Topics

• Getting Started: Logging in to your account 2
  • Logging In and getting started
  • Overview of the Home Tab and HandsOn Connect user interface
• Create Volunteer Opportunities - Using the Volunteer Opportunity Wizard 5
  • Using the Volunteer Opportunity Wizard in the Partner Portal
  • Understanding the Volunteer Opportunity Overview (Partner Portal)
  • Opportunity Description (Partner Portal)
  • Working with the WYSIWYG Editor (Partners)
  • Submitting your Volunteer Opportunity for Approval
• Additional options you might consider before submitting your volunteer opportunity for approval 4
  • Add Opportunity characteristics, metrics and restrictions (Partner Portal)
  • Related Lists for Volunteer Opportunities (Partner Portal)
  • Creating a Skill Rating (Partner Portal)
  • Custom Questions for Volunteer Opportunities (Partner Portal)
• What Happens when a volunteer signs up or expresses interest in your Volunteer Opportunity 1
  • What happens during opportunity signup? (Partner Portal)
• Working with Volunteer Opportunities 1
  • The Volunteer Opportunities Tab (Partner Portal)
• Occurrences 4
  • Creating an Occurrence (Partner Portal)
  • Occurrence Record Saved View (partner portal)
  • Printing Check-in Sheets
  • The Answers Report
• Using the "Connections Grid" to monitor and manage volunteers 4
  • Connection Grid overview
  • Using the Connection grid to send emails to volunteers
  • How to add 'guest' (anonymous) volunteers to an occurrence
  • Marking Attendance and verifying service hours
• Connection Record 1
  • Working with connection records (Partner Portal)
• Confirming volunteers who have "Expressed Interest" 1
  • "Express Interest" Connections - confirming or declining volunteers
• Creating Recurrences 1
  • Creating a Recurrence (Partner Portal)
• Making changes to recurrences, occurrences and opportunities 1
  • Canceling or Rescheduling Occurrences - How to update existing connections
• "To Be Scheduled" (ongoing) Volunteer Opportunities 3
  • When should I create an Ongoing (to be scheduled) opportunity instead of a lot of occurrences?
  • Confirming and Scheduling volunteers for "to be scheduled" (ongoing) Volunteer Opportunities
  • Adding the same volunteer to additional times during an ongoing (to be scheduled) opportunity
• Waitlisted Connections 3
  • How volunteers can join the waitlist for occurrences that have no space remaining
  • Seeing who is waitlisted for an occurrence
  • Notifications to waitlisted volunteers when space becomes available in an occurrence
• Verifying self-reported Connections 1
  • Verifying service for self-reported connections
• Updating your Organizational Information 1
  • Working with the My Organization Tab
• Locations 1
  • Working with Locations
• Documents 1
  • Accessing Documents
• Reports 1
  • Accessing Reports
• Switching to the Volunteer Portal (public site) 1
  • Accessing the Public Site
• Questions about using HandsOn Connect 1
  • Getting Help

Welcome HandsOn Connect Partners!

The documentation presented here will guide you through the basic operation of the “Partner Portal” available to you as a partner of an organization using HandsOn Connect (a product of the Points of Light Institute).

HandsOn Connect will allow you to post, edit and manage volunteer opportunities through your host’s site and it’s portal for partner organizations. It gives you the tools to manage volunteers, verify their attendance, and report on all aspects of your volunteer operation.

HandsOn Connect is a flexible and powerful technology and each host site has the ability to customize the portal experience for their partners — so your actual portal experience may differ from the documentation as it’s presented here. But this is a great place to start learning about using HandsOn Connect.

This documentation is searchable via keywords and phrases, and individual lessons or the entire manual can be exported as a .pdf and printed if you desire. The content here is frequently updated as HandsOn Connect, and the Salesforce Platform that is built upon are upgraded on a frequent basis.

In your version of the portal, colors and layouts may look different than the screen shots pictured here. Some features explained here may not be accessible to you — and your host may have enabled additional features not covered in these documents.

Contact your local host with any questions you have about this documentation, and for questions on any customizations (additional tabs, fields, and features) that may exist in the portal your host has created.

If you are interested in purchasing the full version of HandsOn Connect for your organization – please visit us at http://handsonconnect.org for more information.

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