The Volaby team have been working super hard to bring you our latest Volaby Release - one of the most highly demanded features ever!
Challenges we have addressed:
Managers want to be able to by-pass the onboarding workflow for new volunteers by adding them in themselves from their account.
Organisations who want to import their volunteers straight into the system, that includes all their existing volunteer hours on their profiles.
Staff would like to be on the system and don't need to complete all volunteer tasks in the application process.
Our new CSV volunteer upload tool that uploads up to 200 volunteer profiles at a time, using 4 simple steps!
Check out the steps below:
Visit the Volunteers page
Change to the Import Volunteers tab
Click the "Import Your Volunteers" button
Download the example CSV
Either copy the format or save this and add your information into this template
Click the Upload File box to add the file from your computer
Upload, add any message you would like and agree to the disclaimer
The next screen will see that you add the necessary information and confirm the correct titles for your columns
This first release will allow only core volunteer data to be uploaded such that their profile can exist, they can login and receive SMS/email notifications. This include:
Phone Number (make sure to include area code - e.g. Australia starts with +61)
Program (set by you)
Date of Birth (DOB)
Additional Volunteer Hours (for their profile)
Date created (for history reference)
More additions to this are expected as we develop this feature in the future, and is expected to include the ability to upload customised fields from your onboarding workflow and configured profile (For example, if you ask for their "emergency contact details" or perhaps their "shirt size", etc.)
The ability for bulk upload of attachments is not yet set for the future given the complexity of this type of functionality.
Finally, here is an example of the email sent to volunteers who are uploaded to your system: