Use the Staff & Volunteer Information report to compare a volunteer's Program Entry/Exit Status active dates with their volunteer hours. Rows with possible discrepancies are highlighted in gold or red.
- On the SiD Reports tab, go to the Staff and Volunteer Reports section. Select the Staff & Volunteer Information report.
- For Active During Program Year, choose Select All.
- Navigate to the Volunteer page and look for rows highlighted in gold or red.
- Follow the instructions below to correct each shaded row.
Correcting Gold Shading
Gold shading indicates the volunteer is marked as active but has no volunteer hours during the report period. Review each highlighted volunteer row and determine which situation applies.
- The volunteer recently joined your ABE program, but doesn't have any volunteer hours yet.
Fix: No action is needed.
- The volunteer worked during the report period, but their volunteer hours weren't entered.
Fix: Add the missing hours
- The volunteer did not work during the report period.
Fix: On the Volunteers > History screen, add a Program Exit history item effective the last day of the previous NRS Program year. Use the form at the top of the page, completing fields like this:
- Effective Date - use the last date of the prior NRS Program year, e.g. 6/30/20XX
- History Group menu - choose Program - Entry/Exit Status
- History Item menu - choose Exit
- Click Save
Correcting Red Shading
Red shading indicates the volunteer has hours during the report period but is marked as inactive. This usually means the volunteer was exited from your program previously but did not receive a Program Re-Entry history item when they returned.
Best practice: Whenever a volunteer returns after exiting your program, add a Program Re-Entry history item on their return date.
Fix: Add a Program Re-Entry history item using the volunteer's return date.
- Effective Date - use the volunteer's return date in the current NRS Program year
- History Group menu - choose "Program - Entry/Exit Status"
- History Item menu - choose "Re-Entry"
- Click Save
Repeat these steps for each volunteer with a shaded row. Then rerun the Staff & Volunteer Information report. The gold and red shading should no longer appear.
0 Comments