Category: Technical Updates Page 1 of 7

TeamKinetic 2.6.0 Major Release

This upcoming TeamKinetic 2.6.0 release contains a lot of under-the-bonnet stuff that you won’t really see but will help us support our new and existing customers better. But of course, we’ve added some lovely goodness for everyone as well. We will be working hard to bring these new features to the mobile app but as always they appear first on the web version.

So, let’s take a look at what to expect in this upcoming release…

ToDo Tasks for Administrators

As well as being able to add notes and files to a volunteer’s profile you can now add ToDo tasks. These can be assigned to any administrator, and given a due date.

Administrator dashboards show their assigned tasks with all the information needed to complete them.

We’re interested in your feedback on this new feature, how you envisage using it and what might improve it.

Improved Bulk Volunteer Adding/Removal Tool

If you ever need to add lots of volunteers to lots of sessions then the bulk add tool is perfect for this. If you haven’t seen it yet, check the SESSIONS section of your opportunity management page and hit the blue BULK ADD/REMOVE VOLUNTEERS button.

It has now been improved greatly by the addition of day and time filters for the session selector. Want to add a bunch of volunteers to every session on a Monday that is between 9 and 10 o’clock? We’ve got it covered!

Session No-Show Counters

In the log hours section when managing an opportunity you can record a no-show for a volunteer.


Recording a no-show for a volunteer will now be exposed on the volunteer profile page.


You can filter/search volunteers by the number of no-shows recorded and find those volunteers who might need a little help.

Extended Session Description

Once you’ve added your opportunities you can now edit individual sessions and add longer extended descriptions to each session to help your volunteers choose the correct session.


The volunteer will be able to see the session description on both the initial opportunity advert page and in their opportunity management area.

HTML Styles and Links in Opportunity Descriptions

This a long sought-after feature you’ll be glad to hear is now available for admins and providers. Using the familiar editor you can now spice up your opportunity descriptions with extra styles, colours and features.

Improved and Extended Managed Expenses

We’ve overhauled the managed expenses feature and added some important new functions.

Administrators can now set a per-mile rate for travel claims. When a volunteer creates a claim for travel the approximate travel distance is calculated and displayed. This same distance is shown to the administrator when managing the expense.

Additionally, we’ve added vehicle types, and set expense reasons that you can use to report and organise your expense claims.


The administrator view for expenses has been updated to include the distance calculation, what the claim is for and to indicate if the claim is more than expected for the journey.

AI Assistant for Creating Opportunity Descriptions

Do you get stuck for ideas or need some inspiration when creating your opportunity descriptions? We have a new AI assistant which, with a few keywords, can create your opportunity description for you.


It’s super easy to use and you can play with the keywords to get the right tone and content. Once you hit the use button the description will be put in the regular opportunity description box (now with those extra styles and hyperlink functionality) for you to edit and polish.

Include Volunteer Names in Bulk Emails

Create bulk emails and insert the volunteer name to personalise them. Just click the *|NAME|* replacement and it will appear in your bulk email text. This will be replaced by each volunteer’s name when the email is sent.

Flexible Opportunity Availability

We know that volunteers would like some indication of when a flexible opportunity is available, so we have added a days-of-the-week matrix.


Opportunity creators can indicate which days of the week the opportunity is generally available by checking the boxes. This matrix is included in the opportunity advert for volunteers.

Session Reminder Emails

Administrators can enable an option to send volunteers a reminder email containing their sessions for the next day.

The option is in the super admin > options > email notification section. Previously only those opportunities with custom emails were included, now all volunteers on all sessions will be reminded. The email goes out at 08:30 the day before their session.

Custom Field Improvements

Administrators can add ToolTips to custom fields that have extra information about the question to help it get completed correctly.


When searching/filtering on custom date fields you will now see the familiar date interface with from, after, between etc options. Previously it was a simple text entry where you could only match exact dates.

We have added a new NOT ANSWERED entry for custom yes/no questions so you can also quickly pull up volunteers or providers who have not yet completed this custom field.

Provider Email Improvements

You can now see, edit and resend your provider bulk emails in the same way you can for volunteer emails.


