days of the opportunity Ends Enter an End date no more than 365 days from your start date When do you need your volunteers week s LJ m LJ m g LJ G Mon Tue Wed Thu En Sat Sun After 10 Ooccurrencels On 19 e How will hours be assigned o Auto Assign Hours mak2. 2 Click on Contacts amp Access in the dropdown list Hi Volunteer Center of North Texas Dashboard Opportunities Manage Agency Contacts Agency Details Setting up contacts is an easy way to allow volunteers to get in touch Demographics with the right people at the right time It also helps VCNT contact people when necessary My Profile Doug Lemme Doug Test2 churstavcnt org dlemmeavcnt org doug lemme gmail com Locations 555 555 5555 123 456 7890 Disaster Manager Contacts amp Access Cathy Hurst Certified Shoppers V Disaster Manager Disaster Manager Can Access Voly Can Access Voly uud Add A New Contact 15 3 Review your list of contacts periodically and make necessary edits Please delete contact that are no longer with your agency Identify which contacts need personal login access to VOLY org Indicate any contacts that are pre certified as Disaster Managers for the Mass Care Task Force 4 Toadda new contact Click Add A New Contact Enter the name email address and phone number of the new contact Indicate which programs services they should be contacted about If you want them to have access to VOLY org click the box at the bottom of the form It will change from red to green Click on Save Contact Add Contact Use the form below to add a new contact Name Email Address VeriFYI Volunteer Coordinator Primary Contact Agency Donated Goods Develo
3. Add a new shopper Click on the link Complete required information Click to Save Shopper Add Shopper Use the form below to add a new shopper Name Position Email Address is Belato e 1 dil OF cancel 33 CSR DETAILS RESTRICTIONS AND AVAILABILITY 1 Loginto your agency account on VOLY org 2 Click on the Manage My Agency Q Causes fa Opportunities 4 Agencies 181956 OPPORTUNITIES 1 1 Total Volunteer Hours Hi Harvesting FANS OF YOUR AGENCY 9 Increase this number by i Create An Opportunity e o O ortunities pos ung more opportunites Hope Community AIL l P Manage My Agency Awaiting Your Hours or monitoring those you View Al U pportunites Garden View All Oppo E already have posted Loq MVP Hours Dart Partner 3 Select CSR Details Co CSR Details Agency Details Offense Details Demographics My Profile Offenses Required Membershi i What offenses will this agency NOT allow Contacts amp Access Other Check All Locations Aggravated Check All Sex Check All Certified Shoppers Drug Check All Theft J Check All Export Alcohol Check All CSR Details 4 Under Offense Details check any of the offenses your do NOT want referred to your agency 34 Agency Details Hours of Operation When is this agency open Daytime Check all that apply Mon Tues Wed Evenings Check all that apply Mon Tues Wed Under Agency Detail
4. OSU more opportunities Manage My Agency Awaiting Your Hours or monitoring those you 1 J Ax i I rtur TT view All Oppo nes already have posted Grant Requests 1 Zi 3 4 J 1 Here you will see the logo or photo you have uploaded for your public profile a Your agency Name b Your current membership level with VolunteerNow c Click minimize to shrink the dashboard to a narrow navigation bar 2 Opportunities allows you to manage your volunteer opportunity postings a Create a new opportunity b View all opportunities provides a list of all active past and draft opportunities 3 Beneath the heart you will see the number of VOLY org members who have become fans of your agency a Fans are people who care about your agency and want to follow your activity b Manage my agency allows you to share information that can help us match group and individual volunteers to your specific needs This is also where you identify agency contacts list DG shoppers and manage your account 4 The clock icon provides a reminder of past opportunities so you can report hours into VOLY org s tracking system for your volunteer and your agency records a The is also where you will find a link to report hours for CSR volunteers b A Grant Request link is available for those Partner agencies who meet the requirements to participate in the Federal Community 11 Reinvestment Act CRA through banks who partner with VolunteerNow 5 The call ou
