Compensation Practices
Contents
1. Understanding the Volunteer Opportunity Overview Dashboard Partner Portal Submitting your Volunteer Opportunity for Approval 2012 Oneoc www OneO0C org Posting a Volunteer Project on www OneOC org p 3 HandsOn CONNECT DEMO Dear Larry Deckel Your request to become a partner organization with HandsOn Connect Demo has been approved An email with your log in and password will be sent to you in a separate email Your account has been upgraded to allow you as an approved user representing Helpful Helpers tc log in and access our organizational portal through wich you will be abic to submt opportunities that will appear on our opportunity search engine and on our appo tunity calendar Your access will alow you to Update your organizational information This first email specifies you have been approved and granted access to the portal You will receive a follow up email with your username and password Dear Larry Deckel HondsOn Connect Demo has created a menber account on your behalf at hito dem torg Thonk you The HondsOn Connect Deno staff k on this link to lo Your login ond password information is below wes ge nals your new partner Username ount Password CRoNeR The password is temporary and you will be prompted to reset it To log on go to the site go to www OneOC org and click on Get Involved and then Volunteer Opportunities Click on the Login in the upper r2. List of the last 10 records that have been viewed or edited Clicking on a recent will bring up the record and Hyperlinks Home the page you re on now My Organization your Company s profile Locations the names and addresses of one or more places where volunteer opportunities will take place Volunteer opportunities All the records of the volunteer opportunities you have created You would create a New Volunteer Opportunity on this page but don t US the Volunteer Opportunity Wizard instead I s far far easier In this section you can edit your volunteer opportunities submit them for approval to be posted on the public 2012 Oneoc www OneOCorg Posting a Volunteer Project on www OneOC org p 6 site create new occurrences of date amp time specific volunteer opportunities search for skilled volunteers and more This is also where you will be approving volunteers for express interest opportunities scheduling them for ongoing opportunities and reporting their attendance and service hours e Connections A connection is a record of the relationship of a contact the volunteer the occurrence of the opportunity they are connected to and the status of that connection f Documents This is where you will find documents and other resources that have been made available to you by the managing organization g Reports This is where you will find reports that you can run to
3. could include links images and possibly documents to download When you have finished adding your text click on SAVE To close the window and remove it from your screen click on CLOSE after Saving 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 19 You will receive an alert message asking you to refresh the browser window In order for the Opportunity Description to be added you MUST refresh your page in your browser https hoc na7 visual force com To see the opportunity description after adding or editing refresh volunteer opportunity page Ges Here is an example of a richer volunteer opportunity created using the Static Page Editor Static Page Editor Seve Close jp Z uae Ses Paragraph Fontfamily Fortaize Xanti Ati CAE S a Gem HORl A we al i x 2OH a aF NOTE This volunteer opportunity is for wanten ony The word is scary when you don t have a permanent placa 9 call pame Eate the uncertainty ofthe youngsters at the Mother Child Residence by engaging tham in arte and crafts activites whe thelr moms attend 3 social service Class that evening These kids aged 5 12 adore tha company of our warm and friendly Volunteers The arrival of Har son Darno volunteers fils the halls with hapoy shouts ard hugs The Good Shepherd Mother Child Residence provides programs that address the comalex needs ot homeless women with ch
4. good business practice for you to always verify volunteer attendance and service hours Strive to have your total verifications due count always at zero 2012 Oneoc www 0ne0C org Posting a Volunteer Project on www OneOC org p 18 Opportunity Description Partner Portal A volunteer opportunity cannot be published until it has a description Because the description is a rich text object populating it is a separate step from using the Volunteer Opportunity Wizard The Volunteer Opportunity Overview reminds us that we have not yet authored a description ei Hanon connsct srorteuts Volunteer Opportunity Overview Here s your at a glance view ofthis Volunteer Opportunity Y Opportunity Croatod If there is no check mark next to Opportunity Description then you have not yet created a description for the opportunity Click on the Add Change Description hyperlink to submit a description for your project Click on the link to open the WYSIWYG editor and enter the opportunity description Static Page Editor Save close B z vu ae gt Paragraph gt Fontfamily gt Fontsize 45 Gk i a aa be FOm GIR A B m EN E 2 GH a Ay Help us make seniors happier by visiting with them singing songs and playing bingo Save ciose The editor will appear in a separate tab or window You can use plain text if you wish or use the features of the WYSIWYG editor to create a more compelling description which
