WayCool Software, Inc.

Involvement vs Volunteer Status in the Volunteer Info tab

Serve Staff and Volunteers lists: involvement flags, training, paperwork columns, combined pickers, and when to mark someone Staff vs Volunteer.

Staff & Volunteers

Serve overview: Volunteers vs Staff lists, dashboard cards (Active Volunteers, Training Complete, Mentoring Sessions), and Serve → Mentoring (not Outreach).

Staff & Time Sheets Overview

Log staff and volunteer hours on time sheets; how the Staff / Volunteer picker and volunteer-hour reports work.

Time Sheets

Create a Time Sheet Batch in Serve to enter many staff hour records quickly with shared defaults.

Time Sheet Batches

What positions are, how they link to Staff and Volunteers, and how to set them up for the first time.

Positions

Set weekly work hours for staff and volunteers in one place, and add date-specific changes like time off or different hours for a single day.

Team Schedule

Find Mentoring under Serve → Mentoring (not Outreach). Track supportive relationships over time.

Mentoring

Jonathan Marbutt

Serve: Staff & Volunteers

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