How to Add a Volunteer to Your Program

  1. In the navigation bar, select Students & Volunteers to open the Students & Volunteers page.
  2. In the Terms list, select the desired term.
  3. Select the Volunteers tab.
  4. In the upper-right corner, click  to open the Add Students and Volunteers window.
  5. Find the name of the volunteer you want to add. To do this, complete the following:
    1. Select the Individual tab to search for the volunteer's name or the Family tab to search for their family's name.
    2. In the Search by Name field, type a few letters in the first or last name.
    3. In the displayed list select the student's or family's name. Only individuals in the Member List or Family List in Family Directory are available for you to select.
  6. If you want the search results to include inactive members, select the Show Inactive Members checkbox.
  7. Complete these fields for each individual you want to add:
    • Session: if the class is in a term that has sessions defined for it, select the session in which the class is held. 
    • Volunteer: make sure the Volunteer option is selected.
    • Class: (optional) if you assigning the volunteer to a class, select the desired class.
    • Volunteer Role: select the role the volunteer is assigned to.
    • Enrollment Date: this field defaults to today's date. If desired, change the date.
  8. Click  to add the volunteer.
  1. Click  to exit the Add Students and Volunteers window and return to the Volunteers tab.

 

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