5. know it s been published The posting status on the Volunteer Opportunity Record will be updated accordingly Please Manual Part 2 for these sections e Creating an Occurrence Partner Portal e Creating an Recurrence Partner Portal e Occurrence Record Saved View Partner Portal Connection Grid Overview 2012 oneoc www OneOC org
6. the Opportunity and whether it has been published Volunteer Opportunity Overview Dashboard Volunteer Opportunity Overview Sour ate anceow orm ures Ongena ag rete cts peri Descriptor y Obbernty harasses Owon ara marnes Occurs Ces Qeeiew Cosme canas passiin pe eS Opportunity Created the basic characteristics of the opportunity have been successfully defined The checkmark to the left of each of the 8 items indicates whether it has been completed and accepted Occurrence Created the opportunity has at least one occurrence defined Occurrences are what show up for sign up on the public site An opportunity without at least one occurrence will not appear on the public site Recurrence Created whether there is a recurring pattern of occurrences that has been created in association with this opportunity Total Active Occurrences the total number of occurrences that are in Active Status Opportunity Description whether the opportunity description has been created and accepted Opportunity Characteristics can improve efforts to track national and local metrics Opportunity Published Projects are pending until OneOC approvals it Your project can not be reviewed for approval until you submit To submit click the link to submit the opportunity for approval Verifications Complete Total Verifications tells you whether there are any outstanding verification due specifically for past occurrences It is
7. We rely on OneOC and If you need people EA aia connect us with to help get food to Orange County s hungry Mark Lowry CAPOC s O C Food Bank Connecting nonprofits with volunteers is what we ve done for over 50 years We connect young and old diverse cultures and religions and people of all economic levels to build a stronger more vibrant Orange County Every day thousands of Orange County lives are touched by the way we unite the power of volunteers philanthropic dollars and charitable causes Posting a Volunteer Project on www OneOC org As a partner organization of OneOC you have the ability to post a volunteer project on our website Using our technology you can do the following e Create and publish volunteer opportunities e Update basic information involving your organization e Edit existing volunteer opportunities e Monitor sign ups and review prospective volunteers e Confirm volunteer participation for express interest opportunities Schedule volunteers for ongoing volunteer opportunities e Communicate with volunteers via email This guide introduces you to the basics of posting a volunteer project supplementing the information you received from the training video Let s get started 2012 One0C www OneOC org Posting a Volunteer Project on www OneOC org p 2 Table of Contents Part 1 The Home Tab and Userface Using the Volunteer Opportunity Wizard in the Partner Portal
8. cation email stating that they are scheduled to attend When all slots are gone sign up is cut off though people have the option of being added to a wait list which automatically alerts prospective volunteers whenever someone cancels and space becomes available Express Interest choose this registration type if you want to review volunteers before confirming them for the opportunity They will not be able to automatically sign up but will just express interest The opportunity coordinator will receive an email notification whenever a volunteer expresses interest and will have to log in and either CONFIRM or DECLINE the volunteer All To Be Scheduled opportunities are automatically set to express interest since you will have to contact the volunteer to arrange a specific date and time for them to volunteer with you 2012 Oneoc www 0ne0C org Posting a Volunteer Project on www OneOC org p 13 Set a minimum and maximum number of volunteers for the opportunity Please cornplete the folowing and well guide you through the process ef creating Voluniest Opportunity Vonunteer opportunity wane Primary impact Aves CH Iiron amp Youth Ecucation E Opportunny cooranaor Alen Romen A O Bae a Tino Spon olka The maximum attendance determines how many people can sign up or express interest before the opportunity is closed to sign ups This ensures you never get too many volunteers signed up If someone later ca
