teamkinetic guide Archives

Welcome to this TeamKinetic Admin Guide. This is essential for any admin user setting up a new TeamKinetic site, or any new member of staff using an existing TeamKinetic site.

In this post, you’ll have access to all the TeamKinetic quickstart videos. You can get help at any time by clicking the ? help icon in the top right of your screen within the system.

Overview

An overview of system users and what functions each user has access to.

A look at the relationships between each user.

Initial Setup

The initial setup steps confirm things like your about us page and other application content.

It’s also important to set up your registration settings including what data to collect, and opportunity categories.

Remember there is always help available on every page by clicking the ? at the top right of your screen.

Look and Feel

During step 3 we will cover how to add your logo, set up all the colours for menus and links, and set your page backgrounds and the home page content.

Your First Opportunity

Adding opportunities is of course a fundamental skill to learn!

We have a number of different types of opportunities and many options available for creating an opportunity that serves your needs.

It can be as simple as a quick opportunity which has only a few questions to answer, all the way up to a complex repeating opportunity that spans months.

Invite Volunteers

Now you have your application set up just how you want it and have some shiny new opportunities ready for your volunteers, you’ll need some volunteers.

One of the quickest and easiest ways to get your volunteers registered is to send them an invite email with a special link they can follow to register.

You can keep track of all your invites by going to Volunteer Management → Invite Volunteer.

Manage Opportunities

Once your opportunities have been added and volunteers are starting to sign up you will spend a good percentage of your time managing your opportunities and the volunteers that have joined.

Our opportunity management dashboard has all the tools you’ll need to communicate effectively with your volunteers, schedule new sessions, place and move volunteers between sessions and lots more. It is probably the major hub for your application.

Create Events

An event is a group of opportunities that has something in common.

Each event gets its own mini-site with a picture that you can share and link to.

Events also show up on the opportunity search page and in the weekly newsletter. This makes it easier for volunteers who are not bothered about what they do but just want to be part of the big event.

Volunteer Rewards

Rewarding your volunteers is vital to maintain and improving retention rates.

We have a few ways you can reward volunteers including the achievement badges, both automatic for hours served and your own Award Badges that you can award for any reason (volunteer of the month etc.).

We strongly encourage you to set up your own Award Badges and bring a smile to your volunteers.

Communication

You’ll need to stay in touch with your volunteers and there is a myriad of ways to do that with TeamKinetic.

There are a range of customisable automatic emails, email groups, email filters (by age, gender etc.), system notifications, Facebook, Twitter and using SMS texts.

You’ll always be in close contact with your volunteers.

Reporting

Reporting and insight are invaluable to finding out what has been going on in your programme.

Here you’ll learn about the various reporting, maps and visualisations that are available out of the box with TeamKinetic.

You can also request custom reports just for your organisation if required.

Mobile Use

Volunteers can download the TeamKinetic mobile app for their Android or Apple phones, allowing them to log in, join opportunities, log hours, update their information and much more.

If you still need some help using TeamKinetic, don’t hesitate to use our live chat feature. This can be accessed under Help and Support.

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

Twitter Facebook LinkedIn YouTube Instagram Podcast

Are you enjoying using TeamKinetic? If you could leave us a review on G2, we’d really appreciate it! We’ll even send you a little thank you.

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’

Tag: teamkinetic guide

TeamKinetic Admin Guide