The Corporate Leader Portal: A Guide for Corporate Leaders

Created by Brittany Crow, Modified on Tue, Oct 17, 2023 at 8:00 AM by Brittany Crow

❖ Heads up! This article is intended for CLM Leaders. If you're a site manager looking for more information about CLM, click here.

Have you been assigned as a Corporate Leader and want to know more about the feature and your role? Here we cover:

The Corporate Leader Module (CLM)
- What's my role?
How to access the Corporate Leader Portal

ⓘ So you know: Not all sites have the Corporate Leader Module (CLM) available. If you have been assigned as a Corporate Leader but don't see the Corporate Leader Portal on your profile, please reach out to your agency or site manager for help.

The Corporate Leader Module (CLM)

The Corporate Leader Module (CLM) is a feature for companies who value volunteerism as a part of their corporate mission. This feature is great for corporate leaders wanting to:

Create volunteer Needs specific to their employees
Track employee volunteerism individually and as a group
Review stats for the CLM user group—e.g., number of members, number of hours, etc.
Access and manage the CLM user group roster, which includes capabilities like:
- Exporting the roster to a CSV file
- Accessing the join link to copy and share with potential new members
- Adding and removing members from the group
- Viewing the user group resume

When a site has the CLM feature enabled, the site manager can create a CLM user group to achieve these corporate volunteerism goals. The site manager then assigns a CLM Leader to help manage and oversee that group.

What's my role?

As a CLM Leader, you play an important role in ensuring the CLM user group meets the goals set by the site manager. Your role is to help oversee and manage the CLM user group, including:

Managing rosters
Adding responses and hours on behalf of group members
Monitoring the group's stats
Creating volunteer Needs for group members to participate in, and more

How to access the Corporate Leader Portal

If you've been assigned as a CLM Leader, then you can find the link to the Corporate Leader Portal from your profile. Only CLM Leaders have access to this portal.

1. Click on your profile from the top menu bar.

2. Select Corporate Leader Portal.

The Leader Portal

When you access the Leader Portal, you can view a quick snapshot of your CLM user group's stats. This includes:

How many members are in the group and the number of hours submitted to the group
The hour goal set for the group and the percentage reached for that goal
The join link that you can copy and share with potential new members

Roster

With the Roster tab you can:

Review your group's roster

1. Click the Roster tab.

2. Select your CLM user group from the dropdown.

3. Click Go.

Here, you can review important CLM user group member data, including:
- Name and email address
- Number of submitted hours and Need responses per member
- The date the member was added and their status

Add new members

1. Enter a valid email address in the field beside the Add New Member button.

The user must have a registered email address on the site for you to add them.

2. Click Add New Member.

3. A popup appears confirming that you've successfully added the new member.

If the email address isn't associated with an active account on the site, then an error message pops up instead

Remove members

If you need to remove a member for any reason, you can right from the Roster tab:

1. Select your CLM user group from the dropdown menu.

2. Click Go.

3. Find the member you want to remove and scroll all the way to the right on the table.

4. Click the X under the Options column for that member.

5. A popup appears asking you to confirm your selection.

Select Yes to confirm or No to cancel.

Export member list

Want to export a list of your CLM user group members to a CSV file? You can from the Roster tab:

1. Select your CLM user group from the dropdown menu.

2. Click Go.

3. Click Export Members.

This automatically downloads a CSV file of your members list.

✏️ Quick tip: Looking for your download? It saves the file as User Group Members Export [Date downloaded]:

View the CLM user group resume

You can access the CLM user group resume from the Roster tab:

1. Select your CLM user group from the dropdown menu.

2. Click Go.

3. Click view Resume.

Copy join link

Would you like to share a join link with potential new members? You can copy it from the Roster tab and share it as applicable.

1. Select your CLM user group from the dropdown menu.

2. Click Go.

3. Click Copy Join Link.

You can now share that join link by pasting it into an email, newsletters, social media posts, etc.

User Info

On the User Info tab you can find more details about individual user group members, like:

Need response data, which can be exported to a CSV
Hours, which can be exported to a CSV

How to review individual Need responses

1. Go to the User Info tab.

2. Enter the member's name or email address in the User Lookup field.

3. Select the member from the dropdown menu.

4. Click Responses beside Information.

Information about the member's Need responses appears in the table, including:
- The title of the Need and name of the associated agency and user group
- The date they responded to the Need

ⓘ So you know: You can edit Need responses, add hours to Need responses, or remove them from here. The steps are the same here as they are under the main Responses tab.

How to export individual Need responses

1. Go to User Info > lookup the member in the User Lookup field > Responses.

2. Click Export Responses.

Those responses are downloaded to a CSV file.

