HL Volunteer Manager

1. Locate and copy application form from previous year – recommended titling by year:

2. Locate and update “acknowledgement email (global) template:

3. Locate and copy previous years’ role in system; you may have to filter to see roles whose deadlines have already passed

4. Update opportunity text to include updated dates, links to role descriptions, FAQs, etc. 

• Chose new application form
• Set primary contact (who should receive notification of applications and who is listed on the opportunity page)
• Set dates (if not done in previous step)
• Set acknowledgement email template to “acknowledgement email (global)

5. Click “next step: application builder”

• No edits needed on this page

6. Click “next step: invitations”

• IMPORTANT: slide blue dot all the way to the left to make the number of preselected volunteers 0

7. Click “last step: add specific volunteers”

8. Click “finish”

9. To view the opportunity live, find the opportunity by using the filter and choose “view opportunity details” from the drop-down:

1. Find role in system; you may have to filter to see roles whose deadlines have already passed

2. Click “X applications awaiting approval”

3. Click “view application”

Copy and paste the text from the application to a Word doc and save as PDF; download resume/CV; share PDF and resume/CV with current nominating committee

1. Find role in system; you may have to filter to see roles whose deadlines have already passed

2. Click “X applications awaiting approval”

3. Select individuals by clicking to be approved and click “approve selected”