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Understanding the Sign-Up Process
Understanding the Sign-Up Process
Updated over a month ago

The settings that you select within the activity settings and the account settings will determine the sign up process for your volunteers.

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.

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:

  1. The volunteer is eligible for self-scheduling as determined by the settings selected on the Visibility and Automation tab of the activity

  2. An administrator approves their sign up and assigns them

Using Self Scheduling

Self Schedule or Request and Approve?

Step 3: Confirm (optional)

This is an optional step that can 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.

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 officailly. 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 has seen and accepted the assignment.

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, its possible that some hours may not be logged due to the assignment not being confirmed

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