How to review individual hours

1. Go to the User Info tab.

2. Enter the member's name or email address in the User Lookup field.

3. Select the member from the dropdown menu.

4. Click Hours beside Information.

5. Information about the member's submitted hours appears in the table, including:

The title of the Need and name of the associated user group
The number of hours and hours status
Answers to Reflection Questions

How to export individual hours

1. Go to User Info > lookup the member in the User Lookup field > Hours.

2. Click Export Hours.

Those hours are downloaded to a CSV file.

Needs

With the Needs tab, you can:

Review and edit a list of assigned volunteer Needs and shifts
Export volunteer Needs to a CSV
Add new Needs for the user group
Deactivate a volunteer Need

How to review Needs

You can review a list of current volunteer Needs for a user group:

1. Go to the Needs tab.

2. Select the user group with the dropdown and click Go.

Now you can see the Need title and the agency it's associated with.
This is also where you can edit a Need.

How to add Needs

You can also create new volunteer Needs for the members in your CLM user group:

1. Go to the Needs tab.

2. Click Add New Need.

3. Complete the Add Need form and click Create Need to finish.

ⓘ So you know: An agency must be associated to the CLM user group before you can create new Needs. If you don't have permission to create new Needs, contact your site manager for assistance. Only site managers can associate agencies to your CLM user group.

Filling out the Add Need form

You can customize your volunteer Need with plenty of detail, especially with the various fields on the form and the Description field. Keep in mind that how your volunteers interact with your volunteer Needs depends on how you set them up on this form.

1. Start by giving your volunteer Need a Title.

It's a good idea to keep the title relevant to the volunteer Need—and it doesn't hurt if they're a little catchy or punny too!

2. Fill out the Description field with the Text Editor.

You can change the font size and color, add photos, insert links, and more!
The Description field is a great place to add any additional details not covered by the fields on the form.

3. Select the Privacy settings.

Public: Select Public if you're ready to share it with your community.
Private: Select Private if you want to only share it with the members of the user group you assign to it or if you aren't ready to share it publicly.

4. Select an Initiative, if applicable.

Volunteers can search for the Need by Initiatives, if applicable.

5. Select the Agency you wish to associate the volunteer Need to.

Volunteers can search for the Need by agency.

6. Select the User Group(s) you wish to associate the Need to.

This is especially helpful if you plan to set the Privacy to Private and want to only share the volunteer Need with the members in that group.

7. Decide on a Duration for the Need.

Different fields appear for you to customize the date and time of the Need depending on which Duration type you select.

Is Ongoing: Use this duration type when you have tasks that require volunteers to complete on a regular basis with no set end date.
- For example, maybe you have ongoing clerical duties around the office.
- These Needs usually require volunteers to contribute on a regular basis and either are ongoing with no end date until you decide to close it or the tasks are complete.
Runs Until: Use this duration type when you have Needs that are ongoing but do have a set end date.
- For example, maybe you require volunteers to help keep a local park's garden weeded through the summer months.
- These tasks are ongoing but you know when they end.
Happens On: This duration type is best for Needs that are scheduled for a specific date, or the day it "happens on".
- Use this one for special Needs that happen on a specific date.
- These Needs are usually one-time events that don't require special shifts.
- Example: We need 50 volunteers to help clean up the gardens around Chapel Hill on Saturday, October 8, 2022!
Multi-date: This duration type is best for Needs that happen on multiple dates.
- Use this duration type if you have a Need happening over several days.
- This is great for Needs close to the holidays or when you have a Need that isn't a recurring event but occurs on more than one day.
- Example: Our annual Spooky-Bash starts October 29th and lasts through Halloween! We need volunteers to help collect tickets, set up and breakdown, and more!
Custom Shifts: This duration type is great for Needs with scheduled shifts—especially if those shifts are at different times on the same day or different days.
- Use this duration type when you have a Need that requires special shifts that aren't recurring.
- Example: Are you ready to help the Farm? We need farmstand volunteers to hand out food on Friday, October 7th from 8 am - 5 pm.
Recurring Shifts: This duration type is best for Needs with scheduled shifts that are recurring—daily, weekly, or monthly.
- Use this duration type when you have a Need that requires special shifts that are recurring.
- Example: Our clinic is growing! We need volunteers every Monday, Wednesday, and Friday from 10 am - 2 pm to help distribute clean linens!

Duration Type	Examples
Is Ongoing	We need help around the office! Come organize our files and help us get our records straight.
Runs Until	We're looking for friends who aren't afraid to get their hands "dirt"-y! Come pull weeds for us from May 1st to September 1st.
Happens On	We need 20 volunteers to stuff back-to-school backpacks on August 1, 2023!
Multi-date	Our Secret Santa Workshop needs some helpers on December 15th, 16th, and 17th!
Custom Shifts	Tutors needed for 2.5-hour shifts at Hopeful Heart Elementary School's Writing Lab on Tuesday, March 5th from 8 am - 3 pm.
Recurring Shifts	Happy Paws and Claws needs Dog Walkers on Mondays, Wednesdays, and Fridays from 8 am - 12 pm.

