Stipends | Stipend Reporting
Sometimes volunteers serve with a particular person instead of at a job. We have modified Jobs in order to accommodate volunteers serving with individual clients. You can track a client’s name, address, birthday, age, sex and several other items specific to Foster Grandparent and Senior Companion programs. Hospices and other organizations also use clients as Jobs in the Reporter.
To Add a Client
These screens are from Reporter v6.0 and earlier. In v6.1 the dates and codes tabs in Stations and Jobs/Clients sections became consolidated on the Stations Profile and Jobs/Clients Profile. The procedure below is similar, nonetheless, but looks a bit different in v6.1. The Stations and Jobs/Clients Profile screens function similar to the Volunteer Profile.
In Stations choose the station to which the recipient of services will be attached.
Click the Jobs button
Click Add. Click NO, “Do you want to copy details from this station?” The clients address and contacts are often different than the station’s.
Check “This is an individual client” (as of v.5.7). At that point the Job Name field disappears and you can enter the client’s name.
Attend to the starting date on the Info tab. The client’s starting date has to be the same or earlier than hours that will be entered from a volunteer who works with that client. The Reporter’s suggestion of today’s date may not be appropriate in each case.
Check if this is a stipened job and verify the stipend amount. This amount fills from the setting in Preferences, but can be edited per client/job.
The Client tab provides more client particulars as well as some data pertinent to Senior Corp programs.
Click OK to save the new client and close.
Add a Placement to Assign a Volunteer to a Client
Open Placements from the middle of the main menu or from the icon.
Click the Add button to add a new placement.
 Select the Volunteer;  Select the Client;  Enter a Started date.
You can use the speed button to add today’s date, or back date if already-served hours are waiting to be entered. Keep in mind the client/job’s starting date.
Clicking Close saves the placement. A Saved message flashes by.
Now the volunteer’s hours can be submitted for service to this client.
Stipends for Volunteers
You can choose to pay a stipend to some or all of your volunteers for their volunteer service. Stipends are calculated automatically when entering hours although you can change the amount. In order for a stipend to be calculated, the volunteer must be checked as being a stipend volunteer and the job must be checked as being a stipend job with a default stipend amount for each job. This enables you to restrict stipends to only some volunteers at some jobs. You can also set an overall default stipend in Preferences.
File menu | Preferences | General tab
Reporting Stipends for Volunteers
On Hours Served reports, you can choose to include or exclude stipends, reimbursements, and in-kinds columns.
The Hours Served, Summary by Volunteer report totals each volunteer’s stipend amounts
The Hours Served, Detail by Volunteer report lists each volunteer’s stipend amounts for each job. It does not total individual volunteers’ stipends, but gives a total for all stipends in the period.
Revised 06/21/2013 14:22:30