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Corporate Admin FAQ Guide for Managing Volunteering Programs
Corporate Admin FAQ Guide for Managing Volunteering Programs

Frequently asked questions for managing employee volunteering

Updated over 2 months ago

1. How do I invite employees to join our corporate volunteering platform?

Answer: To invite employees:

  1. Navigate to the Members section on the left-hand panel.

  2. Click on Add Member or Invite Employee from the dashboard.

  3. Enter the employee’s email address and choose the appropriate organization or child organization they belong to.

  4. Click Send Invitation.

Once they accept the invitation via email, they will be added to your members list.


2. What are child organizations, and how do they work?

Answer: A Child Organization refers to any subsidiary, department, or office under the umbrella of the main company (e.g., regional branches or specific departments). Child orgs allow you to organize members and activities based on location or business unit while maintaining oversight from the parent organization.

You can manage child orgs under the Members tab by selecting the Child Org section, where you can see and manage the employees under each child organization.


3. How do I create a new volunteering activity or event?

Answer: To create a new volunteering activity:

  1. Go to the Activities section.

  2. Click on New Activity in the top right corner.

  3. Choose the type of activity: event, action, or ongoing opportunity.

  4. Fill out the activity details such as title, description, location, date, and any requirements (e.g., background checks, age restrictions).

  5. Select the apps where you want to publish the activity (e.g., your private branded app, the general volunteer platform, etc.).

  6. Finally, click Publish to make the activity live and available for employees to join.

Note: Publishing activities to a private app is a premium feature. If this is not enabled, contact your platform representative for assistance.


4. How can I track employee volunteer hours?

Answer: You can track employee volunteer hours in two main ways:

  1. Via the Activities section:

    • Go to the Activities tab to see the total logged hours across all activities.

  2. Export a Volunteer Hours Report:

    • From the Members or Activities section, click on Export Log-Hours Report. This will generate a detailed report, which will be sent to your email. The report includes individual employee hours, the activities they participated in, and the total time contributed.


5. What is an Ecosystem, and how does it function?

Answer: An Ecosystem is a collection of apps or platforms that your organization can connect to. This could include the Volunteer app, Do It Day, Community Hub, or Partner Pods. Each app may host different types of activities or allow for specific partner or employee engagement.

Admins can control which apps they want to be part of their ecosystem by navigating to Organisation Settings > Ecosystems. Here, you can connect or disconnect apps as needed based on your organization's volunteering strategy.


6. How do I manage pending volunteer applications for activities?

Answer: To manage pending applications:

  1. Navigate to the Activities section.

  2. Click on the Applications tab.

  3. You’ll see a summary of pending, accepted, and rejected applications.

  4. Use the filters to find specific applications. Then, you can approve or reject applications directly from the list by clicking on the Actions button next to each applicant.


7. Can I export reports for my organization’s volunteering activities and members?

Answer: Yes, you can export several types of reports:

  1. Go to the Members section to export member lists, including employees, partners, and child organizations.

  2. In the Activities section, you can export a report detailing volunteer hours, participation, and activity success.

  3. Click on Export Report from the dashboard or relevant section, and the report will be sent to your registered email.


8. How can I set volunteer goals for my company?

Answer: Setting goals helps track the overall impact of your organization's CSR efforts. To set a company-wide goal:

  1. Navigate to Organisation Settings.

  2. Go to the General tab, where you can set your Company Goal (e.g., “1000 volunteer hours”).

  3. Once set, this goal will be visible on your dashboard, allowing you to track progress over time.


9. How do I update or edit organization details such as the profile image or purpose?

Answer: To edit your organization's details:

  1. Navigate to Organisation Settings.

  2. Under the General tab, click Edit next to the details you want to change (e.g., profile image, organization name, or causes you support).

  3. Make the necessary updates and click Save.


10. How do I manage partners on the platform?

Answer: Partners are usually charities or non-profit organizations that collaborate with your company to provide volunteer opportunities.

  1. Go to the Members section.

  2. Click on the Partners tab to view the list of current partners.

  3. You can invite new charity partners by clicking on Add Partner and entering their details.

  4. Once added, partners can publish activities that your employees can participate in.


11. What’s the difference between apps and activities?

Answer:

  • Apps refer to the tools and platforms available within your Ecosystem, such as the Volunteer app or Do It Day app. These apps host the activities and provide different features or branding depending on the app.

  • Activities are specific events, actions, or ongoing opportunities that employees can volunteer for. You create these within the apps and publish them for employees to view and sign up for.


12. How do I view insights and reports on employee engagement?

Answer: To view insights on engagement:

  1. Navigate to the Insights section on the left-hand panel.

  2. This section provides visual reports on:

    • Total hours logged by employees.

    • Number of completed activities.

    • Active participation trends.

  3. You can filter insights by specific date ranges, activities, or apps to get detailed views of engagement across your organization.


13. How do I handle employee volunteers across multiple office locations?

Answer: If your organization has multiple offices or locations, you can use Child Organizations to manage volunteers separately for each office:

  1. Navigate to the Members section.

  2. Select Child Org to view members associated with a specific office or region.

  3. Each child organization can have its own admins, activities, and reports, while still being part of the parent organization.


14. How do I promote specific activities to my employees?

Answer: You can feature specific activities for better visibility:

  1. From the Home dashboard, you will find the Featured Activity section.

  2. Click on Update Featured Activity to select which activity you want to promote. This will be visible to all employees on the dashboard and help drive engagement.

Additionally, you can send notifications or emails to employees to promote upcoming events or activities directly from the platform.


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