Assigning Job Codes

When logging hours for volunteer activity, you can assign their time to specific job (or project) codes. The assignments can be assigned to an event shift, or can be assigned when volunteer hours are logged for unscheduled activities.

 

Assigning Job Codes to Event Shifts

Assigning job codes to event shifts is a convenient way to capture job/project codes for all volunteers assigned to a shift.

In this example, Sally the Intern is managing the volunteers who work at Go Freedonia's museum (Freedonia: the Land, the People, the Culture).

Sally begins by creating an event that represents the museum's volunteer assignments for the month of June.

Job codes

She creates the event.

Job codes

Since the museum is open Monday-Saturday, Sally creates the event for these days in June:

Job codes

Next she reviews the first date associated with this event:

Job codes

... and creates her first volunteer shift:

Job codes

The museum has the following volunteer positions:

  • greeters
  • tour guides
  • gift shop helpers
  • parking lot attendants

Sally creates a volunteer shift for greeters. Note that she specifies a job code when creating the shift.

Job codes

After creating the shift, we see that the job code "5030 - Greeter" is associated with the shift. 

Job codes

Now Sally assignes volunteers to this shift:

Job codes

Job codes

After the day has passed, Sally logs the actual hours worked by her volunteers. The hours will automatically be associated with the job code "5030 - Greeters".

Job codes

Job codes

Each day the museum is open, a greeter shift will be needed. Sally uses the clone feature to copy the shift to the other days in June:

Job codes

She select all the days in June:

Job codes

Note that the job codes have been cloned as well:

Job codes

Sally continues the process for the other volunteer positions. She now adds the shift for the gift shop:

Job codes

Here we see all the morning shifts and their associated job codes:

Job codes

 

Setting Job Codes for Unscheduled Volunteer Activity

You can also assign job codes for volunteers who participate in unscheduled activities. Let's say that Betty Apple popped in one day and offered to fill in as a greeter.

To log her hours, Sally goes to Betty's volunteer record:

Job codes

... and clicks the link to add her volunteer hours:

Job codes

On the form to record her hours, Sally selects the appropriate job code:

Job codes

We see the job code on Betty's unscheduled volunteer log:

Job codes