Removing volunteers

INVOLVE has two options to remove volunteers from your organisation. You can choose to delete or archive.

Archiving

Archiving a volunteer leaves traces of their participation, and they can be restored to a current volunteer at a future date.

How to archive a volunteer from your organisation

Deleting

Deleting a volunteer will remove all traces and historical records, like timesheets. Deleted volunteers cannot be restored.

How to delete a volunteer from your organisation

What happens when a volunteer is archived or deleted?

Below is a quick guide to what happens when a volunteer is removed from your organisation.

Archive

Delete

Volunteer is removed from programs

Any future shifts are removed

Removed from lookups and filters of current volunteers

Historical timesheets and participation removed

Contribution removed from reports

Can be viewed as a past volunteer

Can be restored

Which option is best?

Both archiving and deleting serve different purposes, and this may depend on your organisation's policies or compliance requirements.

Here are some questions to help with the decision:

Yes

Is the volunteer record a duplicate of another and has no participation associated with it?

Delete

Did the volunteer decide to move on before they contributed any time?

Delete

Does your organisation require the retention of time contributed by the volunteer?

Archive

Will you need any of their historical program participation recorded for future purposes, like reporting?

Archive

Are you unsure of what to do?

Archive

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