Volunteers Quick Start
Add volunteers, schedule shifts, and track hours in Expirely.
Get started in minutes
- Go to `Volunteers` in the top nav.
- Click `Add Volunteer` to create your first record.
- Use `Shifts` to schedule upcoming opportunities.
Core workflows
Add a volunteer
- Go to `Volunteers` → `Roster`.
- Click `Add Volunteer`.
- Enter name and contact info, then save.
Upload volunteers in bulk
- Go to `Volunteers` → `Roster`.
- Click `Upload Volunteers`.
- Upload a CSV/XLSX file using the template.
- Confirm the import summary.
Schedule a shift
- Go to `Volunteers` → `Shifts`.
- Click `Schedule Shift`.
- Add role details, date/time, and capacity.
- Assign volunteers or leave open for sign-up.
Log volunteer hours
- Go to `Volunteers` → `Activities`.
- Click `Log Hours`.
- Select a volunteer, enter hours, and save.
Quick tips
- Track onboarding and background checks to reduce no-shows.
- Use tags and notes for special skills or certifications.
- Review the hours trend monthly for impact reporting.
FAQ
Where do I see volunteer impact?
Check the `Volunteers` dashboard and `Reports` tab for hours and trends.
Can volunteers sign up on their own?
Use the Volunteer Portal to collect applications and intake forms.
How do I export the roster?
Use `Export CSV` from the Roster view.