5. Publish Opportunity this opportunity will be visible to community volunteers in VOLY org Italso will appear in searches related to cause or key words listed in your opportunity title or description Each volunteer opportunity you publish will have a unique URL You can share the link on your web site or in social mediaTop of Form to send interested volunteers to your VOLY org posing to express interest in your opportunity 25 WHEN A VOLUNTEER EXPRESSES NTEREST IN YOUR OPPORTUNITY 1 VOLY org will send an email with the volunteer s name phone number and email address to the opportunity contact and to the person who posted the opportunity Good News l Please note To receive these new volunteer has expressed interest in your upcoming OPPOSE emails the Opportunity Contact must have activated their VOLY org account by confirming their email address and establishing a password If the assigned contact leaves your Clay Senes Ensure Safe Food cmsxxxx sbeglobal net for Hungry Families organization you must assign a Volunteer Profile View Opportunity new contact to continue to receive notifications a 2 VOLY org will also generate an email to the volunteer with the name address and phone number of the opportunity contact 3 The agency follows up with the volunteer o Werecommend an immediate email to interested volunteers thanking them for their interest and detailing next steps in the pr
6. in this world e Upload a profile logo or photo e Selecta single Primary Cause 2 Once you complete these updates your agency dashboard will appear From here you can complete your organization s profile and manage several areas of VOLY org FOR NONPROFITS Welcome back Judy Shannon Agency Dashboard Logout V EE Causes Opportunities f Teams E Agencies BOE OPPORTUNITIES P Total Volunteer Hours Hi VolunteerNow FANS OF YOUR AGENCY 9 Increase this number by Ter Create Oppo ity Opportunities osting more opportunities ranner Manage My Agency Awaiting Your Hours or monitoring those you View All Opportuniti Ha x View All Opportunities already have posted Grant Requests 3 Your agency profile page has a unique URL You can share the link on your web site or in social media so volunteer can view and respond to all of your volunteer opportunities 10 YOUR AGENCY DASHBOARD Your agency dashboard provides helpful information for you to manage your agency and stay informed about what s happening with your volunteers M E j j e rn Uo p i N e3 z FOR NONPRCFITS Welcome back Judy Shannon Agency Dashboard Causes 3 Opportunities f Teams Ej Agencies 200 OPPORTUNITIES P Total Volunteer Hours Hi VolunteerNow FAMS OF YOUR AGENCY O Increase this number by Create An Oppor tunity Op portunities
7. org Contacts and Access o Identifies which staff members have access to VOLY org and other Volunteer Center services including disaster management o Establishes and stores agency contact information o Allows you to ensure that the right staff members receive information from VolunteerNow on relevant programs Locations o Allows you to preset the addresses where volunteers are most often needed Certified Shoppers o This is where you manage your DG Discount Depot shoppers Export o This feature allows Partner agencies to export volunteer data for a select range of dates Email Address 14 MANAGING YOUR AGENCY CONTACTS Agency contacts you designate will each be able to create their own login and password to access your agency s profile on VOLY org In VOLY org these contacts can create volunteer opportunities manage volunteers report CSR hours and track your overall progress as an agency You may also designate specific Agency Users to be listed on CSR timecards and request or review veriFYI criminal background checks 1 Click on the Manage My Agency section in the dashboard Q Causes 3 Opportunities Teams E Agencies 256 5 OPPORTUNITIES 2 Total Volunteer Hours Hi VolunteerNow FANS OF YOUR AGENCY O Increase this number by Create An Oppo ity Opportunities posting more opportunities z po Awaiting Your Hours or monitoring those you View All Opportunities already have posted Grant Requests Partner
8. 9 Increase this number by Partne Create Oppo y Opportunities posting more opportunities LI ALLL T Manage My Agency Awaiting Your Hours or monitoring those you View All Opportunities already have posted Grant Requests Hi VolunteerNow f Dashboard f Opportunities Manage Agency L Grants o agency Damis S Ag ency Detalls Agency Details Note Updates to this section will be reflected on your Agency Profile for Volunteers to see Demographics Who Are You My Profile Membership Agency Name Tax ID Contacts amp Access VolunteerNow 75 1364145 Locations Profile Picture Certified Shoppers Export 13 2 From here you can manage Agency Details NOTE The Mission Statement is intended to be a statement of purpose or short elevator speech to inform potential volunteers about your agency and clientele o Who you are o Who you serve o Partner members have Links available for your website facebook twitter and on line donations Demographics NOTE This data helps us find your agency when corporations or groups are seeking to serve specific causes and domographics o Budget amp classification o Ethnicities served My Profile o Client and volunteer details Manage your profile and login information My Profile Who Are You o Change your personal password m gt Manage My Agency Your Name gt My Profile Fname Lname gt Change My Password o Manage the frequency of emails you receive from VOLY