Ad-hoc emails that providers send now always have the provider’s name and contact details clearly in the email. We hope that this enables more direct communication between the provider and volunteer, saving you time and effort.

Improved Layout for Volunteer Profile

There were a few optional portions of a volunteer profile that were separated out, like emergency contact details. In some cases, these were also not editable. They have all been combined into the main volunteer personal details panel now, and can all be editable.


ID and background checks have now been combined into one section, whether you are using digital ID and background checks or manual, everything is in one place now.

The summary details strip has been tidied up and the last login information is now across both desktop and mobile.


When adding a custom award badge you can now adjust the award date so you can retrospectively award badges.


The email delivery checking has been improved to handle more of the special characters that might appear in the subject that was preventing us from being able to match the sent email.

Finally…

There are of course many smaller updates and changes, bug fixes and improvements, the most important ones I’ll list below.

All the Other Stuff

  • Accessibility improvements that help assistive tech users skip repetitive sections
  • Adjust location area on self-managed opps
  • Display the friendly custom email name to make it easier to find emails
  • Added a panel to the provider’s dashboard showing outstanding applications
  • Delete and filter roles
  • Reinstated the location details box for opportunities with no specific location
  • Added custom email for expiring background checks sent to volunteers
  • Added an option to make provider feedback on volunteers optional
  • Fixed bug where only the first selected opportunity badge was added when creating opportunities
  • Trusted provider option to use managed expenses
  • Prevented a batch/bulk email send from failing if a single email was bad
  • Added a bulk email log that can be used to recover failed bulk emails
  • Provider search filter for those with empty profiles
  • Higher contrast map pointers on all maps
  • News items are shown on the provider’s dashboard
  • Download the day schedule as a list
  • Improved font sizing on smaller screens
  • Sends an email to the volunteer when a meeting booking is altered

We encourage you to take a look around the custom email and options area as there are often new emails and options added that you might be interested in. Please get in touch if you have any questions or feedback about this version and remember you can try all this stuff out immediately using your regular admin login at https://beta.teamkinetic.co.uk.

Thank you for supporting TeamKinetic.


You can find TeamKinetic on social media and listen to our podcast:

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Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it!

TeamKinetic 2.5.1 Minor Release

The TeamKinetic 2.5.1 Minor Release is complete and some of you will have already spotted the new stuff!

Reporting Page Speed Improvements

The reporting page is grabbing ever more data for more reports over longer periods. We’d already noticed some slowdowns and some customers had opened support tickets to report load time of 10 plus seconds. We needed to fix that!

  • We have rewritten some of the queries that fetch the data to make them snappier
  • Delayed the fetching of some data until you open the relevant section
  • Fetched the all time and date limited stats after the page has loaded so it won’t block you looking at other reports

It looks like this when you first load the page and the stats will drop in shortly.


The page will load in less than 4 seconds now for even our largest data customers.

New Help and Info for the Custom App

For our admins that have got their own branded app in the Play and iOS stores, we have added a few areas to help them manage the new app.

In the Super Admin > Setup > Custom App section you’ll find all the information you need to explore and communicate to your users about your new all. It contains QR codes, links to the app and a large version of your app icon.

If you want to find out how many people are using the app, registering via the app and joining sessions via the app we’ve got you covered with a new section in the reporting page.

The little tooltips will let you know how each stat is calculated and what it means and the figures are limited to the dates you choose on the reporting page.

Mobile App Download Prompts

We’ve now reinstigated the screen overlay prompts for volunteers who access their dashboard on a small screen to download the mobile app.

If you have switched up to the custom branded app, then the links and QR Codes adjust accordingly.

There is also a permanent notification in the footer, reminding users they can use the native mobile app.

