Creating a new volunteering opportunity
Company Admin > Volunteering > Manage Volunteering
To start here, you need to be Company Administrator, click on Switch View at the top in the header. Select Company Admin from the drop down menu.
Before begin the steps below, select the Event you want your activities to be set and managed under. If you want to create and event , go to https://catalyser.atlassian.net/wiki/spaces/CUGCA/pages/617742353 . Then click the Opportunities button for that event.
How to Create an Opportunity
With a charity template is an opportunity page with pre-loaded content and requirements. It can be a helpful resource to quickly load up an opportunity for your program. This option is provided by the charity only. If there is no options available, go to without a template option.
We highly recommend that you contact the charity if you need the volunteering requirements to launch the activity.
Without a template is a blank opportunity page is our standard layout that you will need to fill out and save to create an activity for your employees.
Manually creating a Volunteering opportunity (individual)
You will be redirected to the list of opportunities under the Event, click the Actions button and select one of the two options to create an opportunity.
Select a Charity by clicking the field below and scrolling through the options in the drop down menu. If you don’t see the charity you are supporting remember to email us.
Enter the name in Opportunity Details, this will be visible in the marketplace on the tiles and opportunity page. We recommend you use keywords that can be used to search by your employees. Remember you can always edit it later.
Enter the Contact Name of the person will be the main point of contact for your employees. You will be able to add the email address and the phone number of that person after you have saved the details
Enter Office Location if required. When it is left blank then it will be visible to all offices.
Select Timezone where the Opportunity will take place.
Select Registration Deadline Date if you require one dedicated to this opportunity.
Then click Next.
Tip: Keep this step simple by creating your first session as one-off. You can always update sessions in the next step in Edit Preview Mode.
How do I create a multi-session opportunity?
If you have a set schedule for your multi-session opportunity eg every two weeks
Select the fortnightly option in frequency and the number of days that the event will be on.
Opportunity in Edit Preview Mode
You have the ability to refine, review and edit or add more details to the opportunity page here.
The left side of the screen displays the fields for you to edit, update and finalise your opportunity page. The right side of the screen previews your edits to help you review what the employees see on the live opportunity page.
To help you navigate the Edit Preview Mode, start by
Step 1. Editing the Opportunity name, the description and requirements
The opportunity name and short description information will be displayed in both
the marketplace tile
and opportunity page.
The Description field gives you more space to go into detail of the opportunity, we’ve provided you with the ability to format your description to best deliver the information to your employees.
However, remember we’ve provided you with a section called Additional Requirements below that gives you the ability to highlight key requirements for the opportunity.
Step 2. Set up rewards callout panel
Add reward call-out messages to further incentivize employee registrations. There is a bonus call-out area within the opportunity detail page to capture employee attention. Use this call out to encourage employees to sign-up for all sessions or even relay important messages to the volunteers.
Here’s some examples:
Once saved the call-out will appear in the opportunity detail page, for employees to see when they select the opportunity from the volunteering marketplace.
Step 3. Contact Details
Your opportunity may be run by a dedicated program administrator. You can add up to five (5) contact details here. A minimum requirement is one (1). Click Add Contact to add and click save after the details have been added. Click on the field
Step 4. Opportunity Location
Is where your opportunity will take place. These details will display in the opportunity details page.
Step 5. External Registration and Requirements
External Opportunity ID field is there to help you to identify and manage your opportunities easily on the platform.
External registration URL is provided if there are additional registration requirements for the user to complete off platform. When you add a URL link in this field, at the end of the user registration flow your employees will be automatically redirected to this URL.
External Requirements
Your opportunity may require Working With Children (WWC) or Police checks.
Tick the relevant box and it will be added to your Requirements & Commitments in your Opportunity page. A icon will appear next to the bullet point. An employee can click on it and a pop up window will appear with the relevant states and territories information. A link is provided for each state or territory.
Step 6. Scheduling details
Timezone: It is important to set a timezone as your opportunity session dates and times will be displayed in the timezone you set. The default timezone is displayed here unless you select edit it.
The default timezone is the one you set in the Volunteering Event.
Registration deadline (optional) If your opportunity has a specific registration deadline you can update the field here otherwise the event registration deadline will be set as default.
Offices that will see this opportunity on their marketplace
If you leave this field blank then it will default to ALL, this means this opportunity is visible to all Office locations in your company.
For example, if you only select Sydney and Melbourne this opportunity will only be visible to the Sydney and Melbourne offices. Any employees set to these two location can only see this opportunity in the marketplace.
Step 7. Dates and Times
Your first session you created will be visible here, to add more sessions, click the add button.
A pop up window will appear Add Volunteering Dates. The default frequency is One-off.
If your opportunity repeats every week, fortnightly or monthly you can change the frequency. The details you enter will be auto generated to the number of occurrences you set here and will repeat the volunteer numbers, Start/End Time.
Step 8. Email Communication and Messaging
Volunteering Appreciation Message
If you would like to tailor your message to display on the Registration Confirmation page during the registration flow.
For example, you are running a dedicated volunteering day and have a specific message you can use this field here and it will be displayed to your employees.
Email Message
If you have a specific message you would like to add to your email notifications use the Email Message field.
If you have set up an Auto-reminder for upcoming opportunities you can configure how many days you would like to set up this auto-reminder.
This specific email template is Volunteer Auto-reminder (Volunteering and Pro Bono).
If you have set up a team leader for this opportunity, you can also send an auto-reminder to team leaders after an opportunity to provide further feedback to participants.
Workplace by Facebook sharing (add on feature)
If you would like to display specific details in your Workplace sharing use the fields provided.
To understand how Workplace by Facebook sharing works, click here.
When you have completed the above process remember to click Save!
If you would like to use the Bulk Upload Opportunities instead to click here.