9. Agency Instruction Manual for 9 A service of VOLUNTEERONOW Revised November 2015 TABLE OF CONTENTS 8 9 CREATE YOUR NONPROFIT ACCOUNT ACTIVATE YOUR PERSONAL ACCOUNT LOGIN LOG IN To YOUR AGENCY VOLY ORG ACCOUNT a FORGOT PASSWORD COMPLETE YOUR AGENCY PROFILE YOUR AGENCY DASHBOARD MANAGE YOUR AGENCY DETAILS a CHANGE YOUR PASSWORD MANAGING YOUR AGENCY CONTACTS CREATE A NEW VOLUNTEER OPPORTUNITY WHEN A VOLUNTEER EXPRESSES INTEREST IN YOUR OPPORTUNITY 10 MANAGE INTERESTED VOLUNTEERS 11 REMOTE CHECK IN 12 TRACK VOLUNTEER HOURS 13 MANAGE DG DISCOUNT DEPOT SHOPPERS 14 CSR DETAILS RESTRICTIONS AND AVAILABILITY 15 REPoRT CSR HOURS 16 GENERATING REPORTS DOWNLOADING VOLUNTEER INFORMATION NOTE Control Click on the page number will take you directly to that portion of this manual Eo W Io CREATE YOUR NONPROFIT ACCOUNT FOR NONPROFITS Create An Account Opportunities l Ta Nonprofits Q Causes 1 Goto www voly org 2 Click on FOR NONPROFITS in the upper left hand corner OR click on Create an Account Nonprofits in the upper right hand corner 3 Scroll down and select your preferred membership plan n Select From Our Available Membership Options Below Partner S195 OD er On line Organization Profite Unlimited Voly Postings Skills and Interest Matching Weekly Activity Summary Access to veriFYI for background checks Recei
10. Pending Review 0 Denied Volunteer In Party Status Edit Status Aaron Tapper Q Kil o Interested In 817 709 7371 Volunteering Alexandra Thurston 1 Q il alexandra n hurston Donations Processors 8 Any Date Interested In Accepting Volunteers 818 804 6160 Volunteering This opportunity is currently open volunteers are able to express interest E Sherry Briggs 1 o ill e Pause Opportunity 214 826 6767 amp Manage Volunteers Voly Manager snerDriggs tcra cgrmmnaii com Accepted as a Volunteer Completed 214 826 6767 Volunteering EH voly Export Donati c Show all downloads 5 Lookforthe downloaded file in the lower left hand corner of your screen a Clickon this file to open the spreadsheet b The file is in a csv format which can be saved as Excel A B C D E Voly ID First Name Last Name Email Address Phone Number Status Hours Worked 5467c14477c Aaron XXXXX 817 777 7777 Interested In Volunteering 0 542041dc77c Alexandra YYYYY ra m t gmail com 818 888 6666 Interested In Volunteering 0 5266dd5077 Sherry BBBBB sbbbbb aol org 214 826 6767 Accepted as a Volunteer 4 54ff64b477d Voly MMMMM mmmmmgigmail com 214 826 6767 Completed Volunteering 6 38 To Export All Agencv Volunteers for a Specific Time Frame 1 Loginto your agency account on VOLY org 2 Click on the Manage My Agency Q Causes Hi Harvesung Hope Community Garden Par
11. Y org from any mobile device 2 Click View All Opportunities in the Dashboard FOR NONPROFITS Welcome back Judy Shannon Q Causes Ea Opportunities Teams Agencies OPPORTUNITIES Total Volunteer Hours Hi VolunteerNow FANS OF YOUR AGENCY Increase this number by Create An Opportunity Opportunities posting more opportunities Manage My Agency Awaiting Your Hours or monitoring those you View All Opportunites already have posted Grant Requests Partner 3 Click Report Hours clock icon on the opportunity which requires check in Our Opportunities 2 Amazing Opportunity Animals It s going to be an amazing time 9 Dallas TX 9 x E Aug 29 2013 5Hours amp 1of 5 Found 1 NEEDS ATTENTION 4 To check in a volunteer click on the grey check icon to the left of the volunteer s name and picture When the check box turns green you have successfully check in that volunteer for this opportunity a If your opportunity is set up to Auto Report Hours the pre set hours will automatically be credited to your agency and the volunteer b If you have elected to check volunteers in and out you can return to this screen later to report hours for each volunteer NOTE After the opportunity VOLY org will send an email to the opportunity contact and to the person who posted the opportunity reminding you to report hours for your volunteers 29 Track Hours hic ertrr rer je ra ctorar se Arto Ace Tom Plesrr
