The volunteer database by default will show you all active volunteers, and allow you to filter by every If you would like to add anything to your volunteer onboarding set up, see our article here.
Name: (Preferred name, last name) or (first name, last name) if there is no preferred name
Email: the email associated the volunteer’s account on Volaby. All relevant Volaby emails will be sent to the email address
Phone: the volunteer’s phone number
Programs: all the programs that the volunteer is currently enrolled in. Volunteers can belong to one or more than one programs.
Privilege Level: what permission do they have in Volaby
Statuses: a way of understanding what your volunteers have completed in Volaby
Created: when their application was approved in Volaby by a manager
Comments: a space for you to leave comments pertaining to the volunteer only visible to Program Managers (of programs the volunteer is enrolled in) and Admins
Show: where you can switch your view between Active, Retired and Flagged & Exited volunteers
Columns: in the Filter table you can select which of the above default columns to focus on (this might be really helpful for auditing)
Impact: drop down this menu to see more views of your volunteers' individual contribution to the organisation
Tasks: see at a glance the submissions of the volunteers' onboarding (a really good way to see expiry dates of qualifications at a glance)
Volunteer states refer to their activeness in Volaby actioned by a manager. You can use the Status column to see their last action in Volaby, but to change their state, you will need to action this.
Active: currently that volunteer can log in and show availabilities to be rostered/reported on
Retired: this volunteer will not be able to log in until reactivated by an admin (reverse the below actioning steps to achieve this)
Flagged & Exited: this volunteer has been exited from your organisation and therefore flagged against attempting to log back in or re-apply. N.B: Flagging & Exiting is an action that CANNOT be undone.
Please note: Volunteers will not be notified by email or SMS when they are either 'Flagged and Exited' or 'Retired' in Volaby.
Actioning the States
Click on the volunteer who's state you would like to change
Click on the 3 horizontal dots in the top right corner
Click the new state of choice
N.B: Flagging & Exiting is an action that CANNOT be undone.
Can't retire a volunteer? Here's why.
The error message "Unable to retire volunteer" appears when the volunteer you are attempting to retire is no longer a part of a program. If this error occurs, please add the volunteer back into a program, and retire them.
Decide whether you would like a CSV of your active volunteers, or your whole database.
Active Volunteers List is the default list
Hit the cloud icon to download the list into your downloads folder
Click on Active Volunteers to bring up the dropdown options and click onto All Volunteers this will bring up a list of your volunteers Active, Retired and Flagged & Exited volunteers
There are quite a few filtering options available to you to export General Volunteer Data (email address, contact number, etc) Impact = volunteer contributions at an individual level Tasks = what they each submitted at the time of their onboarding
Depending on what you need to export, use the above filters and their toggles to visualise the data
Once visualised, export using the Cloud icon. This will export the file to a CSV which can be imported to a spreadsheet or reporting system of your choosing.
Hint: Use the Columns icon to collapse or view certain columns which may help your view.