Bulk Approve, Reject, Waitlist, or Withdraw by Department
Instead of reviewing volunteer submissions one at a time, you can manage a whole department’s applicants at once.
1. On the left sidebar, click Volunteers, then Volunteers list.
2. Under the filter options, select the department you’d like to manage.
3. Once the list is filtered, click the select all checkbox in the top left corner. This selects every applicant in the filtered list. Click Approve, Reject, Waitlist, Withdraw or Tag.
5. If you choose Approve, you’ll be asked to Approve departments & application.
Approve Volunteers
1. Click the arrow next to Approve to choose how you'd like to approve:
Approve applications: Approves the selected volunteers' applications as they are. A window will ask, "Do you want to approve the following volunteers?" Add any comments, review the list of volunteers, and click Approve.
Approve departments & applications: Opens the Bulk approve departments window, where you can review and adjust each volunteer's departments and shifts before approving:
Each volunteer is listed with the departments and shifts they selected. Check or uncheck departments and shifts as needed.
Checking a department marks it as approved, and unchecking a department marks it as rejected. When a department is unchecked, its shifts are automatically unchecked too.
Add any comments, then confirm to approve.
Volunteers will automatically get an email letting them know which departments and shifts they were approved or rejected for.
ℹ️ Info: If you uncheck a department that was previously approved for a volunteer, that department will be marked as rejected, and the volunteer will get an email with their updated department and shift schedule.
Reject Volunteers
1. Click Reject. A window will ask, "Do you want to reject the following volunteers?" Enter a reason or any comments, and review the list of volunteers. Click Reject.
Waitlist Volunteers
1. Click Waitlist. A window will ask, "Do you want to waitlist the following volunteers?" Enter a reason or any comments, and review the list of volunteers. Click Waitlist.
Withdraw Volunteers
1. Click Withdraw. The Bulk Withdraw Application window will open. Add an optional reason for the withdrawal. This information will be sent to all selected volunteers.
2. Review the list of volunteers, including their application, application status, and department details. Confirm to withdraw the selected applications.
Add Tags to Multiple Volunteers
Tags help you organize volunteers, like marking returning volunteers.
1. Click Tag. In the Add Tags to Multiple Submissions window, check the tags you'd like to add, or type a new tag name and click Create Tag.
2. Click Add Tags.
ℹ️ Info: You can use tags later to include or exclude volunteers when sending a group message.
Upload Shifts in Bulk
1. From the event dashboard menu, click on Applications under the Volunteers drop-down menu.
2. Scroll down to the Departments section. Open the department by clicking the three dots on its card and selecting Edit.
3. In the Shifts section, click Bulk Shifts.
4. Click Download template and fill in your shifts in the Excel file.
5. Upload the completed file and save. Double check that all information follows the template, or your shifts may not import correctly.
Delete Multiple Shifts at Once
1. In the department’s Shifts section, check the box next to each shift you’d like to remove.
2. Click Delete Selected Shifts.
Assign a Shift to All Volunteers
1. In the Shifts section, click + assign next to the shift.
2. Check All Volunteers to assign the shift to every volunteer in the department, or select individual volunteers. Click Save.
Assign Multiple Shifts to One Volunteer
1. Scroll down to the Volunteers section, click + assign shifts next to the volunteer.
2. Select the shifts you’d like to assign, or check All shifts. Click Save.
Send a Group Message to a Department
1. In the department’s Volunteers section, click Group Message.
2. Use the filters to choose who receives the message. You can filter by Application, Status, Department, Department Status, Department Shifts, and tags to include or exclude. Write your message and add an attachment if needed.
3. Turn on Include shift and department schedule information to share each volunteer’s schedule with them. Click Send.
Copy Multiple Departments
1. From the event dashboard menu, click on Applications under the Volunteers drop-down menu. Scroll down to the Departments section and click Copy multiple departments.
2. Choose the destination event. This can be the same event or a different one. Check Copy department? for each department you’d like to copy.
3. Click Create copies. Don’t forget to update the titles of your copied departments!
Track Your Progress
After using bulk actions, you can check how your departments are filling up:
Your department cards show shift and volunteer slot progress.
Volunteers > Analytics gives you a full overview. Learn more in Understanding Volunteer Analytics.
Export shift details in each department downloads its shift schedule and staffing.