12. atus Ben XXXxxxxxx o o il Q name qmail com g Interested In Volunteering 214 123 4567 SlSal XXXXXXXXX o name2 2gmail com ame2 2gmail co Interested In Volunteering 817 987 6543 o Clickon the green check mark to Approve the volunteer Volunteer s status will change to Accepted to Volunteer VOLY org will immediately send an acceptance email VOLY org will send a reminder email 7 days prior to the event VOLY org will send reminder email 1 day before the event o Clickon the yellow dash to Hold the Volunteer Volunteer is not needed immediately but is on hold for future needs for this on going opportunity Volunteer s status will change to On Hold VOLY org will immediately send a Sorry you are not needed at this time however we would like to stay in touch with you about future needs email o Click on the blue bars II to Waitlist the Volunteer This opportunity is currently full volunteer is waitlisted to contact if there are cancellations Volunteer s status will change to Waitlist VOLY org will immediately send a Sorry we are currently full for this opportunity You are on a waitlist If other volunteers cancel we will contact you email o Clickonthe red X to Decline the Volunteer Volunteer s status will change to Declined VOLY org will immediately send a Sorry you are not needed email 28 REMOTE CHECK IN 1 Access your agency account on www VOL
13. eneral Volunteers Specific Skills We can use any volunteer that is We need volunteers who have specific willing to help out our cause skills to meet our needs Who is this opportunity appropriate for Who is this opportunity appropriate for INDIVIDUALS GROUPS Youth Family Adults Youth Group Seniors 65 Corporate Interns Civic Community Please select the individuals and or groups that are the best fit for this opportunity 23 Individuals are intended for opportunities where one person can contribute alone or as part of a group Tutors mentors and administrative work are common individual opportunities Youth indicates individual young people age 13 and up working under your supervision Adults are individuals 18 and older They are often a good match for evening and weekend opportunities Seniors are individuals age 65 Seniors may be retired so they can be a good match for your daytime needs on weekdays Interns are often students seeking specific work experience to complement their studies This is often a specific project with a beginning middle and end You should be prepared to provide every intern with the time attention and rich experience to prepare them for a career in your field and provide flexible hours to accommodate their school schedule Groups should only be selected for opportunities where several people can work together at the same time and location to accomplish a task Specia
14. es it easy to report hours for assignments with a standard schedule o Checkin and Out allows you to easily vary the number of hours worked for each volunteer e Where will they go to volunteer o Click on a preset location for this volunteer opportunity or o Createa new location e Click Save and Continue How will your hours be assigned O Auto Assign Hours Check In amp Out Hours will automatically be assigned You will need to verify each volunteer s to volunteers that attend hours individually Where will they go to volunteer 123 Main Street or you can Dallas TX 75228 9 Create A New Location Save amp Continue 20 STEP 3 Cause amp Description e What cause will this opportunity effect o Please select the Primary Cause for this opportunity from VOLY org s list of options o NOTE This does not need to be identical to the Primary Cause for your agency Project Briefing i A250 character introduction to your opportunity Full Description B I U m5 is s Z1 e Project Briefing O O This short introduction is the first thing volunteer will see about your opportunity Use this to grab their attention and help them see if they area good fit for this opportunity It is helpful to state the impact or outcome this work will provide e Full Description O OG OO 0 OO Use the full description to convey expectations and requirement for this volunteer opportunity Good descriptions he
