The settings that you select within the activity settings and the account settings will determine the sign-up process for your volunteers.
To track when volunteers signed up for an activity, administrators can use Schedule Detail Raw Data reports. Including the 'SignedUpDate' column in the report provides a signup date, while pending signups are viewable in the 'Pending Sign-Ups' section on the Admin Dashboard.
The sign-up process has 3 steps.
Step 1: Sign Up
The volunteer indicates their interest in a shift or activity by signing up for it through MyImpactPage. They are not officially on the schedule for the role yet and will not see it on their schedule.
Note: Administrators can retroactively assign volunteers to past activities if their participation wasn't initially captured. To do this, navigate to the volunteer's profile on the Better Impact dashboard, access the 'Assign' tab, use filters to find the relevant activity, and assign the volunteer to the past shift. This helps ensure accurate reporting metrics and historical participation data.
Step 2: Assign
'Assigned' means that the volunteer is officially on the schedule for that shift or activity. A volunteer's sign-up can be moved to "Assigned" in one of two ways:
The volunteer is eligible for self-scheduling as determined by the settings selected on the Visibility and Automation tab of the activity
An administrator approves their sign-up and assigns them
Using Self-Scheduling
Using Self-Scheduling
Self-Schedule or Request and Approve?
Self-Schedule or Request and Approve?
Step 3: Confirm (optional)
This is an optional step that can be switched on or off in your account. By default, all accounts are set up to auto-confirm assignments, whether they are automatically approved or approved by an administrator.
This setting can be managed under Configuration >> Activities >> Schedule Settings
If you disable the auto-confirm feature, volunteers will be required to click [Confirm] next to their assignment on MyImpactPage when viewing their schedule in order to confirm the shift officially. This feature can be helpful if the administrators in your organizations are picking shifts on behalf of volunteers, and they would like to confirm that the volunteers have seen and accepted the assignment.
About this Feature:
If unchecked, after you assign a volunteer or after a volunteer self-schedules, a short confirmation step will be required by the volunteer to ensure they understand that they are on the schedule. If checked, this step will not be required, and they will be treated as confirmed automatically.
Note: If you disable auto-confirm, you may also want to review your auto-log hours settings under Configuration >> Hours and Timeclock Settings. If your account is set up to only auto-log confirmed assignments, it's possible that some hours may not be logged due to the assignment not being confirmed.