9. cts Name Organization Name Organization Site Profle Name aemus Troue Touto Voluneer Leader Anau Touro Parner Stet Bary Trout Troutco Bobby McGhee Tomes Volunteer Bobby Trout Touto Volunteer Leader Pete Parner Trouteo Volunteer Porai Pate Touro Parner Stat Rober Trout Trouteo Parner stat Tad Poti Trovteo Volunteer 2012 Oneoc www OneOCorg Posting a Volunteer Project on www OneOC org po Clicking on the magnifying glass icon will allow you to look up anyone on your staff and select them to be the Opportunity Coordinator for this volunteer opportunity By default the contacts you have most recently accessed in the system will appear in a list You can look up other names in your data by typing the name in the search box and clicking on the GO button The Opportunity Coordinator is the person who will be in charge of managing volunteers for this project The coordinator will receive emails mentioning volunteer signups and removals and the coordinator will be listed on the public site as the contact for this opportunity Select the Location for the Volunteer Opportunity Plaase completo hollowing and wot guiso you trough th procose of aostng a Voluntoor Opportunity Volunteer Opportunity Name Read 10 Ki Piney nowt ae pouty Coontnatr Art Tour car aeons w 3 Franklin Canyon Park Terea Vareowe maze ttoattng Word ot Wonder High ard Wr Bureau eg Wid Reading oor rae Park Tos Center Sei neu feveat
10. eduled opportunities you will specify a start and end date This is the period of time during which you want the opportunity to be listed and searchable on the site and available for volunteers 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 16 Specify the days and times you need volunteers Hold down the Control key or Shift key to select multiple days and times from the list If you want to give more detailed info on hours you will be able to specify that in the opportunity description you will create next Step 2 Click on the Volunteer Opportunity tab to see the record As monatan imin EEE aa aE Yolunteor opportunity Ovorviow Before you can submit the opportunity for publication you will need to add an Opportunity Description Step 3 e Ifyou chose Recurring schedule in the wizard you will need to create a recurrence so that you have at least one occurrence date and time for the opportunity e Note Projects setup as on going DO not need to have the occurrence record updated Step 4 e Submit the opportunity for approval if you do not hit submit your opportunity can not get approved 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 17 Understanding the Volunteer Opportunity Overview Dashboard Partner Portal The Volunteer Opportunity Overview gives you a dashboard view of the status of
11. erify their service and credit them with service hours Note If you setup as activity you will not be able to track hours It must be setup as project to manage volunteer hours Activity Any other type of activity that you might want volunteers to sign up for which doesn t result in direct service If you choose activity you will be asked to define what type of activity it is e Recognition A public ceremony where volunteers are recognized and celebrated Training any class or instruction you provide as an organization i e First Aid Class CPR Working with Children etc e Social any party or social event you have for your volunteers e Other anything else that isn t a volunteer service opportunity Piense complete the tollowing and we l guide you trough he process of rating a Volunteer Opoortunty Vote Opportunity Nowe arama ieee faaan Oppanunny cosranator arron oseton Youn cener crust Location Type hauv 8 Aey O 4 rone Tete vea_eeoen Minimum Bae academy Minimum Age ot at Soca smana rer Ea 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 11 If you select training you will be asked to specify what type of training it is e Volunteer Leadership teaches how to lead others in service e Volunteer Management teaches organizations and individuals on how to manage volunteers or events e Organizational Development classes to help other organizations
12. get information about all your data in HandsOn Connect These reports can be viewed on the website or exported to excel or csv files Note The tabs available to you may appear in a different order and may include fewer or greater tabs than what is featured here Switch to Volunteer Portal Clicking here will take you back to the public website You can search for your volunteer opportunities and view other site content To update your personal information click on Switch to Volunteer Portal and then navigate to the My Account tab on the public site Then click on the Personal Information link You can also change your passwords here 2012 Oneoc www OneOC org Posting a Volunteer Project on www OneOC org p 7 Using the Volunteer Opportunity Wizard in the Partner Portal The to create a new volunteer opportunity is to use the Volunteer Opportunity which is on the left sidebar of your portal Home About Us services Resources Get involved contact Blog Search Sa P o anmo oppona veistos Gainer omen ery There are 4 steps to creating a volunteer opportunity Step 1 Complete the questions on the Volunteer Opportunity Wizard Step 2 Write a job description to incise volunteers Step 3 Edit any reoccurrence or occurrence record Step 4 Hit submit Step 1 Clicking on the hyperlink for Volunteer Opportunity Wizard will launch the wizard in a pop up window Let s walk
