Next in our on-going FaceBook Live sessions for TeamKinetic 1.4 we will be talking about gifting hours and how TeamKinetic approaches the whole idea of hours and rewards.
Usually a volunteer attends a session or a flexible opp and logs their hours which are then also logged and approved by administrators or providers.
Occasionally however volunteers might have done extra hours, or you want to incorporate hours from historical projects that you know the volunteer deserves.
For these situations you need to gift the volunteer owed hours.
Just pop along to the volunteers management page and find the HOURS tab on the left. Within that section you’ll see an area called Add Owed Hours. Here you can add a title or reason for the owed hours, say ‘Previous work on the footpath programme’, then enter the total hours and minutes the volunteer will be credited with.
These gifted hours are treated exactly like hours earned on opportunities and will show up in your KPIs and reports.
If you mistakenly add owed hours you can remove them at anytime.
When owed hours are added the full hour total is added to the volunteer and provider, so the totals are kept in balance.
I hope you are all settling into TeamKinetic 1.4 and enjoying the new features.
We’ll be continuing our weekly Facebook Live sessions over the coming weeks till we have covered all the new functionality and questions that have come up about the new release.
This week it’s all about the Document Hub that lets you create a repository of documents, links, and text that is accessible online by your volunteers and providers.
The document hub is available from the super admin settings menu (only visible if you are logged in as a super admin). From there you can add a resource for a volunteer or provider and create one of the three types; link, download, or just a plain text information resource.
For volunteers the resource area is available straight from their dashboard.
For providers it’s available from their help and resources menu.
The document hub is a great way to communicate your policies to your volunteers and providers, as well as to provide initial help and guidance for their first few experiences.
This is it… the release date is upon us and on November 5th the next version of TeamKinetic will be appearing on your desktops.
This Facebook Live session will cover the excellent filtering and searching options that we have added to the volunteer, opportunity and provider search. We will also be talking a little about the release schedule and what we will be doing to try to ensure a smooth transition.
The new filtering selection allows you to add multiple filters easily without having to scroll up and down, we’ve also included custom fields where applicable.
You can add or remove filters automatically and the results will update each time.
The navigation bar allows you to scroll through the results, change the displayed number of rows, and tells you how many results in total we have found.
You can also download all the results to a CSV, this will create a file with a copy of every row, not just the ones you are viewing at the time.
If you select any of the results using the checkboxes in the first column the bulk task options will appear at the bottom of your screen.
The available options will alter depending on which search you are performing, but in each case, a window will pop up where you can confirm your action and provide any further details.
If there is only one action available for a row it will just be a simple text link at the end, this is also the case when searching for opportunities.
If there are multiple actions you’ll see the triple dot icon that you can click to bring up the actions, these are things like impersonate, email, manage etc.
You’ll start to see this table search and filtering pattern turning up throughout TeamKinetic, we think its a vast improvement and we hope you’ll think so too.
In our final pre-release Facebook Live session we are going to be looking at the opportunity application process and how to get the most out of applying opportunities.
Many of our customers have specific on-boarding processes for specific opportunities or types of opportunities. These checks take place before a volunteer can join a session on an opportunity.
Unlike requirements like inductions and criminal checks, the application process is specific to the opportunity and so all volunteers are required to complete the on-boarding before being allowed to join an opportunity.
When creating an opportunity look out for the selection options and from there you can choose to create an applying opportunity and also specify some of the other pre-requisites like references.
When a volunteer finds this opportunity they will be presented with an option to apply and will be asked to complete all the pre-requisites.
They provider and volunteer will each receive an email letting them know the application has been received.
The provider or administrator can manage the applicants from the regular opportunity management page. From the applicants tab they can view all the current applicants, approve or deny applicants and download the applicant list.
Once approved the volunteer is sent an email confirmation with a link to the opportunity and can then go ahead and join sessions in the normal way.
If the opportunity is a flexible opportunity the volunteer is automatically joined to the single session that represents the length of the flexible opportunity.
It’s important to remember that when an application is received, the volunteer is not yet on the opportunity, their application must be approved AND they must choose their sessions (if the opportunity is session based).
In summary the application process looks like this;
Create an APPLICATION opportunity
Wait for volunteers to apply
Process your applicants on the opportunity management page applicant tab
Continue to manage the volunteers that have joined your opportunity after having their application approved
This week we will be discussing a much requested new feature, that will give you far more control than ever over the communications TeamKinetic sends to volunteers and providers; customising automated emails.
TeamKinetic keeps your volunteers and providers up to date, with notifications about opportunity activity, chat room messages, applications, registrations and many other actions and events.
We have default content for all these messages but now you can edit and customise over 30 messages.
Its dead simple to edit a message, just click the edit button to bring up a window like below.
Each message has its own set of replacements you can use which will be replaced when sent, like opportunity title, opportunity link or the volunteer name. Just click on any of the blue replacement buttons in the right column and they will appear at the current position in your custom message.
