As of May 2024
User guide information for latest volunteering updates on Catalyser
1. Company Admin
1.1 Easier volunteering navigation from the volunteer dashboard
On the volunteering dashboard, admins have been provided with an actions menu associated with each volunteering session. The actions menu allows admins to quickly:
Edit an opportunity - click the pencil icon next to a session to access the edit opportunity page
View an opportunity as an employee - click the eye icon to see the opportunity detail page
1.2 Further session details present on the Admin volunteer registrations page
Displays minimum and maximum volunteers required as a reference point
References to the team leader will be displayed after the session has concluded.
1.3 Greater volunteering marketplace session visibility
All sessions will be visible on the marketplace unless the event they are associated with has ended or the events' visibility is adjusted. This means there will be more options visible on the marketplace.
2. Team Leaders
Additional functionality available to on the team leader attendance management page
2.1 Easier access to the attendance management page
From the volunteering marketplace, choose a volunteering opportunity
On the volunteering opportunity page, you will now see an view all attendees link
Click on this link to access the attendance management page
This page will now also be accessible to employees, however they will be able to perform limited functions.
2.2 Additional features on the attendance management page
Additional functions available on the attendance management page include:
Export registrations list to a csv/excel file
Add volunteers
Cancel volunteers (individually and in bulk)
2.2.1 Export registrations list to an a csv/excel file
On the attendance management page, select the export button to download a copy of all registrations. The export will contain registered users only.
2.2.2 Add volunteer registrations
Adding volunteers will be available by the ‘Add volunteer’ button on the attendance management page. Employees will be able to access and use this add volunteer button until registration deadline is reached or the day of the session has arrived. (standard waitlist rules continue to apply.)
Team leaders will continue to have access to the add volunteer button on the day of the session. They can add volunteers on the day of the session regardless of the session maximum volunteer limit.
2.2.3 Cancel volunteers (individually and in bulk)
From the attendance management page, a team leader can select the cancel link text next to a registration record to cancel and individual registration.
To cancel in bulk, select the check box next to multiple names and choose the cancel button at the top of the page to cancel the registration.
Important notes-
Team leaders will be able to cancel any registration record for the teams they manage up until the start time of the session. Once a session has started then the record cannot be cancelled. If the volunteer doesn’t show they should be marked as absent.
Employees will have access to the attendance management page as well. However they will only be able to cancel registrations that they have made either for themself or on behalf of others. They will be able to cancel up until the day of the volunteering session. Should they need to cancel on the day of the session, they will need to contact the team leader to inform them.
2.3 Extended period for marking attendance
Marking attendance will be available to the team leader from the voluneering session start date. They will have 24 hours after the session concludes to mark attendance manually. After 24hours, the Catalyser system will auto-mark any unmarked registrations to attended. Team leaders can modify this attendance status (between attended and absent) any time after the event by accessing the attendance management page.
3. Employees
3.1 Allow employees to manage users they have registered
Employees that have completed a registration on behalf of others can continue to manage the volunteer registration. When they access the attendance management page, they will be able to see the other employees and public members they have registered. On this page they will be able to add volunteers and cancel users they have registered.
3.2 Clearer volunteer availability and feature callouts on marketplace sessions
Session cards have been updated to more clearly display when the session is full, the number of places available and the number of people currently on the waitlist. The session card also display the category associated with the volunteering, which is configurable by the company admin and can be used to highlight volunteering callouts to employees like ‘team volunteering' or ‘remote.'
3.3 Filter by causes in the volunteer marketplace
A Cause area filter has been added to marketplace, allowing employees to find volunteering in cause areas they’d like to support.
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