To match a volunteer skill to a requested skill by a Job/Client, e.g., volunteer shoppers with clients requesting shoppers, use the Skills feature. This is easy but may require some setup if you have not used Skills before. You can select up to 3 skills in Jobs/Clients and an unlimited number of skills for volunteers. Then use the Match button in either section to identify volunteers who have the same skill(s) as those requested by jobs. Both sections share the same skills list, to which you can add new skills.
Skills Requested in Jobs/Clients
In the Jobs/Clients section which skills (up to three) does this job require of its volunteers? These are from the same skills bank that is used when noting all skills that a volunteer possesses or is interested in doing. The Volunteer Reporter uses this information to help you try to match qualified volunteers with jobs requesting specific skills. Here we tell the Volunteer Reporter which skills a job needs, while in the Match section we prepare the matchup between volunteers and jobs.
In the Jobs/Clients section on the Info tab, choose the Skills Requested. Click Edit | Click on Skills Requested 1 | Select a skill on the list. Repeat if the Job/Client requests more skills.
Jobs/Clients Volunteer section | Info tab| Edit | Skills Requested 1 | Highlight a Skill | OK.
In the Volunteer section on the Skills/Groups tab, select This Person’s Skills. Click Edit | Highlight an Available Skill | Click Add One.
Add the Skill to a Volunteer’s Record
In order to see the new Skills value and add it to a volunteer’s record you will have to close and reopen Volunteers if it was open when you added the value.
- Open a volunteer’s record
- Skills/Groups tab
- Click the Edit button
- Select a skill from the Available Skills window on the left
- Click Add One
- The Skill will be listed in This Person’s Skills on the right
In this way the Reporter uses this skills bank information to help you try to match qualified volunteers with jobs requesting specific skills or schedules.
Groups/Skills Tab – add Value
Add a Skill – Reference Codes
If your desired skill is not on the list, you will add the skill to the skills list in Reference Codes.
- Click the Reference Codes menu
- Volunteer Codes
- Type the name of the skill, e.g., Shoppers
We have a Skills Report which should work for you. It gives the skill name, the volunteer’s name, phone numbers and email address. You can run the report as-is and fast forward to the skills of interest, or make a filter on specific skills.
Reports | Volunteer Reports | Volunteer Skills
To make a filter on a particular skill, open Filters in the top menu bar.
- Add Filter | name it for the skill | Save
- Volunteer Limits tab | scroll way down to Skills 1 | highlight it | Edit Limitation
- Select the skill(s) you want by clicking on a skill to get a >> beside it.
To run the Volunteer Skills report for only those skills, select the new filter.