How to Edit Shifts as a Site Manager

Created by Brittany Crow, Modified on Thu, Sep 19 at 1:22 PM by Brittany Crow

 Heads up! This article is intended for Site Managers. If you're an Agency Manager, click here


Do you need to add, delete, or edit shifts for your volunteer Needs? You can make those edits from the Needs area of your site! Here we cover: 


How to edit shifts as a Site Manager

To get started: 

1. Go to Volunteerism > Needs

2. Click the Need that has Custom or Recurring Shifts assigned. 

3. Click the Edit Shifts tab and start editing! 

  • Here is where you can: 
    • Delete shifts in bulk or individually 
    • Edit shifts in bulk or individually 
    • Add shifts 
    • Schedule volunteers for shifts 


How to delete shifts 

How to delete individual shifts

1. Go to Volunteerism > Needs

2. Select the Need with Custom or Recurring Shifts assigned. 

3. Click the Edit Shifts tab. 

4. Select the (X) icon under the Options column for the shift you want to delete. 

  • If the Need has responses, a popup appears to confirm you selection. 
  • We recommend reaching out to the volunteers that responded to update them of this change. 


How to delete shifts in bulk

1. Go to Volunteerism > Needs

2. Select the Need with Custom or Recurring Shifts assigned. 

3. Click the Edit Shifts tab.

4. Check the boxes beside each shift you want to delete and click Delete Selected Shifts

✏️ Quick tip: You can check the box beside the Shift Begins column to select all. Opting to delete all selected shifts only deletes all of the shifts listed on that page, but you can repeat the process as many times as needed. 


How to edit shifts

How to edit individual shifts

1. Go to Volunteerism > Needs

2. Select the Need with Custom or Recurring Shifts assigned. 

3. Click the Edit Shifts tab.

4. Click the pencil icon under the Options column for the shift you want to edit. 

5. Complete the Edit Shifts form and click Submit Shift when you're done! 

Best practice: We recommend checking the box beside Notify respondents of this update? before you click Submit Shift, especially if the shift already has responses submitted to it. 

 

How to edit shifts in bulk

1. Go to Volunteerism > Needs

2. Select the Need with Custom or Recurring Shifts assigned. 

3. Click the Edit Shifts tab.

4. Check the boxes beside each shift you want to edit and click Edit Selected Shifts

✏️ Quick tips: 

  • You can check the box beside the Shift Begins column to select all. 
  • Want to remove a shift from the Selected shifts to be edited? Just click the (X) by it! 

5. Check the box beside the detail you want to edit for those shifts and click Update Shifts when you're ready! 

Best practice: We recommend checking the box beside Notify respondents of this update? before you click Update Shifts, especially if the shift already has responses submitted to it. 


How to add shifts

1. Go to Volunteerism > Needs

2. Select the Need with Custom or Recurring Shifts assigned. 

3. Click the Edit Shifts tab.

4. Click Add Shifts

5. Complete the Add Shifts form and click Save Updates to Shifts when you're done! 

So you know: You can add shifts a maximum of 13 months in advance; however, we recommend only scheduling shifts out 3-6 months in advance. If you schedule them out 3-6 months in advance, it improves the volunteer experience and helps limit any future scheduling conflicts. 


How to schedule volunteers for shifts

1. Go to Volunteerism > Needs

2. Select the Need with Custom or Recurring Shifts assigned. 

3. Click the Edit Shifts tab.

4. Check the boxes for the shifts you want to schedule volunteers for and click Schedule Volunteers For Shifts

✏️ Quick tip: You can check the box beside the Shift Begins column to select all. 

5. Search for the volunteers you want to schedule by email, name, or category. 

6. Select the users and click Add To List

7. You can add more volunteers or even message the selected users. 

8. Click Schedule These Volunteers when you're ready! 

Best practice: We recommend checking the box beside Send confirmation to these volunteers before you click Schedule These Volunteers