13. ight corner and enter your username and temporary password 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 4 Home aboutus Services Resources cet invalved Contact Blog aay p Time and Talent You ve got it Orange County s nonprofits need it Let us connect you E For Volunteers For Organizations Volunteer Opportunity Calendar The temporary password is case sensitive so type it carefully You will need to set your permanent password If you forget your password click Forgot Password The system will prompt you to enter your username to send you your password you created Home AboutUs cervices Resources tetlnvelved Cantect Bieg os e Chuna Your Barrios 2012 Oneoc www One0C org Posting a Volunteer Proj ject on www OneOC org pS The Home Tab and User Interface Here s a brief overview of the portal home page with the different elements chi Gethwolved Contact Blog smesne 2 Tian Nona tise _vnioipmr vninrene seams Rove ove Left Sidebar 3 E y y K 1 Volunteer Opportunity Wizard Click on the link to start the process of posting opportunities 2 Search Search for any records your organization has created and for volunteers who have signed up or expressed interest in the volunteer opportunities 3 Create New A shortcut to create a new record of any type Recel item 5 Tabs a b amp nt Items
14. ildren in Southern California and Orange County 6 and 17 year olde can attend this projec without parent by arriving with a parents waver farm Volunteers who are LA or 18 must be accompanied by a Parent You do not have to make your descriptions fancy Plain text will do and may be easiest for most users But you do have the option of doing some basic html markup Please note OneOC does not review your posting for spelling errors or grammar mistakes 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 20 Submit ing your Volunteer Opportunity for Approval Once you created the opportunity gave it a description and made sure it has at least one occurrence scheduled you are ready to submit it to OneOC for approval mae Foro Volunteer Opportunity Overview Hete s your ata clance vew ofthis volunteer opaoruniy Click on the Submit for Approval link in order for OneOC to review your opportunity and approve it for publication After submitting for approval Vatntcer Gpporanity bai ese J cose Volunteer Opportunity Overview Hare s your ata clance view ef this Velurteer Opportunity omer Alan Romero charset VatutcerGonertnty Tost When you click on Submit for Approval the status will be updated The Posting Status field on the page will indicate that OneOC has been notified and is reviewing the opportunity Upon approval you will receive an email letting you
15. lunteers to attend and volunteer together It takes place on a specific day with everyone starting at the same time and ending at a defined time This could happen just one time or on a recurring basis weekly monthly etc You define how MANY volunteers can sign up for this opportunity and they will see exactly what times are available To Be Scheduled Some organizations need volunteers on an ongoing basis Examples might be Office help needed or Mentors or Tutors needed You might welcome volunteers at defined times of the day i e Mondays Fridays anytime from noon 5 pm but exactly when the volunteer will attend and for how long is flexible and something you will arrange directly with the volunteer If you need volunteers every day this is the preferred schedule type as opposed to creating many many date and time specific opportunities Registration Type Please complet the folowing and wel guide you trough the process o creating a Volunteer Oportunity Volurtear Opportunity Name Rad To Os Primary imaat ars speruinty Caorinstar arr Taxt A Location voutn Center 1 tme roen E Phad aun 3 COA San Up 1 There are two registration types to choose from Sign Up ideal for date amp time specific opportunities You specify how many volunteers you need and volunteers can simply sign up and commit to attend on that date and time The volunteer is automatically confirmed and receives a notifi
16. ncels and removes themselves anyone on the waiting list will be automatically notified and able to sign up to fill the open space Does this occur on a regular schedule Pias completo to folowing anc well guide you trough te aracess o creating a Voluntaer Cpeoruniy Volunteer opportunity Nama ead To Kes If you are just creating one occurrence for now of this volunteer opportunity answer NO to this question You will then be prompted to set the date and time the opportunity will take place If you want to schedule multiple occurrences i e a regular schedule where you wish to have sign ups every week for the next three months then answer YES If you answer yes you will be prompted to 2012 Oneor www On20C ong Posting a Volunteer Project on www OneOC org p 14 enter a Start Date and End Date for the opportunity itself how long will you be listing it on the site and prompted to create a recurrence before publishing the opportunity Specify the start date and time and the end date and time for a single occurrence Ploaco vamelel the fallowing and wel guise youttrough he process oforeating a Volunteer Opoortuniy Vokmtzer Onportunty Heme fest Primarioa os risen E oot Enen E Severin coorinaer fen Goreme 13 esate Poh Onc You will be reminded to add an opportunity description before publishing the opportunity as part of step 2 Click on the Create Volunteer Opportunity button to complete S
