Once you have your activities set up, volunteers can begin signing up for them OR you as an administrator can assign them to an activity/ shift.

There are several ways that you as an administrator can assign volunteers including:

through the volunteer profile >> Assign tab
through the interactive schedule pages found under the Assign menu
from a pending sign up

If you need to manage the Assignments of just one volunteer, we recommend navigating into their profile to do this. Here you will be able to view and manage all of their assignments as well as assign them to new ones.

If you need to view a comprehensive schedule or assign multiple volunteers to an activity or shift in bulk, then your best option is to go through the interactive schedule.

From Volunteer Profile: To schedule a specific volunteer from their profile

IMPORTANT: If you are assigning a volunteer to a scheduled Activity, the activity must have shifts occurring either today or in the future.

If you need to assign a volunteer to an Activity that occurred in the past, please to go to Assign >> From Scheduled List and adjust the filters to display Activities for the desired date range.

Click the person icon at the top of the screen and type the person’s name into the Quick Search
Click on the person’s name from the list that appears,
OR
Go to: Assign >> From Volunteer Profile
- Search for the desired profile
- In the Search Results section, mouse over the Options icon beside the person’s name
- Click on “Edit”
Click on the “Assign” tab
For long activity lists, use the filters in the top panel and click the green [Filter Activities] button
Click on the name of the desired Activity
- For scheduled Activities, you can use the “Filter Shifts” panel to find a specific shift(s)
- Click the [Filter Shifts] button to apply the filters you have chosen
Assign the volunteer:
- For scheduled activities:
  - Check the box in the “As” column for each applicable shift
  - You can also click the “As” box at the top of the list to assign the volunteer to all shifts
- For unscheduled activities
  - Check the “Assigned” box
Click the [Save] button to assign the volunteer
Click the [Close] button when you are done.

Tip: If you can't find the activity you want to assign the volunteer to, try removing any filters.

From Unscheduled List: For unscheduled activities (No Schedule, Seasonal)

Go to: Assign >> From Unscheduled List
- Optional: For long activity lists, use the filters in the top panel and click the green [Filter Activities] button. These selections can be made your default filters
Click on the name to the desired Activity; the ‘Assign Volunteers’ window will open
Filters: Select any applicable filters to display a list of candidates for the shift
Click the [Search] button.
- You can make these your default filters to be used
- Optional: Communicate with matching volunteers by checking the box beside each volunteer, scroll down and choose “send email” or “send text message”, from the “Communicate with Selected” dropdown menu
Click the [Assign] button beside each volunteer you wish to assign to the shift
- Alternatively, check the box beside each volunteer you wish to assign, scroll down and click the [Assign Selected] button
Click the [Close] button when you have finished assigning volunteers to the Activity

From Scheduled List: For scheduled activities

Go to: Assign >> From Scheduled List in the sidebar menu
1. Optional: For long activity lists, use the filters in the top panel and click the green [Filter Activities] button
Click on the name of the activity; an ‘Assign Volunteers’ window will open
Filters: Select any applicable filters to display a list of candidates for the shift
Click the [Search] button.
- You can make these your default filters to be used
- Optional: Communicate with matching volunteers by checking the box beside each volunteer, scroll down and choose “send email” or “send text message”, from the “Communicate with Selected” dropdown menu
Click the [Assign] button beside each volunteer you wish to assign to the shift
Alternatively, check the box beside each volunteer you wish to assign, scroll down and click the [Assign Selected] button
Click the [Close] button when you have finished assigning volunteers to the shift

From Calendar: For scheduled activities, for a calendar view

Note: Unscheduled activities won't show up on the Calendar view.

Go to: Assign >> From Calendar
Click the green Previous Month, or Next Month, button to display the desired two-month period
- Optional: In the “Filters” section, you can choose which Activity Category or specific Activity you would like to display
Select the desired dates:
- For scheduled activities on one date or in an entire month: Mouse over, a single date square or the month header, to see a list of status values (Vacant, Signed Up, Assigned, Confirmed). The first number represents the number of shifts with that status. The second number is the total number of shifts on that date/month
To display all shifts on that date/month, click on the link to the date/month at the top of the pop-up window
To display all shifts for a specific status, click on the desired link within the box in the pop-up window
- For scheduled activities in a date range: Click in the numbered area (grey section) of a single date square to select the first date of the range. Click in the numbered area of another single date square to select the end date of the range. All shifts in that date range will be displayed below
Click on the Activity name to the desired shift
Filters: Select any applicable filters to display a list of ca
ndidates for the shift
Click the [Search] button. You can make these your default filters to be used
- Optional: Communicate with matching volunteers by checking the box beside each volunteer, scroll down and choose “send email” or “send text message”, from the “Communicate with Selected” dropdown menu
Click the [Assign] button beside each volunteer you wish to assign to the shift
Alternatively, check the box beside each volunteer you wish to assign, scroll down and click the [Assign Selected] button
Click the [Close] button when you have finished assigning volunteers to the shift

From Pending Signup: To see who has signed up for the activity and is currently pending

About this feature: The Pending Signup List is a list of volunteers who have expressed an interest in an activity/shift that either does not have self-scheduling enabled, or is visible to a broader group than those that have permission to self-schedule. Administrators can choose to assign these volunteers or decline the request.

Note: You can also find this pending Signup list on your Admin Dashboard:

Go to Assign >> From Pending Signup List
For long volunteer lists, use the filters in the top panel and click the green [Filter Signups] button
Mouse over the Options icon to the left of a volunteer’s name (signup)
Click on “Assign”
- Other action options in the dropdown menu include: View Signup Details, Delete Signup, View Volunteer, Edit Volunteer, or Send Email
- Optional: Select multiple signups by checking the box next to their name, or “Select All” at the bottom of the list
- From the “Choose Bulk Action“ dropdown menu, select:
  - “Assign Selected Volunteer Signups”
  - “Delete Selected Signups”
  - “Send Email”
  - “Send Text Message” (if enabled on your organization’s account)