For week three we will be discussing a new feature whose beginnings you may have spotted and wondered about in our last release; trusted providers.
Trusted Providers
Trusted providers have an elevated set of privileges compared to your regular providers. The could represent for instance, providers that are internal to your organisation, or those that have received extra training.
To add the trusted status just use the button in the provider management page. You can also use the new provider search pages to change the status of multiple providers in one go.
What are Trusted Providers?
Trusted providers have some extra abilities over your regular providers;
Their new opportunities are auto authorised
They can add criminal check and induction required status to their opportunities
They can add any volunteer to a session, not just those that have already joined one of their sessions or that is linked to them
Welcome to week two of our pre-release introductions to the new features coming in TeamKinetic 1.4.
This week we will be focusing on the new features in the add opportunity page and when searching for opportunities.
Adding a New Opportunity
When your admins or providers add a new opportunity they will now be given an immediate choice of whether they wish to create a complete or a quick advert opportunity.
If they choose the quick opportunity type they will be presented with a much reduced option list for the opportunity. This is aimed at people that either don’t have much idea of what the final opportunity details will be, but want to get on and start recruiting, or for those organisations that will probably be managing the post sign up process themselves.
The resulting opportunity will be a flexible opp that is set to start immediately and will run continuously.
Once created the provider and admins will have full control over the opportunity and can add further details, or convert to a session based opportunity at anytime.
We have also updated and we hope simplified adding sessions to an opportunity. We’ve taken out some of the confusing language around the types of opportunities you can add and instead just asked them to make a choice between an opportunity with sessions and a flexible opportunity without sessions.
If a user picks the session based opportunity they can then choose a recurring session structure or can add the sessions individually.
Searching Existing Opportunities
For 1.4 we have a great new set of features for searching and filtering opportunities.
You’ll notice straight away that this is very different from our previous opportunity search page!
You can now page through the results, add filters, download the results and perform bulk actions on the opportunities by clicking the checkboxes at the start of each row.
This type of search table will be appearing throughout the application in future version and is already implemented for volunteer and provider searching complete with custom field filtering.
TeamKinetic v1.4 will be released on November 5th, there will be fireworks and parties all across the UK!
1.4 is a big release where we have brought together many requests for new features and also importantly we have made big steps towards unifying the interface to create a consistent experience everywhere.
1.4 will probably be our last new feature focus release for a good while. The next few releases will be focused on continuing the unifying process, improving the foundations, continuing our accessibility improvements and tidying all those loose ends up.
We have added a brand new email editor so that you can customise over 30 of the TeamKinetic automated emails.
New Searching for Volunteers, Providers and Opportunities
Completely rewritten search pages for volunteers, providers and opportunities. Much clearer and cleaner layout with row and bulk actions, paging, and filters.
Search for Volunteers by Custom Field
Custom fields are included in the filters, so you can filter and search for volunteers by all the profile and registration fields you have added.
Ability to Customise Your Genders & Ethnicities
Add, remove,re-order and re-map your gender and ethnicity results. These custom lists will also be reflected in the reports and downloads.
Collect ‘other’ Ethnicity and Gender
If registering volunteers select OTHER from the gender or ethnicity list they will be presented with a text box where they can enter their self identified gender or ethnicity.
You can use the new custom gender and ethnicity management shown above, to view, add and map these other entries.
Trusted Providers
Providers can now be marked as TRUSTED, this means that they will have additional privileges including:
Ability to add ANY volunteer to their opportunities (not just the providers limited cohort of volunteers).
Only allow trusted providers to create opportunities which require CRIMINAL RECORD checks.
Trusted provider opportunities can be auto-authorised.
Set Maximum Volunteers PER SESSION
When creating or editing opportunities you are now able to set a maximum volunteer limit on each session independently. When creating repeating opportunities each session will default to the same maximum but you can then adjust these session by session if required.
Define Time Gaps Between Sessions
Need to define a minimum gap between session that a volunteer can join? Now you can!
If you are hosting an event you may want to enforce a time limit gap to prevent a volunteer joining two opportunity sessions with not enough time to get from one to the other. You can now define the allowable time gap between these sessions. For example, if you define 30 minutes then a volunteer will not be able to join a session that ends at 1:00 pm AND a session that starts at 1:15 pm.
Improve Page Layouts
Courses page
Find Volunteers Page
Find Providers Page
Find Opportunities Listing Page
Parental Consent Phone Number
When a volunteer registers who requires parental consent, it asks for their parents email and in addition for their parents contact number. This information is held against the volunteers profile so the parents can be contacted by telephone if required.
Inviting Volunteers
Administrators and providers can now invite volunteers to your system from their main menu. Volunteers are invited by entering their email address OR uploading a list of email addresses.