17. on keom A dropdown menu with all locations you have used for other volunteer opportunities will be visible here Select the location that is correct for this opportunity If the location is not already on the list you can create a new location record by clicking on Create Location If you create a new location a popup will appear on the right Please compat the towing and wel guide you trough the process of creating a Voluntoer pporuniye Volunteor Opportunity Namo Reade ae Primary impact Are _Chikren amp Youth Education TE Opportunity Coordinator SJ Croato Location country Save ancal Fill in all required fields 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 10 The location Name is the reference name for the location that will appear in your location dropdown menu in the future It will also be what is visible to volunteers when they review your project information Click on SAVE to save the location Doing so automatically selects and adds the location to the dropdown menu list Is your Opportunity a project or an activity Please complete he following and we guide you through the praca of eating Volunteer OnporuniYy Votuniur Opportunty Name aroma Primary pact Aran Chidren amp Youth Education a Create Location Project A volunteer opportunity where volunteers perform service for your organization You will be able to v
18. succeed Other Minimum Age Elease cometata in following and wall guie you through the procese crerostng a Volunteor Opportunity onnteesopparnay are fect Primary inpast Arce Ghidion amp Youth Eaucaion E company cooranator ar Romers Qj Location 1801 E Ar Stet Sate 100E Create Locaton Eest I senaauie type Non Minimum Age what is the youngest age where a volunteer could attend on their own If under 18 you can ask the volunteer to bring a completed parental consent form but the parent doesn t need to accompany him or her Minimum Age W adult to encourage family volunteering we d like you to set the youngest age where a minor could attend this volunteer opportunity while accompanied by an adult parent or guardian Schedule Type There are two kinds with very different characteristics date and time specific and to be scheduled Plaas complot th flowing and woti guido you trough the proceso croatng a Voluntar Opporiunity Voluntonr Opportunity Name FeaT En T Prmrary mpse aroa Criaren a vout tduesmon TE Opportunity Coonsinator Art Trout E Locator Youen Center E cmatLocaton sype kroa 15 Minimum Age fs o simu Age sat fa Seraun Type D x None Date Tire Spacie To Be Scheduled 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org p 12 Date and Time Specific This is intended as an opportunity where you need a certain number of vo
19. tep 1 If you have signed it to regular schedule to YES you will be prompted to just specify the start and end date in addition to reminding you to create a recurrence 2012 oneoc www OneOC org Posting a Volunteer Project on www OneOC org p 15 Please complete me Towing ana wett guise you mre e pra reg 8 Velumtest Dopa ny Veneer opportunity ane fa ranayingat vos tite amp Yooh Eien E ppetirity Conroe Pian Fares a Loenen 101E ah Sree Site MT Get oestn we 8 Pox 2 neuen noo ITE sane age ot say Ff pone CEE Aegatraton ipo m z Minimum Attendance O a atenten Beet es Afr tong is opti you should lckon tho inks meaty newracurenea vl need tad the Opportunity Deseraton bors fean be pubihe You will be reminded to add an opportunity description before publishing the opportunity but you have now completed everything required by the wizard Click on the Create Volunteer Opportunity button to complete the initial set up of your opportunity If you selected To Be Scheduled as the Schedule type you will have slightly different questions to answer elira oportniy ame est rimaryimpse ves Crren amp Youn Encan opportunity coordinator Blan Fore a Losmen SOTE ah Stow Ske orosta Locanon iw Prive T ffS senedule type To Be Scheduled gt seroxe 7352 z0eavi2 navne 20 eatz syehind rimes neoaea Suncay Aternoon iS Sunday Even For To Be Sch
20. you through using the wizard Give your Opportunity a descriptive name and select its primary impact area Note Pick a Volunteer Opportunity Name that is simply but descriptive enough to help solicited your volunteer opportunity 2012 Oneoc www One0C org Posting a Volunteer Project on www OneOC org ps Please complete me flowing and well guide you through the process of creating a Volunteer Opportunity votuniver opportunity Name Read wo Kus Primary mpact Arsa Children amp Youth Education 1E portunity Coordinator SSS Location None F Create Location METE The impact area will be used in searches on the site Use the Magnifying Glass to find the Opportunity Coordinator and click on the hyperlink next to their name to populate the field The Opportunity Coordinator is the person who will be in charge of managing volunteers for this project The coordinator will receive emails mentioning volunteer signups and removals and the coordinator will be listed on the public site as the contact for this opportunity Please complate the following and welll guide yau through the process af crating a Volunteer Opportunity Yotuntoor Opportunity Name Read vo Kids Primary impact Area Children amp Youth Education ES Opportunity Coorcinator Location None TH Create Location Lookup n C Ea You cen use asa wildcard next io other characters to mprove your search results Recently Viewed Conta
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