Improved Volunteer Password Reset

After working through the process with the Wildlife Trust (thanks Jake) that had lot of volunteers to import and on-board, we spotted a few places where the process wasn’t as clear and simple as it could be, so we’ve made these changes

  • A clear message if the reset token (from an old email) a volunteer is trying to use is expired or bad. This appears before they try to reset their password; it used to appear afterwards and so some volunteers missed it and thought they had reset their password successfully.
  • Suppose a volunteer resets multiple times in a short period and the existing token is still valid. In that case, the token is not reset and a new email is sent with the same token as included in previous emails. This stops that reset loop of doom where a volunteer uses the reset link and an email is sent, but they don’t receive the email quickly enough, or hit the reset link again by accident. This would result in multiple emails with different reset tokens only the latest of which would work.
  • If a reset token is not valid the volunteer has only the option of sending the reset email again, so if they miss the fail message they can’t try to login, which would be frustrating as it wouldn’t work yet
  • Changed the wording of some of the messaging to make it clearer

All the changes together lead to a more intuitive process and we’ve been logging the outcomes for a while and we are getting far fewer issues.

Email Notification of Deleted Volunteer

Volunteers can remove themselves from your database, an important ability to fulfil your GDPR responsibilities. Previously, although the hours were anonymised and retained, the admins would have no idea that a volunteer had removed themselves.

We’ve added an email notification to the main admin which will tell them which volunteer and email address has been removed.

This clears the path to a future update that will allow admins to pick the level of detail they wish to retain when a volunteer is removed. Keep an eye out for that update.

Volunteer Registration Form Improvements

We’ve added some new messaging and prompts to aid volunteers in completing the location section, which has been an issue for some.

Volunteers cannot proceed when entering a UK postcode until they have hit the search button and selected an address from those available.

This will help those volunteers who find they cannot proceed but don’t know why.

Session Number Filter

Added a session number filter to the volunteer search so you can filter your volunteers by the number of sessions they have joined in addition to the existing filters for number of opportunities and hours logged.

Length of Service Added to Volunteer Search

Just a little something that might help, next to the registration date for volunteers is a year and months since registration figure so you can quickly see how long they have been volunteering.

New Volunteer Search Filters

You can now filter by;

  • volunteers that have never logged in (imported but not logged in)
  • volunteers awaiting parental consent (remember you can resend the parental consent email and update the parental email from the volunteer management page)
  • Expiry date of qualifications
  • Date a volunteer last applied for an opportunity

We add filters to this area regularly so it is always worth a quick scan down the filter list occassionally.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We might even send you a little thank you.

Woman using computer

Accessibility Statement

Our Commitment to Accessibility

At TeamKinetic, we are committed to ensuring our software platform is accessible to all users, regardless of their abilities or disabilities. We strive to follow best practices and standards to provide an inclusive user experience that caters to diverse needs.

Accessibility Features

We have implemented several features on our website to enhance accessibility, including but not limited to:

  • Keyboard Navigation: Users can navigate through the website using a keyboard, without the need for a mouse.
  • Screen Reader Compatibility: Our content is designed to be compatible with screen reading software, enabling visually impaired users to access information.
  • Text Alternatives: We provide text alternatives for non-text content to ensure that all users can understand the information presented.
  • Consistent Layout: Our website follows a consistent layout and design to facilitate ease of use and navigation.

Limitations and Areas for Improvement

Despite our best efforts, there may be instances where certain aspects of the website are not fully accessible. This may occur due to:

  • Third-Party Integrations: Some sections of our website may include third-party tools or plugins that we do not have full control over. These may not meet our accessibility standards.
  • Technological Constraints: Rapid technological changes may sometimes present challenges that affect our ability to provide fully accessible experiences.
  • Design Trade-offs: Balancing aesthetic design and functionality can occasionally impact the accessibility of certain elements.

Feedback and Assistance

We value feedback from our users and continually seek to improve the accessibility of our website. If you encounter any accessibility barriers or have suggestions for improvement, contact us at info@teamkinetic.co.uk.

Contact Us

For any assistance or to report an accessibility issue, please reach out to our support team:

  • Email: info@teamkinetic.co.uk

We appreciate your patience and understanding as we work to improve the accessibility of our platform. Thank you for helping us create a more inclusive environment for all users.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

New TeamKinetic Integration for the Big Help Out 2024

We are very excited (and exhausted) to bring you the new TeamKinetic integration for The Big Help Out with DoIt, the platform supporting the 2024 campaign.

We have a video which will take you through the steps and explain the process and you can read a little more about how to register with DoIt and finding your API key with this little piece from DoIt.

