Category: Training

TeamKinetic Guide for New Staff Members

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On 3rd May 2022

In Application Features and Tutorials, TeamKinetic Features, Training, Volunteer Management

Here at TeamKinetic, we appreciate that new staff members aren’t going to be able to jump straight into using our system to manage their volunteers. They’re going to need a bit of help – but don’t worry, we’ve got that covered with our TeamKinetic guide for new users!

If you have a new starter, or you’re starting somewhere new yourself, this blog is for you.

Here are some ways we can get you up and running managing volunteers on TeamKinetic…

Quickstart Guide

Our ‘Getting Started with TeamKinetic’ Guide is usually for completely new customers with new systems. However, in this case, it can be a good way to help people get to grips with the system.

The workbook covers all the basics, such as:

  • Creating and Managing Opportunities
  • Inviting Volunteers
  • System Configuration
  • Logging Hours
  • Rewarding Volunteers

If you have a new staff member who will be acting as an admin on your system and would benefit from playing with an empty system, give us a shout and we can set them up on one of our demo sites. This way, they can explore without altering anything on your existing system!

You can contact us via the live chat on our website.

Training Sessions

If you’d like to get stuck in as soon as possible and need some direct help from us, we’ll get you booked for a training session with our Implementation Manager, Steve.

Steve is a great trainer and will go through everything you need to know to do your job effectively! Training takes place online and can even be recorded and saved for future reference. Training is always personalised to you and your needs. This makes it one of the quickest and most beneficial ways to get started with TeamKinetic.

If you’d like to book 1-on-1 training, contact us via the live chat on our website, email Steve directly, or give us a call on 0161 914 5757.

Alternatively, you can join one of the open training sessions being held throughout the year. These are open to any TeamKinetic users and can be booked by going to ‘Help and Support’ –> ‘Extra Training’.

These sessions will take an in-depth look at how to use TeamKinetic on a day-to-day basis to manage your volunteer programme better.

After completing this training, you will have:

  • A good understanding of how each user type interacts with the system
  • How to communicate effectively,
  • Best practice for managing your volunteers and service providers.

Built-in Support


If you consider yourself tech-savvy and want to figure it all out yourself, our built-in support can help. Just click the (?) icon in the top right corner. You should be able to find tips on every part of the system. 


This will open up our Help and Support menu.
This menu is searchable and should cover all aspects of the system.

Most convenient, it will show you a list of help topics relevant to the page you’re currently on.

Need a bit more help than you first thought? You can also access the Quickstart Guide and Tutorial Videos from this menu.



Anything you’re still not sure of?
Our Live Chat feature will get you in touch with one of us and we’ll help you out!

There is a TeamKinetic guide for any type of user – not just new starters!

Please note our operating hours are 9am – 5pm BST. Any contact outside of these hours may experience a delayed reply.

You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’

Training Module: Using TeamKinetic to Manage Your Volunteer Programme

By

On 11th March 2021

In TeamKinetic Features, Training

An exciting in-depth look at how to use TeamKinetic on a day-to-day basis to run your volunteer programme.  Partly hands-on, your tutor will talk you through setting up opportunities and allow you to see the system from different users perspectives. At the end of this training session, you will have a good understanding of how each user interacts with the system and how to communicate and manage your volunteers and service providers.

Who Should Attend?

Either new employees who have taken over the role of administrator OR existing administrators who would like a refresher of all the main functionality.

What Does It Cover?

A practical session where attendees will experience the system from each users perspective covering the following:

  • Registering as a provider
  • [As a provider/admin] Creating an opportunity
  • Registering as a volunteer
  • [As a volunteer] Joining the opportunity
  • [As a provider/admin] Managing and communicating with volunteers on the opportunity
  • Searching for volunteer/s
  • Search filters explained
  • Sending volunteers an email/sms text
  • Volunteer/Provider bulk emails
  • Adding volunteers without an email address
  • Inviting volunteers onto the system
  • Achievement badges
  • Criminal checks
  • Volunteer groups
  • Meetings
  • References
  • HourTrades
  • Events
  • Standardising activity tags
  • Accreditation badges
  • Shared opportunities
  • Adding Courses
  • Reporting library explained
  • Exporting information
  • Notifications
  • Volunteer news
  • System support

How Do I Sign Up?

