---
schema_version: "1"
id: f7071216d9424fc48635430ed63f68c90e28b613de94d3edbe0ddf9f56c79b6e
title: Match Volunteers to Volunteer Initiative Job Positions and Shifts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/volunteer_mgmt_match_to_job_positions_and_shifts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_match_to_job_positions_and_shifts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ca824ca9e4d50e7db548e909a16816be96833753c95acbbbf722139868c691db
description: 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.
products:
- Nonprofit
release: "264"
---
# Match Volunteers to Volunteer Initiative Job Positions and Shifts
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.
### Required Editions
Available in: Lightning Experience
Available with: Enterprise, Unlimited, and Developer Editions where Volunteer Management is enabled.
User Permissions Needed
To match volunteers to job positions and shifts:
Manage Volunteer Data permission set
Before you search for volunteers:
- Add Person Location Availability and Person Competencies related lists to the Person Account page layout.
- Create Person Accounts for your volunteers and include their availability and competencies.
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 volunteer initiatives.
- Create job positions.
- Create job position shifts.
Matching is inclusive. A volunteer with a Qualification Level (QL) equal to or greater than the required level is a match. For example, a requirement of 2 matches levels 2, 3, 4, and higher.
1. From the Volunteer Management app, go to the Search for Volunteers tab.
2. Select the volunteer initiative.
3. Select a job position to fulfill.
4. To match volunteers by the qualifications assigned to the job position, select which qualifications to require for volunteer eligibility.
Matching considers Position Qualifications (PQs) and Job Position Qualifications (JPQs). You can deselect qualifications, as needed. To match volunteers without considering their qualification, leave the qualification unselected.
5. To match volunteers by the job position shift or by a date-and-time range, select the method and shift or date-and-time range.
Shift results show today’s shifts and those shifts in the future.
To match volunteers without considering the date and time, select **Don’t match volunteers by date and time**.
6. To match volunteers by the location of the position, select **Search by job position location**. To match volunteers without considering the location, select **Don’t match volunteers by location**.
7. Click **Search Volunteers**.
Volunteers who match your search criteria populate the table to the right of the search parameters. If matched volunteers have already signed up to volunteer, the table notes the related Job Position Assignment (JPA) or Job Position Shift (JPS). To see the volunteer’s JPA or JPS in the table, expand the volunteer’s row in the table.
8. To get different volunteer search results, click **Reset Criteria**, and select different matching criteria.
If you don’t select any matching criteria, no volunteers appear in the results. To view and manage all volunteers without filtering, use Lists instead.
9. To keep a copy of the results to use to contact potential volunteers, click **Export Results** to download a CSV file of the results.
The CSV file saves to the Job Position record, on the Related tab, under Files.
SEE ALL:
- [Volunteer Initiatives](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_volunteer_initiative.htm&release=264.0.0&type=5 "Quickly set up and manage volunteer initiatives, so that volunteers can help your organization reach its goals. Initiatives are staffed by volunteer jobs with specified shifts. After you create volunteer initiatives with the job positions and shifts that serve it, use matching criteria to find the most qualified and appropriate volunteer to fill the shift.")
- [Assign Volunteers to Job Position Shifts](https://help.salesforce.com/s/articleView?id=sfdo.volunteer_mgmt_assign_volunteers.htm&release=264.0.0&type=5 "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.")