--- schema_version: "1" id: 41740fa1419506c1977f2f1636125df39b6e58ee75df040ff185b0dbf14ee612 title: Assign Volunteers to Job Position Shifts collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/volunteer_mgmt_assign_volunteers.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_assign_volunteers.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2f3309da6540e6676ed4d4b00fb8eafb5fdc579435f50ed4c8528dceed0781f9 description: 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. products: - Nonprofit release: "264" --- # 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.
Before you assign volunteers to initiatives, complete these tasks. - [Create volunteer initiatives](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_create_volunteer_initiatives.htm&release=264.0.0&type=5 "Set up initiatives for volunteers to help your organization accomplish its goals. Specify start and end dates, the number of volunteers needed, and the total number of volunteer hours to be filled."). - [Create job positions](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_create_job_positions.htm&release=264.0.0&type=5 "After you create volunteer initiatives, create job positions that support those initiatives. Job positions are customized roles for working your initiatives with shifts and qualifications that help you match the perfect volunteers for the initiatives."). - Add Person Location Availability and Person Competencies, related lists to the Person Account page layout. - Enter your potential volunteers as Person Accounts. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/images/icon_note.png) 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](https://help.salesforce.com/s/articleView?id=sfdo.npsp_faq.htm&language=en_US). - [Create job position shifts.](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_create_job_position_shifts.htm&release=264.0.0&type=5 "A job position shift is a specific work shift that’s associated with a job position or a related recurrence schedule. After developing a volunteer initiative and creating job positions for it, create work shifts that volunteers who meet the position qualifications can fill.") - 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. 1. From the Volunteer Management app, go to the Job Position Shifts tab. 2. Open the job position shift that you want to assign to a volunteer. 3. From the menu buttons, select **Assign Volunteers**. The Assign Volunteers to Job Position Shifts window opens. If you don’t see the button, click ![Open action menu button options.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_cloud-264-0-0-production-enus/b335b49f-b06d-4153-a454-da90077289d9/nonprofit_cloud/images/down_60.png), and then select **Assign Volunteers**. 4. 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. 5. 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. 6. Click **Next**. 7. 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. 8. Click **Save Assignments**. Salesforce automatically provides an alphanumeric name to the assignments. A list of the created assignments appears. 9. 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. SEE ALSO: - [Match Volunteers to Volunteer Initiative Job Positions and Shifts](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_match_to_job_positions_and_shifts.htm&release=264.0.0&type=5 "Find volunteers by using smart matching criteria to search for the right volunteers for an initiative’s job position and job position shifts. The matching criteria include qualifications, shift or date-and-time range, location. Intelligently matched volunteers are the closest fit for the open shifts of a volunteer initiative and position.") - [Create Positions](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_create_positions.htm&release=264.0.0&type=5 "Create positions for your organization to delineate functional roles that are characterized by specific duties and responsibilities. You can also specify skills and qualifications that are required to hold the position. Positions can be used across multiple volunteer initiatives.") - [Create Job Position Qualifications](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_create_job_position_qualifications.htm&release=264.0.0&type=5 "After you create a job position, create qualifications to make sure that volunteers meet the requirements for the job position. Job position qualifications are additive and apply only to the specific job position. Set qualifications to help you determine who's the right volunteer for the job.")