HandsOn Training for Nonprofit Partners

HandsOn Genesee provides training for our nonprofit partners who want to use this site. This website provides your organization with a way to recruit new volunteers but it also does a lot more. You can track your entire volunteer program on the back side of the site and more.

We will provide you with a printed copy of the user manual and you will also be able to access the online version. Please contact or .

The training does require an investment of time on your part but afterwards we hope you'll agree that it was worthwhile. We also provide you with a binder and training manual.

Depending on your abilities, you can move through several modules per training appointment. We'll work at your pace. Some people are done training in two visits from us, others may need more. Follow up support is always available. Here's what you'll learn:

Navigating the HandsOn Genesee Website

Navigating the site and explanation of all of the tabs & menus
1. Questions about HandsOn Connect
1.1 Getting Help

Creating an Organizational Profile

2.1 Login in and getting started
2.2 Overview of the Home Tab and HandsOn Connect interface
3. Updating your Organization's Information
3.1 Working with the My Organization Tab
4. Switching to the Volunteer portal (public site)
4.1 Accessing the Public Site

Creating a Volunteer Opportunity using VOW

5. Creating a Volunteer Opportunity
5.1 Using the Volunteer Opportunity Wizard in the partner portal
5.2 Understanding the Volunteer Opportunity Overview (partner portal)
5.3 Opportunity Description (partner portal)
5.4 WYSIWYG Editor Basics
5.5 Submitting your Volunteer Opportunity for Approval
5.6 Working with locations

Additional Options for use with the VOW

6. Additional Options
6.1 Add Opportunity characteristics, metrics and restrictions (partner portal)
6.2 Related Lists for Volunteer Opportunities (partner portal)
6.3 Creating a Skill Rating (partner portal)
6.4 Custom questions for Volunteer Opportunities (partner portal)

Working with Volunteer Opportunities & Teams

7. Working with Volunteer Opportunities and Teams
7.1 The Volunteer Opportunities Tab (partner portal)
8. Creating a Team
8.1 Understanding Teams
8.2 Rules governing team sign up on the public site
8.3 What happens when a captain submits a team from the public site?
9. Adding a Small Team Administratively
9.1 Administratively Creating a Volunteer Team
9.2 Individually Adding Team Members
10. Batch Adding a Large Team Administratively
10.1 Batch adding Team members

What happens when a volunteer signs up for an opportunity

11. What happens when a volunteer signs up or expresses interest in your opportunity
12. Confirming Volunteers who have "Expressed Interest"
12.1 "Express Interest" Connections-confirming or declining Volunteers

Understanding "To be scheduled" Opportunities

13. "To be Scheduled" (ongoing) Volunteer Opportunities
13.1 When should I create an Ongoing (to be scheduled) opportunity instead of a lot of occurrences?

Occurrences

14.1 Creating an Occurrence (Partner Portal)
14.2 Occurrence Record Saved View (partner portal)
15. Making Changes to reoccurrences, occurrences and opportunities
15.1 Canceling or rescheduling Occurrences- How to update existing connections

Using the "Connections Grid" to monitor and manage volunteers

16.1 Connections Grid overview
16.2 Using the Connection grid to send emails to volunteers
16.3 How to add "guest" (anonymous) volunteers to an occurrence
16.4 Printing check-in sheets
16.5 Marking Attendance and verifying service hours

Connection Record

17.1 Working with connection records (partner portal)
18. Waitlisted Connections
18.1 How volunteers can join the waitlist for occurences that have no space remaining
18.3 Notifications to waitlisted volunteers when space becomes available in an occurrence

Reports

19.1 Accessing Reports