Scheduling, Part 1 WELCOME Today’s Learning
Description: Scheduling, Part 1 WELCOME 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
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slide1. Scheduling, Part 1 WELCOME<br>
slide2. 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<br>
slide3. 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<br>
slide4. Opportunity Scheduling<br>
slide6. Monthly Calendar<br>
slide7. Slot Summary<br>
slide8. Opportunity List<br>
slide9. Volunteer List<br>
slide10. Putting It Together<br>
slide11. Schedule Slot Profile<br>
slide12. Location Information<br>
slide13. Slot Repetition<br>
slide14. Instances: Single vs. Multiple<br>
slide15. Requests and Assignments<br>
slide16. 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<br>
slide17. Saving Slot Profiles<br>
slide18. Web Site View “Sign Up” Opportunity
“Sign Up for Slot” Schedule Slot + Opportunity<br>
slide19. 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<br>
slide20. 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<br>
slide21. Thank You Start this module again CONGRATULATIONS!<br>
slide2. 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<br>
slide3. 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<br>
slide4. Opportunity Scheduling<br>
slide6. Monthly Calendar<br>
slide7. Slot Summary<br>
slide8. Opportunity List<br>
slide9. Volunteer List<br>
slide10. Putting It Together<br>
slide11. Schedule Slot Profile<br>
slide12. Location Information<br>
slide13. Slot Repetition<br>
slide14. Instances: Single vs. Multiple<br>
slide15. Requests and Assignments<br>
slide16. 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<br>
slide17. Saving Slot Profiles<br>
slide18. Web Site View “Sign Up” Opportunity
“Sign Up for Slot” Schedule Slot + Opportunity<br>
slide19. 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<br>
slide20. 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<br>
slide21. Thank You Start this module again CONGRATULATIONS!<br>