You can access this training from your HELP > EXTRA TRAINING menu. Purchase the number of credits you need and then click on the BOOK button and select your dates.

You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’

Training Module: Setup and Configuration

By

On 5th February 2021

In TeamKinetic Features, Training

TeamKinetic is a powerful volunteer management tool with a huge amount of functionality to suit every type of organisation. The key to maximising its impact on your volunteer programme is the configuration options. This training session covers a basic introduction to the different types of users and how to set up your TeamKinetic system to work specifically with your organisation. Do you want external organisations to be inducted before they can create opportunities? Do you want external organisations to be able to register at all? All these types of settings will be explained in detail during this extensive configuration training session.

Who Should Attend?

Either new administrators OR existing administrators who would like a full refresher on the configuration options available within TeamKinetic.

What does it cover?

Introduction

  • Key benefits
  • User types explained

First Steps

  • Organisation profile page
  • Changing the About Us page and T&Cs
  • Linking to social media accounts
  • Customising the look and feel of your site
  • Customising registration & volunteer profile fields
  • Configuring opportunities
  • Setting up electronic reference Forms

Users and Administrators

  • Configuring user access to your system
  • About trusted providers
  • Creating admin accounts

Communication and Information

  • Auto SMS & email communications
  • Customising emails
  • Document hub (Adding files for access by other users)

Reporting and Data

  • Setting up custom geographical areas for reporting
  • APIs and Widgets
  • Customising achievement badges & award badges

Other general settings

All the other settings that are available and what they mean for your organisation and programme.

Questions and Workshops

Any questions will be answered and workshopped in the final segment, helping you to apply what you have learnt to your own unique programme.

How do I sign up?

You can access this training from your HELP > EXTRA TRAINING menu. Purchase the number of credits you need and then click on the BOOK button and select your dates.

You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’

Training Module: Using TeamKinetic to manage your volunteer programme.

By

On 20th November 2020

In TeamKinetic Features, Training

An exciting, in-depth look at how to use TeamKinetic on a day-to-day basis to run your volunteer programme. Partly hands-on, your tutor will talk you through setting up opportunities and allow you to see the system from different users perspectives. At the end of this training session, you will have a good understanding of how each user interacts with the system and how to communicate and manage your volunteers and service providers.

Who Should Attend?

Either new employees who have taken over the role of administrator OR existing administrators who would like a refresher of all the main functionality.

What does it cover?

Volunteer Life Cycle

A practical session where attendees will experience the system from each users perspective covering the following:

  • Registering as a provider
  • [As a provider/admin] Creating an opportunity
  • Registering as a volunteer
  • [As a volunteer] Joining the opportunity
  • [As a provider/admin] Managing and communicating with volunteers on the opportunity

Managing Volunteers

  • Searching for volunteer/s
  • Search filters explained
  • Adding volunteers without an email address
  • Inviting volunteers onto the system
  • Criminal checks
  • Volunteer groups
  • Meetings and Inductions

Recognition and Rewards

  • Achievement badges
  • OpenBadges
  • HourTrades

Managing Opportunities

  • standardising activity tags
  • Shared opportunities
  • References
  • Events
  • Accreditation badges

Reporting and Insight

  • Reporting library explained
  • Exporting information

Effective Communication

  • Notifications
  • Volunteer news
  • Sending volunteers an email or text
  • Volunteer/Provider bulk emails

How to get Help

  • Support tickets
  • Contextual help

Questions and Workshops

Any questions will be answered and workshopped in the final segment, helping you to apply what you have learnt to your own unique programme.

How do I sign up?

You can access this training from your HELP > EXTRA TRAINING menu. Purchase the number of credits you need and then click on the BOOK button and select your course and dates.

You can check the latest training dates from within your system. Just go to ‘Help & Support’ → ‘Extra Training’

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