15. ided Didn t get the email Resend My Email Verification ACTIVATE YOUR PERSONAL ACCOUNT LOGIN VOLUNTEERCONOW Welcome you have been invited to join Agency Name You re almost there but we need a few things in order to set up your account Please fill in the form below to activate and access your new Voly org account Your Name PO Password Confirm Password Click Finish Setup and you will be taken to your agency s VOLY org Dashboard with the following header message ACCESS VOLY ORG 1 Go to http voly org Loc IN To YOUR AGENCY ACCOUNT 6 Click on My Account and select Nonprofits 7 Enter your email address and your private password 8 Click Log In My Account Create An Account FOR NONPROFITS V LY E Causes f Opportunities Agencies For Nonprofit Agencies Log in New To Voly Manage Volunteers Track Opportunities and support your mission mail Address Create A Nonprofit Account P H BEN BENE Forgot your password If you forget your password click on Forgot your password above the green Log In button A new password will be sent to your log in email address COMPLETE YOUR AGENCY PROFILE 1 There are a few areas you must review and complete to activate your organization s profile As soon as your organization s profile is activated you can begin to post volunteer opportunities e Impact Statement A brief statement of the impact your organization makes
16. l events and one day projects can be excellent group opportunities Your opportunity description should indicate the minimum number of people needed for the project as well as the maximum group size you can accommodate Family groups are typically parents and children working together These opportunities should include well planned activities to engage children in safe and meaningful ways Several of our agencies benefit from families with children ages 4 and up Please indicate a minimum age for these volunteers in your opportunity description Youth Groups are often groups of elementary middle school or high school students with some level of adult supervision Please include minimum age for participants and the youth to adult ratio you expect the group to provide Corporate groups often use volunteer projects as team building opportunities These groups can be small or very large and often have a budget to help provide supplies and or refreshments Civic groups may be associations clubs or special interest groups that have a passion for your cause Take the opportunity to inform them of additional ways the can support your cause individually or together Community groups often share a common bond Encourage them to continue their engagement by making sure they understand how meaningful their volunteer work is to your organization and your clients 24 Publish Opportunity As soon as you complete the required information and click
17. lp to pre screen candidates so the volunteers who apply meet your basic requirements You have plenty of room to include how this work will impact your clients and your cause Describe what the volunteer will be doing and why it is important Also include any volunteer requirements or restrictions List the day s and time of day you will need volunteers Include a minimum age for volunteers If a background check is needed state that here VOLY org allows you to include links in your Full Description for example a link to your volunteer application Please review to be sure your description is accurate and complete with proper spelling and grammar e Opportunity Picture Save amp Continue We recommend you upload your logo or a photo to attract volunteers to this opportunity If you want to change the photo ona posted opportunity you can do so by duplicating the opportunity and selecting a new image 22 STEP 4 Volunteers Determine how many volunteers you will need which type of volunteers general vs specific skills are appropriate for this opportunity If you are seeking skilled volunteers select a maximum of two to three skills that are most relevant to this opportunity To attract the volunteers you need each skilled position should have its own posting Avoid lumping multiple needs into one posting How many volunteers do you need What type of volunteers are you looking for ar S G
18. o express interest Pause Opportunity Harshan B E E PIRE Q Log Hours Track Hours Jacqueline 4 Click on the Check Mark to indicate the volunteer did report for this volunteer opportunity o Ifyou selected Auto Assign Hours for this opportunity for this opportunity the volunteer will receive a pre set number of hours o Ifyou selected Check In and Out for this opportunity you can easily adjust the number of hours actually worked for this volunteer based upon sign in and out sheets Click on Log Hours Enter the number of ours this volunteer worked 5 When you report hours for your volunteer VOLY org will generate an email to thank them for volunteering 6 Hours you report will be visible on both your agency profile and on the volunteer s profile page 7 Forongoing opportunities you can add additional hours for any of your volunteers each time they volunteer by adding the new hours to those already reported 31 MANAGE DONATED GOODS SHOPPERS 1 Click on the Manage My Agency section in the dashboard FOR NONPROFITS Welcome back Judy Shannon f amp Agency Dashboard Logout OLY Causes amp Opportunities Teams E Agencies bd 9 256 5 OPPORTUNITIES Total Volunteer Hours Hi VolunteerNow FANS OF YOUR AGENCY O Partne Create An Oppo y Opportunities posting more opportunities I silt Y Increase this number by l 23 Manage My Agency Awaiting Your Hours or moni
