How To: Assign/Update Position & Training Classifications

Audience: Coach, Volunteer Intake Coordinator, Chapter Manager

Introduction

Volunteers self-select a classification via their application to place them on their desired track. During the onboarding process, volunteers work with their Coach to identify any additional roles they would like to serve in. Based on that role, trainings are assigned, and a training Classification is established as a goal. Once training and other requirements are complete, the Training Classification is assigned, and the Position is established.  

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Table of Contents:

• Classifications
• Positions
• Assign a Position

Classifications

Business Rule: There is now a classification for Paid Contractors, allowing them to appear on chapter rosters. Contractors can also hold other positions such as Client Intake Coordinators.

                

Access and Permission
           
             

Positions

Assign a Position

1. Type the volunteer’s name into the search bar. Click Search.
2. Click the volunteer’s name from the list to open their contact record.
   
3. On the right column is the Organization Affiliations section, click the drop-down arrow  and click Edit.    
   
        
   
   
4. Locate the Position held.  Highlight the Position by clicking on the position name. Click on the arrow  to move the position to the Chosen column. To select more than one position, hold down the Ctrl button while clicking on the position names. Click Save.       
   
                          
   
   

   Relevant Resources:

   • Engage Positions and Permissions
   • Roles of Inclusion and Diversity
   • Volunteer Journey
   • Product FAQs