The Process

It starts from your super admin menu; find the SETUP page and then the API & Integrations section. You’ll find a section titled DoIt (The Big Help Out).


Here you will find the registration link. This link will allow you to register with DoIt and also join the Big Help Out application. If you already have a DoIt account you should still follow this link as it will check to make sure you already have the Big Help Out app and if not ask you for permission to add it.


Once you have completed the registration process you’ll end up at your DoIt dashboard. On the left hand side hit the Org Settings menu and then look for the Integrations section. In that section you’ll find the API key bit you need.


Hit the generate new key and a new key will be created and displayed on the screen. There is a COPY KEY button you can use to copy the key to your clipboard. Once you have it copied return to your TeamKinetic app and paste the API key into the box ‘Your API Key’ and hit SAVE.


TeamKinetic will scurry off and check that we can connect to your DoIt account and confirm this by displaying your current list of DoIt apps as above. If you see an error message check your key and try again.

That’s it for the setup, from now on when you create an opportunity, on the Promoting and Sharing tab, you ‘ll be asked if you want to share to DoIt and to select the app you want to share to (The Big Help Out in this case).


When managing the opportunity you’ll see in the sharing tab that the oop is shared along with a link to view the opportunity on DoIt and also a button to remove the opportunity from DoIt.


When potential volunteers find your opportunities on The Big Help Out, there is an external apply link that they follow which leads them back to your TeamKinetic website where they can register and join your opportunity. Even if they have a DoIt account they will still get returned to your website.


Providers can also link their own DoIt account in the same way, and share their opportunities to their own DoIt account. This is preferable if you can encourage your providers to do this as it keeps everything nice and tidy and aligned without the potential for duplicating opportunities between one of your partners and yourself. Providers can enter their API key from the Account > Details & Setup page on the integrations tab.


It doesn’t matter whether the opportunity has been uploaded to your DoIt account, or directly to a provider’s DoIt account, the resulting opportunity on DoIt will be the same and the potential volunteer will end up back at your website.

Once you’ve managed to create your account and paste in your DoIt API key it’s super simple from that point on and you’ll soon be sharing your opps to The Big Help Out 2024!


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic 2.5 – Search is now turbo charged

The latest major release is now complete! Say hello to TeamKinetic 2.5.

Here are the great new features you can look forward to.

Watch our masterclass on all the key new features now:


Save your favourite searches and set a default


Create your personalised smart search and save to your profile to retrieve anytime. You can set any search as your default for the volunteer, opportunity and provider search pages. So as soon as you open one of those pages you’ll get the results you need immediately.

You can set your defaults across all the search pages in one go from your profile area. (The person icon at the right of the top menu.)

New Search Filters

We’ve added some new filters to the volunteer and opportunity search pages;

  • Date volunteer last logged hours
  • Volunteers waiting for parental consent (in the type sub-filter)
  • Opportunity ID check required
  • Is opportunity accessible
  • Opportunity applicant statuses
  • Providers with open applications

It’s always worth checking the search filters as they get added and improved constantly.

Watch it in action:


Full WYSIWYG rich text editing everywhere

Anywhere you can email a volunteer or a group of volunteers, you’ll now have access to the full rich text editing features and can include images, links and files.


This includes the volunteer search page, opportunity pages, volunteer profile pages. Basically anywhere you can email, expect to see the rich text editor.

Watch it in action:


Volunteer self-reported extra volunteering

We are very excited to reveal that volunteers will now be able to create their own complete record of volunteering and capture all their opportunities and hours.

Volunteers can add a description, the organisation and any hours donated. These will be included in their own record of achievements and hour totals.


Admins are notified when a volunteer adds their own extracurricular volunteering. If they wish, they can certify it and include it as approved hours. Those certified extra volunteering activities will be converted into the regular owed hours (now all termed ‘Extra Volunteering’) type opportunities. These will be included in reports and act as regular logged hours throughout the application.

Watch it in action:


Email send reports

We all know how frustrating it is to send emails to lots of volunteers. Some of them just don’t make it for various reasons.

Now, when you view the email log for any volunteer you will notice a little link next to the subject ‘check delivery’. This small little link will reveal what happened to the email, if it was sent, if it was received, and if opened.