19. ocess o You can view the volunteer s profile in VOLY org to learn more about them their areas of interest and prior volunteer experience o Youcan request additional information from the volunteers such as completing a volunteer application for your agency or doing a criminal background check if needed o Youcanset up an interview with the volunteer or invite them to an agency orientation meeting 4 When you have sufficient information to make a decision about the volunteer follow the steps in the next section to Manage Interested Volunteers 26 MANAGE INTERESTED VOLUNTEERS 1 Click View All Opportunities Q Causes amp Opportunities m Teams E j Agencies EE OPPORTUNITIES Pi Total Volunteer Hours Hi VolunteerNow l FANS OF YOUR AGENCY 9 qu eeu Partne Dc Hy Opportunities posting more opportunities Fartner Manage My Agency Awaiting Your Hours or monitoring those you View All Opportunities already have posted Grant Requests 2 Click Manage Volunteers hand icon on the opportunity which requires attention Our Opportunities Amazing Opportunity It s going to be an amazing time 9 Dallas TX Aug 29 2013 ON 1of5 Found 1 NEEDS ATTENTION e NOTE Until you take action to manage the volunteer see below VOLY org will indicate they need attention 27 F EM ro i H Manage Volunteers 0 8 touna 0 Approved 0 Wart Listed 0 On Hold Pending Review Volunteer Edit St
20. pment Billing Project Manager Other ED CEO Give Access To Voly Allow this contact to login to Voly for your agency I NO recul OF Cancel NOTE If you provided access to VOLY org they will immediately receive an email inviting them to create their own password NOTE 2 If you don t receive this message and are new to VOLY org please check your SPAM filters to ensure the message wasn t blocked 16 5 Each VOLY org User will need to follow the link in their emailed invitation to create their password and activate their access your agency profile on VOLY org HI you need to activate your accountl VolunteerNow has invited you to use Voly With Voly you can promote manage and track your agency s volunteer activity Simply click the link below to get started with using your Voly account Click here to create a personal login to your agency s Voly account VOLUNTEERONOW Welcome you have been invited to join Frogs Forever You re almost there but we need a few things in order to set up your account Please fill in the form below to activate and access your new Voly org account Your Name Ann Johnson Password Confirm Password Finish Setup 17 CREATE A NEW OPPORTUNITY Use this feature to create an accurate attractive and compelling posting for perspective volunteers Click Create an Opportunity from your agency dashboard FOR NONPROFITS Ls ene OPPORTUNITIES P Total Volunteer Hours
21. re tant oai maler 3cct Aen tals Q This opportunity is registered as Auto Assign Hours Hours will automatically be assigned to volu Volunteer Sherry Briggs sbnggs vent org Donations Processors 3 Any Date 9 Dallas TX 214 826 6767 Voly Manager Accepting Volunteers sherbriggs craGgmail com This opportunity is currently open volunteers are able to express interest 214 826 6767 Pause Opportunity amp Manage V Export Volunteers TRACK VOLUNTEER HOURS 1 Click View All Opportunities in the Dashboard Q Causes Opportunities Teams Ej Agencies OPPORTUNITIES Total Volunteer Hours FANS OF YOUR AGENCY Increase this number by Create An Opportunity Opportunities posting more opportunities Manage My Agency Awaiting Your Hours or monitoring those you JE ae View All Opportunities already have posted Grant Requests 2 Click Track Hours clock icon on the opportunity which requires attention Our Opportunities Amazing Opportunity Animals It s going to be an amazing time 9 Dallas TX f Aug 29 2013 amp 1of5 Found 1 NEEDS ATTENTION 30 3 Onthis page you can e View approved hours e Manually approve hours Track Hours 10 19 8 Q This op Volunteer Hours v denn 5 Hours Logged Nonprofit Make Over Q Loq Hours 8 Aug 29 2015 Q View Hours 5 Hours Dioscelina Volunteers Accepting This opportunity is currently open volunteers are able t
