Sign Up a Recurring Volunteer using Volunteer Recurrence Schedules

When you have ongoing Jobs (created using a Job Recurrence Schedule), you may be lucky enough to have dedicated volunteers who want to sign up for Shifts on a regular basis. You can use the Volunteers for Salesforce Volunteer Recurrence Schedule to easily set up a recurring schedule for a regular volunteer. You can specify when the schedule starts and ends, and which days of the week and month the volunteer wants to work.

Note Watch the Nonprofit Salesforce How-To Series video: Create a Recurring Volunteer Schedule.

1. Click the Volunteer Jobs tab, then select a Job that has multiple Shifts that were created using a Job Recurrence Schedule.
2. Click the Related tab.
3. In the Volunteer Recurrence Schedules related list, click New Volunteer Recurrence Schedule.
4. Optionally, copy the Job's recurrence schedule by selecting it from the Job Recurrence Schedule drop-down.
   
5. Enter the Contact's name. You can use the lookup to search for the Contact.
6. Update the start date, end date, and duration as necessary. Although the Job is ongoing, the volunteer may want to participate for a certain time period.
7. For the Volunteer Hours Status, select Confirmed.
   

   Note When you select a Status of Confirmed or Completed, the Volunteer Status field on the Contact is automatically updated to Active.
   
8. Update the days of the week and weekly occurrence as needed. For example, if the Job occurs every Monday, but the volunteer can only make it every other Monday, you can make that change here.
   
9. Enter the number of volunteers. This will typically be 1, unless the volunteer represents a group of people.
10. Click Save. You'll see the Volunteer Recurrence Schedule details.

If you want to see the results of your hard work, click on the Job name in the Volunteer Recurrence Schedule details. Back on the Job detail page, click Related, then check out the Volunteer Hours list. You should see the upcoming scheduled hours you just created.

Note To avoid duplicate Hours, create partial Volunteer Recurrence Schedules that don't overlap within a Job Recurrence Schedule.