Assign Volunteers to Job Position Shifts

Efficiently schedule volunteers to shifts and positions by using Nonprofit Cloud's Volunteer Management tools. To maintain adequate coverage of your volunteer initiatives, assign volunteers individually to shifts.

Required Editions

Available in: Lightning Experience

Available with: Enterprise, Unlimited, and Developer Editions where Volunteer Management is enabled.

User Permissions Needed
To use Volunteer Management:	Manage Volunteer Data permission set
To use Volunteer Management in Experience Cloud:	Manage Volunteer Work in Experience Cloud permission set
To use Volunteer Management in Experience Cloud as a guest:	Volunteer Management in Experience Cloud Guest Access permission set Learn more about these permissions.

User Permissions Needed

To use Volunteer Management:

Manage Volunteer Data permission set

To use Volunteer Management in Experience Cloud:

Manage Volunteer Work in Experience Cloud permission set

To use Volunteer Management in Experience Cloud as a guest:

Volunteer Management in Experience Cloud Guest Access permission set

Learn more about these permissions.

Before you assign volunteers to initiatives, complete these tasks.

Create volunteer initiatives.
Create job positions.
Add Person Location Availability and Person Competencies, related lists to the Person Account page layout.
Enter your potential volunteers as Person Accounts.

Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.
Create job position shifts.
To mark assignments as counting toward the shift capacity, add the Count Toward Shift Capacity field to the Job Position Assignment page layout in Setup.

From the Volunteer Management app, go to the Job Position Shifts tab.
Open the job position shift that you want to assign to a volunteer.
From the menu buttons, select Assign Volunteers.
The Assign Volunteers to Job Position Shifts window opens.
If you don’t see the button, click , and then select Assign Volunteers.
Select the status for the job position shift assignment.
Salesforce automatically completes the volunteer initiative and job position fields with data from the job position shift.
Select the shift to assign to a volunteer.
If you don’t select a shift, Salesforce applies the assignment to the job position, and doesn’t create a specific job position shift.
Click Next.
Search for and select the volunteer to assign to the job position shift.
You can select multiple volunteers up to the maximum number of attendees set on the job position shift.
Click Save Assignments.
Salesforce automatically provides an alphanumeric name to the assignments.

A list of the created assignments appears.
Click Finish.
You can create up to 600 assignment records, and can assign up to 200 shifts to a single volunteer per session.

The Assign Volunteers to Job Position Shifts window refreshes so that you can assign more volunteers to the job position shift. The window also shows how many assignments remain on the shift.

The assignments you created appear as a list on the Job Position Assignments tab.