Perfect if you need to know if a volunteer is receiving the emails you are sending.

Watch it in action:


Mark a volunteer as finished on any opportunity type

For long-running opportunities, you can end up with lots of inactive volunteers (those with no future sessions left) clogging up the volunteer list and email lists. Previously you have only been able to remove the volunteers completely from the opportunity which has the undesired side effect of also removing their contribution to the opportunity… not ideal.

We have re-engineered the ‘finished on this opp’ feature. It was previously available on flexible opportunities only, but it has been expanded to all opportunity types.


When selecting volunteers on an opportunity you’ll have an extra function ‘Mark as Finished’ which gives you a few extra options as well as just marking as finished. You can hide the volunteer from the provider completely on the opportunity page and you can also prevent the volunteer from joining any new sessions if you wish.

Watch it in action:


Merging volunteer accounts

It doesn’t happen often, but occasionally a volunteer has unexpectedly registered twice with different email addresses.


This works similarly to the merge provider feature and will copy all the sessions and hours from the volunteer you are viewing to the selected volunteer.

Watch it in action:


Sharing private notes


The private note area has been super useful for lots of our users, and the provider equivalent lets the provider also store private notes for their use against a volunteer.

Admins can now choose to share their private note(s) with providers if they feel it would be useful. And vice-versa: providers can share their private notes with system admins.


Additionally when a provider shares a private note to the admins a notification is sent, in case its important.

Watch it in action:


There are of course many other fixes and improvements;

  • Impersonate a volunteer directly from the opportunity management page,
  • Update expense claims status in bulk,
  • New customisable emails,
  • Tooltips won’t get lost over the edge of small screens.

TeamKinetic 2.5 is scheduled to go live on May 6th. But before we go live we need your feedback! Test all this out right now on https://beta.teamkinetic.co.uk/vk/admin using your regular admin login.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

Launching the new TeamKinetic App and Tempo Integration

Thank you to everyone who attended our launch event for the new TeamKinetic app and Tempo integration! We hope everyone is as excited about these developments as we are now! If you couldn’t make it, don’t worry, we’ve rounded up everything you need to know in this blog post.

Please also see this folder for all the key docs you need, including all the presentation slides.

Session Recording

The recording from the session can be watched below, or via this link, please see the chapters for all key moments:


Jump to: App · Tempo


New TeamKinetic App

You can download our app for free on iOS and Android now. Just search ‘Volunteer with TeamKinetic’ or click the links below.

If you are an enterprise user wanting to discuss adopting a white-labeled app, please fill in this form

Key Questions About the App

Q: When will features such as resources, hour trades and ID badges be available in the app?

A: They’re coming in the next update, hopefully in the next couple of weeks.

Q: Does the app send reminder notifications for upcoming opps, new opps, feedback reminders, messages, etc?

A: It will send notifications (if allowed) about key things such as upcoming sessions. We could look to add further notifications (e.g. for feedback and logging hours) in the future.

Q: Will providers and Admins be able to log in to the app?

A: Not currently. We’re looking at how we can better support these users on mobile, we’re looking at developing a separate app for these users in the long-term. But right now, they can still log in to TeamKinetic through their mobile device’s browser to take TK on the go.


Tempo Integration

If you’re interested in rewarding your volunteers with Tempo Time Credits you can get started now.

See the slideshow below for full details on how to get it set up.

If you need to get in touch to discuss your options, please see the image below to find out who to contact.

Chat with Chris: https://savvycal.com/Chris-Martin-fd7fab21/Tempo 

Chat with Rachel: https://savvycal.com/rachelgegeshidze/9d48a957

Interested in finding out more about Tempo? Visit their website and follow them on TwitterFacebookLinkedIn and Instagram.

See also: our blog explaining the integration in more detail.
Tempo’s guest blog about the work they do and their impact.

Key Questions About Tempo

Q: Is Tempo looking to create networks in new areas, such as across Scotland?

A: Yes! Tempo are currently working with a few organisations across Scotland to look at how they can widen their network and provide experiences for users in Scotland. If you’re interested in contributing to this, please reach out to Rachel.