Administrators can see the list of all invited volunteers and we have also improved the messaging you receive when duplicates are added.
Volunteer & Provider Downloads Include Custom Fields
When you export your volunteer or provider data it now includes any custom fields.
Volunteer Note Improvements
Providers can now record private notes on their volunteers. These can be used for recording conversations or additional information related to the volunteers personal needs.
Both administrators and providers can now add and remove discrete dated notes creating a history and audit trail for notes.
Improved Interface For Uploading Images
There is now the ability to move and crop images when uploading them to either the front page, providers profile page or the events page.
Registration Captcha Updated To Simpler System
The Google Captcha v2 (the image picking one) has now been thoroughly defeated, which means we are making it harder for people to register but not any harder for robots, so we have removed it.
We now protect your applications from bogus registrations with a number of discreet features that will not get in the way of your volunteers registering.
Improved Interface For Applicants
We have added some notification reminders and visual clues if an opportunity has unprocessed applicants.
If there are any applicants that have not yet received a decision your home page will list them and if you manage the opportunity, the applicant tab will be highlighted and a notification appears in the summary area.
In addition we have improved the default email that is sent to providers when a new application is received to help clarify that difference between an application and a joining event.
Creating Quick Opportunities
The new opportunity screen can be daunting for new users and for those providers that have little or no training. It also assumes that providers wish to manage the entire volunteering life-cycle within TeamKinetic, which is not always the case.
We have added the option when creating a new opportunity to choose a quick opp. This gives a much reduced option list to the provider and allows them to quickly create an open ended flexible opportunity that starts as soon as it is authorised.
Combined Linked Volunteers and Volunteers Searching
Providers can now search for both their active volunteers and linked volunteers from the same search page. They can unlink volunteers directly from the search results and no longer need the separate linked volunteers page.
Pause Emails means PAUSE EMAILS, but not Brexit!
We have changed the pause emails button to pause all emails including when a volunteer is removed from the opportunity or session. When completely removing a volunteer you are given the option of sending the removal email.
Simpler Interface for OWED HOURS
If you have a volunteer who has done some volunteering outside of your system it is now easier than ever to record those hours within you system.
Always Accessible Super Admin Menu
The Super Admin menu is now located on the top right of your screen making it faster for the user to access.
Providers See More About Their Volunteers
We have increased the amount of information that a provider can see on volunteers who join their opportunities, this should help them in identifying who is best suited to particular roles. (NOTE: This also includes external volunteers).
Improved Interface When Copying Opportunities
We have changed the way you copy opportunities, you are now asked ‘what the new start date is?’ and the system will move all associated sessions accordingly.
Adjust The Size Of Your Logo
You can now adjust the displayed height of your logo when uploading.
To have a successful, functioning volunteer programme, you’ll need to avoid making simple but fatal mistakes. A detailed management strategy that puts the volunteer at the centre of it all is essential.
Volunteer management is like one big machine all the cogs need to work together in order to maintain efficiency, but sometimes this doesn’t always work out and errors are made.
Here are 3 volunteer management mistakes and how to avoid them!
Volunteers will be less inclined to donate their time if they can’t find you online
Avoiding a digital strategy now will cost you more in the future
Your organisation will not be as connected to its supporters
How to fix them
Invest time and money in creating a digital strategy. Many organisations still carry the assumption that going digital will cost them an arm or a leg, but there are several simple, free tools you can start using today. But utilising digital as an organisation doesn’t have to happen overnight. Start off with creating social media accounts and engage with hundreds of communities with the same ambitions as your organisation.
2. Lack of communication with volunteers
Communication serves as a foundation for planning. Without it, it’s very hard to get much done. So when it comes to managing volunteers there’s nothing more important than regular, clear communication. The workload on volunteer managers makes it difficult to keep track of everything and communication is usually the first thing that flies out of the window.
Issues it can cause
Volunteers don’t know what is required of them on the day (arrival time, logistics, location)
The struggle for volunteers to find upcoming opportunities
Frustration from volunteer could lead to their departure from your organisation
How to fix them
Volunteer management software of course! A volunteer system makes communicating with volunteers straightforward. TeamKinetic’s volunteer software comes with several tools to help you stay informed and connected to your volunteers. Automated emails can be sent out to specific opportunities and volunteer subgroups. Feedback functions also allow for regular interactions between the volunteer and opportunity providers.
Good volunteers will be sent to bad places and vice-versa
Potentially allowing a convicted individual to work with a vulnerable group due to low entry standards
Valuable time and energy are used up
How to fix them
When recruiting you should always start by understanding what it is you want out of the volunteer and define the role that is to be undertaken. Our volunteer software allows you to create specific, detailed opportunities with key information such as the volunteer requirements, perks of the opportunity and skills required. The system makes it easy to advertise volunteer vacancies with a click of a button. Opportunities can be shared across a wide range of channels such as social media, email and are linked to do-it.org.