8. Set the Capacity—or how many volunteers are expected and needed to fill the Need.

This is available for all Duration types except Is Ongoing.

9. Establish the Hours and Hours Description.

Hours: How many hours the volunteers are expected to volunteer.
Hours Description: The time of day the volunteer Need takes place.

10. If you want to require a background check for the volunteer Need, please click Click here to get started to learn more.

11. If you want to allow teams to sign up to volunteer together for the Need, then check Yes beside Allow Team Registration.

If you don't want to allow teams to sign up, check No.

12. You can choose to include a Qualification for the Need.

Depending on how the qualification is set up, the volunteer may have to submit a response to it before they can interact with the Need.
Site managers create and manage qualifications for their site.
- Be sure to reach out to your agency or site manager if you have any questions about qualifications.

13. Continue personalizing the Need with the next fields:

Minimum and Maximum Ages: You can set age restrictions to help keep your organization and volunteers safe and compliant with any safety regulations.
Family Friendly?: Is the Need family friendly or should volunteers find childcare before participating?
- Check Yes if it's a Need the whole family can take part in or No to let your volunteers know it might not be appropriate to bring children.
Outdoors?: Does the Need take place outdoors? If Yes, you may want to provide an inclement weather plan so your volunteers can come prepared.
Wheelchair Accessible: Does the venue have wheelchair accessibility? Check Yes! If not, check No so volunteers can prepare ahead of time.
Attributes: Here you can add any additional details you want to include—e.g., wear steel-toed boots or we provide refreshments throughout your volunteer work day.

Virtual Need: Is this Need a virtual opportunity where the volunteers can take the work home or does it require that they are present?
- Check Yes if they can work remotely or No if they can't.
Location: While the only location fields required are Zip Code and Country, you may want to include the specific address to the venue.
- You can also include any additional important details about the location in the Attributes or Description fields, i.e., parking is limited to the spaces behind the old church on East Ave. Carpool advised.
Clusters: Clusters are a categorizing tool that you and agency managers can use to tag Needs.
Additional Notification Recipients: If you want to include additional email addresses for individuals to receive notifications about Need responses, add them here.

14. Select Interests & Abilities for the Need—these help with filtering Needs and make it easier for volunteers to search for Needs based on their Interests & Abilities.

15. Set up a clickwrap waiver—if applicable.

A clickwrap waiver is great for ensuring that volunteers review important information or agree to your organization's terms and conditions when they're responding to a Need.
You upload a document for them to review and they check a box to confirm they reviewed and agree to it.
If you wish to setup a clickwrap waiver:

1. Click Choose File beside Waiver.

2. Select the file you wish to upload.

You can always return to delete or remove the waiver at another time if needed.

16. Review your Need to make any final edits and click Create Need to share it with your community!

How to edit Needs

Do you want to update a volunteer Need? You can from the Needs tab.

1. Go to the Needs tab.

2. Select your user group from the dropdown and click Go.

3. Click the pencil icon under the Options column to make changes to a Need.

4. Edit the Need as applicable and click Update Need to finish.

How to edit shifts

Do you want to update a volunteer Need? You can from the Needs tab.

1. Go to the Needs tab.

2. Select your user group from the dropdown and click Go.

3. Click the pencil icon under the Options column.

4. Click the Edit Shifts tab.

5. Click the pencil icon under the Options column for the shift you wish to edit.

6. Edit the shift as applicable and click Submit Shift when done.

We recommend checking the box beside Notify respondents of this update? before you click Submit Shift.
You can also add or remove shifts from this area too!
- Click the Add Shifts button to start adding shifts.
- Click the X under the Options column to delete a shift.

Responses

The Responses tab lets you:

Review a list of Need responses
Export Need responses to a CSV
Add a Need response on behalf of a CLM user group member

How to edit an individual Need response

You can edit individual Need responses if necessary. This is found under User Info > Responses for the individual member you wish to edit a response for.

1. Click the pencil icon under the Options column for the Need response you wish to edit.

2. You can edit their Response Question answers and review any Response Notes made by the member.

3. Be sure to click Update User Response to save your changes.

How to add hours to a Need response

You can add hours to a Need response as necessary too:

1. Click the hourglass icon under the Options column for the Need you want to add hours to.

2. Complete the Add Hours form.

3. Click Submit Hour Entry when done.

How to remove a Need response

Want to delete a Need response? You can!