Q: Can Tempo account for legacy hours within TK?

A: Yes, that’s a decision you can make when you implement Tempo. This may involve setting a date to determine when hours are counted from.

Q: Can my volunteers use credits for experiences outside of our area?

A: Yes, volunteers can redeem credits for experiences anywhere! They can also gift credits if they’d like.

Q: Do Tempo Time Credits affect benefits?

A: No, Time Credits are seen as gifts so will not have an impact on people’s tax or benefits. Credits always have a time value, not a financial value.


Thank you for reading about the new TeamKinetic App and Tempo Integration. As always, please get in touch if you have any questions. 

Thank you for being a part of the TeamKinetic community!

You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

Volunteer Reward and Recognition just got easier with TeamKinetic and Tempo Time Credits

Looking to supercharge your volunteer reward and recognition? Well, within the TeamKinetic volunteer management system, you can now give your volunteers Tempo Time Credits for all their hard work.

Who are Tempo? What are Tempo Time Credits?

Tempo is a registered charity that builds local and national organisation networks by bringing people together in their local communities to carry out valued voluntary work. 

The Time Credit model recognises and rewards volunteers for the hours they give. Volunteers can exchange Time Credits for experiences, products or services – like cinema tickets, entry to visitor attractions or even a coffee and a slice of cake! These experiences, products, and services are provided by their ‘Recognition Partners’.

How does Tempo work within TeamKinetic?

Volunteer reward and recognition has never been easier. Within TeamKinetic, Admin users will control the whole process. They can decide which opportunities merit Tempo Time Credits and determine how many credits are available. 

Meanwhile, your volunteers can seamlessly join Tempo. They’ll gain instant access to their credit balance and local offers directly from their TeamKinetic dashboard. Once volunteer hours are confirmed, the conversion process is a breeze. They can effortlessly exchange their hours for Tempo Time Credits, giving them the freedom to spend or gift them as they choose.

Getting started with this integration depends on a few factors. Are you a TeamKinetic Enterprise user? And do Tempo have a recognition network set up in your area?

See below for a map of where Tempo presently operates:

If Tempo aren’t in your area, fear not! You can discuss your options with Tempo’s CEO Rachel. Also, if you’d like to become a recognition partner yourself, there is opportunity to do that. This would involve offering experiences for volunteers to redeem with their Tempo Time Credits.

The Impact of Tempo Time Credits

Not convinced yet? Read all about the impact Tempo can make for volunteers and communities below:


And see this great video for a visual look at Tempo’s impact:


Frequently Asked Questions

How can I get started?

Please see the graphic below for more instructions.

Book a chat with Chris: https://savvycal.com/Chris-Martin-fd7fab21/Tempo 

Book a chat with Rachel: https://savvycal.com/rachelgegeshidze/9d48a957

Can you provide more details on the specific benefits or incentives offered through Tempo Time Credits, such as examples of experiences, products, or services that volunteers can redeem?

Redeemable services include: classes at the local leisure centre, shows at the local theatre, and a day out at the zoo. You can read case studies from volunteers using Time Credits in this report.

How does TeamKinetic ensure the security and accuracy of volunteer hour tracking within the system to facilitate the seamless exchange of hours for Tempo Time Credits?

Only provider-confirmed hours will contribute towards the amount of Time Credits available for redemption. Furthermore, limits can be set on how many credits can be redeemed per opportunity/in a certain amount of time. Rolf will work with you to set these guidelines.

Are there any potential costs or fees associated with integrating Tempo Time Credits into the TeamKinetic volunteer management system, either for organizations or volunteers, and how are these managed or mitigated?

Yes, you will have to set up a contract with Tempo. However, on the TeamKinetic side, there is no extra charge to get this activated within your system.


In the meantime, you can read more from Tempo themselves. Their CEO Rachel was kind enough to write us a lovely guest blog all about Tempo and the great work they do.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

The New TeamKinetic App

After a long period of development, we’re thrilled to announce the launch of the new TeamKinetic App! The app is free for all, and our Enterprise users have the option to adopt their own white-labeled version.

The Power of TeamKinetic at Your Fingertips

The new TeamKinetic app brings the power of our desktop platform to your pocket.