22. s check the days and evenings you will accept and provide supervision for CSR volunteers Complete this form Tasks What tasks will the volunteer be asked to perform a The general Tasks Administrative Animal services a C S R VO u nte er can Carpentry Child care services Computer Customer Service exp e ct to p e rfo rm Delivery 4 Landscape Maintenance Painting Plumbing b The County your agency is located c The Dress Code for egistered County volunteers What county is this agency in d If Bilingual Staff are available to larrant v work with CSR Dress Code volunteers What should the volunteer expect to wear e Andifthe volunteer site ls Handicap Casual Shorts ok i Casual No Shorts Ac C e S S ib l e Business Professional No jeans Click on Save Agency to update this form Other Features Bilingual Staff Handicap Accessible Save Agency ance us FO 35 REPORT CSR HOURS 1 Log into your agency account on VOLY org 2 Click on the Log MVP Hours a NOTE CSR Community Service Restitution and MVP Mandated Volunteer Program are used interchangeable on VOLY org Q Causes fa Opportunities Teams E Agencies 108 5 OPPORTUNITIES 1 1 Total Volunteer Hours Hi Harvesting FANS OF YOUR AGENCY O Increase this number by i Create An Opportunity AT E posting more opportunities Hope Community Opportunities E a Manage My Agency Awaiting Your Hour
23. s or monitoring those you View AU Opportunites Garden View All Oppo ues already have posted Log MVP Hours Farner MVP hours Search MVP Volunteers ML CID Date of Birth 829180 03 14 1995 C505532 02 06 1984 3 Type in Current Month Hours for each CSR volunteer who work at your agency this month XXXXXXXXXX C822116 04 21 1990 Previous Next i Submit MVP Hours 4 Click Submit CSR Hours 36 GENERATING REPORTS AND DOWNLOADING VOLUNTEER INFORMATION VOLY org provides our Partner members with the capacity to download volunteer information into an Excel spreadsheet format for recordkeeping and reporting To Export Volunteers for a Specific Volunteer Opportunit 1 Loginto your agency account on VOLY org 2 Click View All Opportunities FOR NONPROFITS Welcome back Judy Shannon Q Causes fa Opportunities Teams Lj Agencies OPPORTUNITIES Total Volunteer Hours Hi VolunteerNow FANS OF YOUR AGENCY Create An Opportunity Opportunities posting more opportunities p Awaiting Your Hours or monitoring those you View All Opportunities already have posted Grant Requests Partner 3 Click Manage Volunteers hand icon on a specific opportunity Our Opportunities li Amazing Opportunity me It s going to be an amazing time 9 Dallas TX 37 4 Click on Export Volunteers in the left hand column Manage Volunteers 1 4 rouna 4 Needed 1 Approved O Wait Listed 0 On Hold 0
24. t provides a quick glance of the total number of volunteer hours you have reported through VOLY org along with tips on how to increase you volunteer hours Votunteer Hours 6 The middle section of your agency dashboard is a month by month bar graph of volunteer hours Once you have used VOLY org to track volunteer hours for a few months you will find this provides a helpful glance at how volunteer hours are trending for your organization Upcoming Opportunities Family Day in the Garden Help Feed Hungry People See All 58 Volunteers See All 77 Volunteers 7 The third section of your dashboard gives you a quick glance of your next one to three volunteer opportunities a The photo you have uploaded for this opportunity b The name of the opportunity 12 When this opportunity is scheduled How many volunteers you still need e Ifthere are interested volunteers who are awaiting your review and approval f How many volunteers have been approved for this opportunity with a link to manage those volunteers NOTE VOLY org will send approved volunteers email reminders 1 week and 1 day prior to your event to encourage their participation a n MANAGE YOUR AGENCY DETAILS 1 Click on the Manage My Agency section in the dashboard FOR NONPROFITS Welcome back Judy Shannon ft Agency Dashboard Logout Q Causes fa Opportunities Agencies bd 9 256 5 OPPORTUNITIES Total Volunteer Hours Hi VolunteerNow FANS OF YOUR AGENCY
25. tner Create An Opportunity View All Opportunities FANS OF YOUR AGENCY 9 Manage My Agency o d y Teams 3 Opportunities M Opportunities Awaiting Your Hours already have posted Log MVP Hours 3 Select Export in the left hand column Hi VolunteerNow L Agency Details Export Dashboard f Opportunities Manage Agency Use the form below to export your volunteers from Voly org Demographics Export Details My Profile Membership Volunteered Start Date Contacts amp Access Volunteered End Date Leave dates blank to export all data Locations Certified Shoppers Export Export Volunteers be a day as week a month a quarter or an entire year minutes to run A D E Voly ID 5467c14477c Aaron XXXXX 3 542041dc77 c Alexandra YYYYY i 5266dd5077 Sherry BBBBB 54ff64b477d Voly MMMMM mmmmm First Name Last Name Email Address mail com sbbbbbqgaol org L Agencies 9 108 3 Total Volunteer Hours Increase this number by posting more opportunities or monitoring those you Grants 818 888 6666 mail com 817 777 7777 214 826 6767 214 826 6767 o Insert the Start and End dates for the volunteers you want to export this might Click on Export Volunteers Please be patient large reports may take a several 39