1. Go to Responses.

2. Find the Need response you wish to delete.

3. Click the X under the Options column for the individual Need response you wish to delete.

4. A warning pops up asking you to confirm your selection—click Yes to confirm or No to cancel.

How to add a Need response for a user

Usually the users respond to Needs on their on; however, you may be asked on occasion to add a Need response on behalf of a user.

1. Go to Responses.

2. Click Add A Response.

3. Start typing the Need's title in the Need Lookup field, then select the Need from the dropdown.

4. Select the shift with the Shift Lookup field for that Need you wish to add a response to.

5. Start typing the CLM user group member's name in the User Lookup field, then select them from the dropdown.

6. Add any Response Notes and answer any Response Questions, as applicable.

7. Click Add User Response when you're done.

Hours

The Hours tab is where you can:

Review a list of submitted hours for the group
Export hours to a CSV
Add hours on behalf of a CLM user group member
Approve, decline, or edit submitted hours

How to review submitted hours

To review submitted hours, visit the Hours tab. From here, you can review submitted hours, check and update their statuses, and more. The table includes the name of the user, the Need they submitted hours for, how many hours they submitted, the hours status, etc. You can also filter the table to include more or less columns of your choice. To filter the table:

1. Click Table Filter.

2. Check or uncheck the boxes for the columns you wish to add or remove.

How to export submitted hours

To export submitted hours:

1. Go to Hours.

2. Click Export Hours.

This downloads all submitted hours to a CSV file.

How to add hours for a user

Users typically submit hours for themselves after participating in a volunteer Need. However, you may have to submit hours on their behalf from time to time. To add hours for a user:

1. Go to Hours.

2. Click Add Hours.

3. Start typing the name of the user by the User Lookup field, then select them from the dropdown.

4. Start typing the name of the Need the hours are being applied to by the Need Response Lookup field, then select it from the dropdown.

5. Fill out all necessary or required fields under Hour Details, Description, or Response Questions.

6. Click Submit Hour Entry when you're done.

How to manage hours

How to update the status of submitted hours

You can update the status of submitted hours when necessary.

1. Go to Hours.

2. Find the submitted hours you want to update the status for.

3. Use the dropdown under the Status column to make your selections.

Entered: Hours were entered but not submitted for approval.
Pending: The default status for hours when a user submits them, unless the site has setup hours to be auto-approved.
Approved: Select this status when you wish to approve submitted hours.
Denied: Select this status when you need to deny, or decline, submitted hours.

How to edit submitted hours

1. Go to Hours.

2. Find the submitted hours you wish to edit.

3. Click the pencil icon under the Options column.

4. Make edits or updates to the hours as necessary and click Submit Hour Entry.

How to delete submitted hours

1. Go to Hours.

2. Find the submitted hours you wish to remove.

3. Click the X under the Options column.

A warning pops up asking you to confirm your selection—click Yes to confirm or No to cancel.

Reflections

With the Reflections tab you can:

Review and edit current Reflection Questions
Add or remove Reflection Questions

How to edit a Reflection Question

1. Go to Reflections.

2. Find the Reflection Question you wish to edit and click the pencil icon under the Options column.

3. Make all necessary edits to that Reflection Question.

4. Click Save Custom Question to save your changes.

How to add a Reflection Question

1. Go to Reflections.

2. Select the CLM User Group from the User Group dropdown and click Go.

3. Click Add Custom Question.

4. Select a Status.

Active: Select if you want the question to be live on the site when you're done creating it. Users will see the question when they go to submit hours for Needs they've participated in.
Pending: Select if you don't the question to be live just yet. Maybe you want to make some more edits to the question or maybe you want to remove the question from user view for now.
- You can always come back and change the status back to Active when you need to.

5. Select a Type.

Small or Large Text Field: Select the Small Text Field when you want users to type out a short reply to a question or Large Text Field if you want to give them more room for their reply.
Dropdown: Select Dropdown if you want to provide answers for the user to choose from. Only one answer can be selected with this type.
Checkbox: Select Checkbox if you want to provide answers for the user to choose from. More than one answer can be selected.
Radio Button: Select Radio Button if you want to provide answers for the user to choose from. Only one answer can be selected with this type.
File Upload: Select File Upload if you want users to upload a file as their response to the Reflection Question. This is a great option if you want them to upload images or proof that they participated, etc.

ⓘ So you know: An additional Options field appears when you select Dropdown, Checkbox, or Radio Button question types. Be sure to type each possible answer on its own individual line.

6. Type your Question.

7. Determine if you want the question to be required or optional.

8. Review your question and click Save Custom Question to finish.

How to remove a Reflection Question

1. Go to Reflections.

2. Find the Reflection Question that's no longer needed.

3. Click the X under the Options column for that Reflection Question.

A popup appears asking you to confirm your selection—click Yes to confirm or No to cancel.