Our new app is more user-friendly and modern with a redesigned and intuitive interface. We’ve ensured that the user experience is consistent across Android and iOS devices, so no matter what platform your users prefer, they’ll enjoy a seamless and unified experience.

With the new app, your volunteers will now have access to features such as expenses, roles, the ability to apply for opportunities, document uploads/downloads, and profile management. 

The base TeamKinetic app will be free for all users, including all the material and support required for everyone to use and share with their volunteers.

However, if you’re an Enterprise user, you can access the exciting new ability to have your app white-labeled.

White-labeling

All enterprise users can have a branded version of the TeamKinetic app tailored to their organisation’s unique identity.

Your logo, brand colours, and unique app store name will be used, creating a seamless extension of your brand. Customisation will not include functional elements; all apps offer the same features.

White-labeled applications will also allow volunteers to register directly within the app, streamlining the onboarding process.

The yearly cost for a white-labeled application is £800 per year and can be added directly onto your existing yearly fee. All white-labeling will be done on a first-come-first-served basis as we have to roll these out gradually.


How to download the TeamKinetic App

You can download our app for free on iOS and Android now. Just search ‘Volunteer with TeamKinetic’ or click the links below.

If you are an enterprise user wanting to discuss adopting a white-labeled app, please fill in this form

We can’t wait for you to explore the enhanced capabilities of our new app.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

 

Have you enjoyed using TeamKinetic? If you could leave us a review on Capterra, we’d really appreciate it! We’ll even send you a little thank you.

TeamKinetic 2.4.1 Minor Release

The latest minor release is out in the wild now. Here are the big things to watch out for in the new TeamKinetic update.


Tempo Time Credit Integration

This is super exciting and we will be covering this in some other posts and communications.

If you join the Tempo Time Credit scheme, your volunteers will be able to exchange hours they log in TeamKinetic for real-world rewards in their local area. It’s a fantastic way to reward and recognise your volunteers.

The process is fully integrated and volunteers can register and exchange hours from right within the TeamKinetic app. You can find out more on the Tempo website.

Please fill out this form if you’re interested: https://forms.gle/ryvW7cs3yGJGNnV26

TeamKinetic update: screenshot showing Tempo Time Credits integration

First Advantage Digital Check Integration

Another first for volunteer management software. We have integrated the First Advantage digital and criminal check service right into the TeamKinetic app.

As an admin, all you need to do is select the volunteer whose identity you want to check or perform a criminal check on and hit a single button! The volunteer will be contacted to download an identity check app to their phone, proceed to verify their identity, and then the criminal check will be performed and the results fed straight back into TeamKinetic. We expect most checks to be completed within 48 hours.

It’s also possible to perform in-person identity checks and just use the service to complete the criminal check if you are satisfied with the documents presented.

If you’re interested in integrating your identity and criminal checks directly into your volunteer programme, please fill out this form: https://forms.gle/ryvW7cs3yGJGNnV26

TeamKinetic update: image showing the integrated criminal check process

Gender and Birth Sex

We have now successfully decoupled our gender and birth sex questions. Previously we collected the birth sex answer as part of the gender question and you might have noticed that Female/Male was always appended to your own gender list.

We used this answer to define a birth sex of female or male so that if opportunity creators restricted an opportunity by sex we could correctly identify those volunteers that matched.

We’ve been monitoring the usage of the sex-restricted opportunities and it has been going down and down so we decided it was the right time to break this a little so we can get our gender/sex position correct.

You’ll see two new options in the Super Admin Settings > Options menu under the registration section that you can use to switch on/off the Birth Sex and Gender questions. If enabled the questions will be asked at registration and also within the volunteers profile.

If your organisation has no sex-restricted opportunities then the birth sex question will be switched off. We have also retained the female/male responses in your gender lists, but they are now editable, and if you wish you could remove them and use cisgender or whatever your organisation prefers.

Screenshot showing changes to the sex/gender questions in the registration form

Disability and Support Questions

We have also split up this section into two optional registration questions so you can choose to ask if a volunteer considers themselves disabled and/or if they have any extra support issues. We know that for some organisations it is not appropriate to ask or record if a volunteer is disabled but it’s still useful to know about any support issues you can help with.

