Organisational settings

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

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. Public holidays
   INVOLVE has a set for each state, which you can select. This sets the public holiday days on the schedule and opt to restrict shifts from being scheduled on these days. You can also add custom holidays or office closures that are not in the standard set.

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 additional ones. For example, you can add a state police check, safe work training or any document you may need to have renewed, like 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 with each type of reimbursement as well as 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 with each type of recognition as well as edit or merge them.

11. Scheduling public holidays
    If the switch is turned on, the schedule in each program will restrict volunteers from being scheduled on that day.

12. Automated shift completion and timesheet creation
    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

13. 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.

Premium tier additional settings

1. Single sign-on
   Turn this on to authenticate securely with your identity provider like Microsoft. All staff users will have this when they next log in.

2. Volunteer creation review process
   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