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Volunteer Training

Tips & Tricks for SIGNUP GENIUS

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Upcoming Training Topics

  • SignUp Genius overview
  • Recording hours tips & tricks
  • Using MASTGAR
  • Volunteer resources
  • Designing new projects
  • Being a project leader
  • Joining a committee
  • … AND MORE

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SignUp Genius Account

Settings

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Sign in with EMAIL ADDRESS and PASSWORD

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Settings - Account Profile

  • Find link: Upper right

​

  • Needed info
    • First Name
    • Last Name
    • Email address

​

  • Don’t need other info

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Settings - Password

  • Enter current password OR �“I forgot my password”�
  • New password recommendations:
    • 8 characters
    • 1 Uppercase letter
    • 1 Lowercase letter
    • 1 Number
    • 1 Symbol (#$&%)

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SignUp Genius Invitations

Upcoming Volunteer Activities

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SignUp – Invites

  • Email invites sent
    • Monday 6:30pm
    • Saturday 10am�
  • Sent to
    • All active volunteers (ex. intern, active & active-Emeritus status)
    • Specific subgroups �(ex. interns only, speakers bureau, coordinators)�
  • Email includes link(s) to specific SUG pages�
  • Avoid the “Unsubscribe” link �at bottom

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SignUp Genius Events

Searching for Volunteer Activities

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A Note on Signing Up

When you sign up for an event, this is �your PROMISE to participate�

  • Others are depending on you�
  • Double-check your calendar before signing up�
  • If you need to change your availability, you need to find a replacement

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SignUps – Standard View

  • Invited To Tab
    • Signed Up For
    • Invited To�
  • Display Settings

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SignUps – Calendar View

  • Checkboxes
    • Items I've signed �up for�
    • Sign ups I've been invited to�
    • Sign ups I've created

​

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SignUps – Favorites

  • SignUp Button (right)�
  • Add a SignUp to Favs
    • Created�
    • Invited To�
    • Specific URL (example: Yard and Garden Hotline)

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SignUps – Created

  • For SignUps YOU make
    • No special permissions needed�
    • Great for personal or small projects�
    • Not good for big RCMG projects �(use Admin account)

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SignUps

Reading an activity page

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SignUps – Template

  • Volunteer Group�
  • Name (dates & location)�
  • Event Summary
    • Invited volunteers
    • Category
    • How to log hours
    • Event Contact�
  • Event Description�
  • Roles & Responsibilities

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SignUps – Template

  • Event Details (vary)
    • Arrival times
    • Things to bring
    • Tools, links & references�
  • Attachments (sometimes)�
  • Event date & time�
  • Event (SUG) Contact

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SignUps – Template

  • SignUp slots
    • Roles per Event
    • Times per Date
    • Roles per Date�
  • Scroll to bottom to sign-up

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SignUps - Signing up

  • Select
    • Date
    • Time
    • Role
    • Make sure you �can be there!�
  • Scroll to bottom to sign-up

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SignUps - Signing up

  • Confirm selection�
  • Sign Up Now

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SignUps

Making Changes

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SignUps – Changing Options

  • SignUps�
  • Items I Signed Up For�
  • Actions
    • Edit
    • Delete
    • Add to Calendar

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SignUps – Edit

​

  • Edit
    • Options vary �
  • Update My Sign Up

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SignUps – Delete

​

  • AVOID WHEN POSSIBLE�
  • Verify date/time/role�
  • Include comment about why you are deleting�
  • Confirm (Yes-Delete)

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SignUps – Add To Calendar

​

  • Choose options�
  • Add to personal �calendar (steps vary)

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Finding a Substitute

Take steps as soon as you know you aren’t available�

  1. If there is more than one day before the event, use the SWAP button
  2. Contact your mentor or teammates
  3. Contact the other volunteers sharing the event/shift with you & ask if they know someone that you could ask to help.
  4. Check the SignUp page to see who else has signed for the project (past/future) and contact them directly

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SignUps – Swap

​

  • Open SignUp
    • Find your name
    • Choose SWAP�
  • Opens list of other volunteers

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SignUps – Swap

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  • From list of other volunteers,
    • Find other dates & times when you are available
    • Check boxes next to names�
  • Scroll to bottom
    • Request a Swap
    • Emails sent to others�
  • You’ll get an email confirmation is someone can help

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Finding a Substitute

If no one has swapped with you�

  • If there is more than one day before the event, use the SWAP button
  • Contact your mentor or teammates
  • Contact the other volunteers sharing the event/shift with you & ask if they know someone that you could ask to help.
  • Check the SignUp page to see who else has signed for the project (past/future) and contact them directly �
  • Call the project coordinator if you can’t find a substitute
  • Call Darren if you can’t reach the project coordinator

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