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Set Up and Manage Required Volunteer Hours Tracking

Learn how to configure volunteer hour tracking accounts, set requirements, manage kiosk options and preset events, review records, and generate reports in the Volunteer Hours module.

Written by Jeanne Glass

Two ways to learn:

  • Launch the guided walkthrough below to follow along in real time.

  • Follow the written steps in this article at your own pace.

Guided Walkthrough:

STEP 1- Click the Volunteer Hours menu option in the left sidebar menu.

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STEP 2- Click the Settings tab to manage kiosk access, default hours, and preset events.

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STEP 3- Turn Volunteer Hours at the Kiosk on or off to control whether visitors can sign in as volunteers and record their hours at the kiosk.

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STEP 4- Set the Default Hours Per Family for new student accounts.

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Changes will apply only to accounts created after this change and will not affect existing student accounts.

STEP 5- Add Preset Events that a Volunteer can select when signing in at the kiosk.

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STEP 6- Click the Students tab review each student's required, completed, and remaining volunteer hours.

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STEP 7- Click Set up the year to configure volunteer hour accounts for students that don't have one for the year.

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STEP 8- Use the dropdowns and year/grade filters to view student hours at a glance.

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STEP 9- The required hours will be set to your default, click Create Accounts.

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Students who already have an account will not be affected.

STEP 10- Click the Check-ins tab to view volunteer attendance records.

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STEP 11- View volunteer check in data and student's credited. You can void hours if necessary.

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Note: Voided hours will remain visible in the record but are removed from the student's completed hour balance.

STEP 12- Click the Reports tab to review volunteer hour summaries and activity reports.

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STEP 13- Select a report type, school year, and grade to view the records you need.

-Student balance summaries

-Hours recorded by event

-Hours recorded by volunteer

-Full volunteer activity ledger

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STEP 14- Click Export to Excel to download your results.

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Once volunteer hour accounts are created:

-Volunteers can sign in at the kiosk and credit their time to a student.

-Schools can review student balances and individual check-ins.

-Reports can be filtered and exported to Excel.

-Existing balances can be adjusted or voided when corrections are needed.

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