26. toring those you View All Opportunities View All Oppo Hes already have posted Grant Requests 2 Click on Certified Shoppers under Manage Agency Hi VolunteerNow f amp Dashboard amp Opportunities Manage Agency MVP MANAGE AGENCY Certified Shoppers As a member of the Volunteer Center of North Texas agencies have access to our shop Demographics However each shopper must be registered in the list below first Agency Details My Profile Cathy I Judy Lisa T maii mail or Agency Relations mail mail or Agency Relations Coordinator 3 Disaster Manager Contacts amp Access E Membership EAE Locations Certified Shoppers Millicent mail mail org Chief Program Officer E Add A New Shopper 32 3 Review shopper list and add edit or delete as needed Agency must have a Partner or DG membership with VolunteerNow to be eligible to designate shoppers Certified shoppers must be agency paid staff or Board members No volunteers friends or family members may be listed as shoppers Shoppers may bring one guest over 12 years of age with them to shop Falsification of records or violation of DG policies may result in loss of shopping privileges for the individual or the agency 4 To Delete a shopper click on the red X beneath the shopper s name 5 To Edit a shopper Click on the purple pencil icon beneath the shopper s name Edit shopper s information Click to Save Shopper 6 To
27. u with any additional information we may need from you Mandatory Volunteer Program The Mandated Volunteer Program MVP places and monitors eligible court mandated individuals clients in volunteer positions to fulfill community service hours assigned as a condition of probation Find out more al VernriFYI VeriFYI provides more than 600 nonprofits with this low cost method of gathering all the critical information when screening volunteers or prospective employees Fin Billing Information Partner You will be charged M 195 00 per year Pay By Credit Card Pay By Check Billing Information Name On Credit Card Billing Address Credit Card Expiration Date 5 Bycreating an account in VOLY org you confirm that you officially represent the agency and that you have read and agree to the VOLY Terms and Conditions Credit Card Type Visa Credit Card XXXX1111 oem Grand Total 195 00 Pay By Check An invoice with payment instructions will be sent to the email address you provided above Before your account is activated we must receive your payment Create Account Payment Invoice Use the link below to download an invoice When paying by check we must receive payment before you can fully access the features of VOLY Youre Almost I here Just Check Your Email We just sent you an email and in order to access your new Nonprofit Account you must first verify the email address you prov
28. ve CSR Referrals Track Volunteer Hours Enroll in Training Access DG Discount Depot Export Volunteer Data Training Discounts Link to Agency Website Social Media Links Preferred site for Teams On line Donations Link Build a Fan base Choose Plan J DG Discount Depot 9100 00 m On line Organization Profile Uniimited Voly Postings Skills and Interest Matching Weekly Activity Summary Access to veriFYI for background checks Receive CSR Referrals Track Volunteer Hours Enroll in Training Access DG Discount Depot Choose Plan Friend Free On line Organization Profile Unlimited Voly Postings Skills and Interest Matching Weekly Activity Summary Access to veriFYI for background checks Receive CSR Referrals Track Volunteer Hours Enroll in Training Choose Plan 4 Complete the on line form to Create Your Nonprofit Account For Nonprofit Agencies Already Have An Account Create Your Nonprofit Account Why don t you just log ininstead Agency Name Your Name Email Address Your Phone Number Tax ID 75 2356984 Most Recent 990 or Audited Financial Record Optional Upload to expedite the process Other Services As a member of the Volunteer Center of North Texas you can also take advantage of some of our other services Please choose any additional services you might be interested in taking advantage of Someone from our organization will then contact yo
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