The Organization Staff List contains all users that have signed up or been added to your Organization or an Opportunity within it. The Organization Staff list allows Organization Managers to enable/disable data columns such as Form Questions, Qualifications, Tags, Hours Worked and Scheduled, etc.
Organization Managers can use the Staff List in various ways for all their staff/volunteers without navigating to the Opportunity level. Managers can use the dynamic view and data columns to see all the necessary information and create reports using the custom export functions.
Staff List Views:
There are three main views of the Organization Staff tab. There is All Staff, Pending Applications, and Rejected Applications. Every Organization will use the All Staff view, however, if the Organization has decided to do manual approval of applications, the Pending Applications and Rejected Applications views will be used to manage new staff/volunteer signups. Managers can quickly move to any of the Staff views with the dropdown selector, this makes it easy to stay in full-screen mode while managing the staff/volunteers.
The Organization Staff list allows Managers to enable or disable columns that contain information such as form questions, hours worked or schedule data, etc. These data columns can be used for various bulk actions, reporting, and managing the volunteers that are a part of your Organization. These columns can be used in all views of the Staff List, including the Pending Applications and Rejected Applications if Manual Approval is used.
Managers can also use various Filters on the Staff List to narrow the list to the exact group of volunteers they are looking to take action on. This can be used when trying to perform bulk actions on a specific group of volunteers or if the Manager wants visibility over certain data attached to those volunteers.
Organizations Managers can quickly see if any staff/volunteers have shift conflicts within or across multiple Opportunities. The Conflicts column provides a visual queue of particular staff/volunteers who have current conflicts. There is also a conflict total button at the top fo the Staff List that can be used as quick access to the conflicts filters.
The Organization Staff List allows Managers to create custom views of different data columns. There are columns for all the data related to the staff/volunteers in the Organization. These columns range from basic profile data and form questions to information on a user's Shifts and Opportunities. Using these columns to create a specific custom view enables Managers to review all important information without exporting the data or navigating directly into the Opportunties to see how many Shifts, Hours Worked, etc. a user has.
Managers can always reset the columns to a default view if they want to start fresh in creating a new layout.
You can check out some of our other articles for more information on the Organization Staff List.