Organisational settings

Learn how to adjust your organisation's checklists, certificate types, statuses, time zone, schedule days, and more. All settings are accessed from the Settings tab under My Organisation and can be adjusted by users with the Billing Owner or Organisation Administrator role.

Organisation settings

1. Organisation name

   As it suggests, you can change your organisation's name. This appears in email communications to both volunteers and staff users.

2. Default timezone

   You should set a default timezone for your organisation to operate in. Staff users can set their time zone in their account settings if it differs.

3. Holidays

   INVOLVE lets you select the public holidays for your state. This displays public holiday days in your program schedules. You can also add custom holidays or office closures not included in the standard set.

4. Holiday scheduling restriction

   If enabled, it will restrict staff from scheduling shifts on days in the holiday list. Recurring shifts that land on these days will be skipped automatically.

5. Shift and timesheet automation

   This can make timesheet creation much easier. If enabled, any shift with a confirmed status will automatically have a timesheet created and the status updated to 'complete' by the system overnight. It will only do today's shifts that night. Learn more about how to automate timesheet creation like this

Volunteer settings

1. Volunteer statuses

   A volunteer is assigned one status at any one time, and these are organisation-wide, not program-specific. By default, there are three: Available, Unavailable and Onboarding, but there is no limit to how many statuses your organisation can have. For example, you could add 'Training', 'Sick', or 'On holiday'.

2. Onboarding checklist

   This is a list of tasks to complete when bringing a new volunteer into your organisation—things like providing or signing documentation, induction days, issuing a uniform, safety briefings etc. A default list is available, but you are encouraged to modify it to suit your specific onboarding requirements. Every volunteer in your organisation will have a checklist to complete.

3. Volunteer tags

   Tagging can be anything you require and is typically done as you create more detailed volunteer profiles. For example, you can tag volunteers when specific training is complete, or if they are a minor or require assistance. From here, you can see how many volunteers are tagged with each, as well as the ability to edit, merge or remove irrelevant ones.

4. Gender options

   By default, we have Male, Female, Non-binary and Prefer not to answer to select from in your volunteers' profiles. You can add as many as you need.

5. Pronoun options

   By default, we have He/Him, She/Her, They/Them and Prefer not to answer to select from in your volunteers' profiles. You can add what you need.

6. Certificates

   These are certifications or checks that require periodic updates, and knowing if a volunteer has a valid one is essential to your organisation. By default, we have three: First Aid Certificate, National Police Certificate, and Working with Children Check, but you can add more. For example, you can add a state police check, safe work training, or any document you may need to renew, such as a volunteer agreement.

7. Certificate expiry notification

   Here you can fine-tune when you are alerted to the upcoming expiry of your volunteers' certificates. You can also select when your organisation requires First Aid and Police Clearances to be renewed.

8. Training

   You can opt to add any training your volunteer completes. These will be ones they do not have to repeat, such as a volunteer induction. From here, you can see how many volunteers have completed each one, as well as the ability to edit, merge or remove irrelevant ones.

9. Reimbursement types

   What you allow to be reimbursed to volunteers. By default, we have an extensive list, but you can remove or add as many as needed. From here, you can view the number of volunteers for each reimbursement type and edit or merge them.

10. Recognition types

    List how your organisation recognises the effort of your volunteers. By default, we have an extensive list which you can customise. From here, you can also view the number of volunteers for each type of recognition and edit or merge them.

Security & Permissions settings

1. Lock notes and timeline comments

   By default, any staff user can edit or delete comments on a volunteer's timeline and notes tab. Turning this on prevents this.

2. Confidential notes

   Set the permission level to ensure greater privacy when recording sensitive details. Note authors, regardless of permission level, will be able to see their own confidential notes. Learn more about adding notes.

3. Single sign-on (PREMIUM TIER ONLY)

   Turn this on to securely authenticate with your identity provider, such as Microsoft. All staff users will have this when they next log in.

4. Volunteer creation review process (PREMIUM TIER ONLY)

   Premium members have an additional staff role of Program Manager, who can add volunteers like a Volunteer Manager. However, this option allows you to review any volunteers Program Managers add by enforcing an approval process. Learn more about staff roles