These options can be found in the REGISTRATION section of the Super Admin Settings > Options menu.

Along with the now optional sex and gender questions you can now have a really minimal registration page which we would always advocate if you don’t need the extra data.

Screenshot showing the volunteer registration form without any gender/sex questions

Auto Deletion of Volunteers

We recognise that storing old data can be an issue, both for GDPR and reporting. It has always been possible to delete volunteers based on a filter like login activity but it was manual. We have added a new feature where you can switch on auto deletion and enter the period of inactivity after which to remove the volunteers.

Matching volunteers will be marked for deletion if they have not logged in within the period you specify, which is 12 months by default. Then after 48 hours, they will be removed and their hours saved in the usual way for deleted volunteers.


Recording No-Shows

For some of our customers, no-shows can be a real issue and while it has been possible to check volunteers in via the day schedule report page, and for volunteers to self-report as a no-show, we’ve not supported an admin method to record the no-show.

You can now do this for single or multiple sessions in the past from the Log Hours section of the opportunity management page. This data is being recorded and once we have some more to work with we will be reporting this data back via the reporting pages and volunteer management page.

Screenshot showing how users can record a no-show volunteer within TeamKinetic now

Volunteer Status

In the past we have had three possible statuses for a volunteer; newly registered with no access, access granted, and access revoked. We have extended this to include a retired status, a revoked due to safeguarding issues, and an under-review status. These status changes have also been added to the webhook actions so your connected applications can be notified when a volunteer’s status changes.

Screenshot showing the different volunteer access options

More Automated Notifications

We’ve added a few more email notifications to try and streamline the pre and post-session operation.

If you utilise the custom opp joining email to let your volunteers know more details about the opportunity once they have joined, then we will resend that email the day before a volunteer’s next session, just to remind them!

We have also added an editable post-opportunity period setting so that you can control how long after a volunteer’s last session on an opportunity they receive the post-opp reminder email (or you can switch it off entirely). If the opportunity has a post-opp survey or document this will be appended to the email.

Screenshot showing the TeamKinetic settings for Email Notifications

The eagle-eyed amongst you will also notice in that screenshot that you can now also choose to include or exclude events in the weekly email newsletter that is sent every Friday.


There is of course, as always, the usual bug fixes and small changes that we hope make your day-to-day interaction with TeamKinetic better and better.

Many thanks to all our customers who open support tickets and new feature requests that helped shape this TeamKinetic update…keep them coming in!


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Have you enjoyed using TeamKinetic? If you could leave us a review on G2, we’d really appreciate it!

TeamKinetic 2.3.1 Minor Release

Following on from 2.3.0 which was a pretty large minor release we have some new updates for you which came about from support tickets and chats about the latest version

Easier Volunteer Reporting

We get asked pretty regularly what ACTIVE means and how to find out how many active volunteers there are or other criteria about active volunteers. Active volunteers are those that have joined a session OR logged hours on a flexible opp between the dates selected.

To this end, we have split the basic reporting available for volunteers into an ACTIVE and a REGISTERED tab. So any figures you are looking at in the active section will represent volunteers that have joined a session OR logged hours on a flexible opp between the dates selected. The registered section will show the data for volunteers that have registered between the dates selected.

More Volunteer Search Filters

To help with discovering your active volunteers we have also added new filters called ACTIVE/INACTIVE to the volunteer search pages so you can search for activity or lack of it between dates.

If you need to find out how many volunteers have a pending application or have been waiting for a long time for their opp application to be processed you can use the new Application Status and Date Last Applied filters.

Block Access to Volunteer Uploads

Providers were able to always view the documents and qualifications that volunteers uploaded if the volunteer was linked to the provider. There is now a new super admin option where you can switch this off so that only administrators can view these documents.

Opportunity Promotion for Providers

Providers are now able to send the opportunity promotion email straight to all their linked volunteers via a checkbox in addition to being able to add emails manually.


You can find TeamKinetic on social media and listen to our podcast:

Twitter       Facebook       LinkedIn       YouTube       Instagram       Podcast

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