Get Started with Volunteer Connect
To get started, think about who coordinates different groups of volunteers (the "coordinator"), who leads volunteers on the day of an event (the "team leader"), and who is scheduled to complete the necessary tasks (the "volunteers"). Make sure those volunteers are in a group with the appropriate roles for your scheduling needs. Consider multiple service times as well, since separate events in MinistryPlatform mean separate schedules in Volunteer Connect.
A volunteer group can be as general or as narrow as you need it to be. For example, depending on how you want to schedule for events, you might have one group for all your nursery workers with different roles for various classrooms, or you might place volunteers in different groups for babies, children, and youth.
When you schedule a role, you can only select from the volunteers who have that role. So, if a volunteer will serve in multiple roles, make sure you add them as a participant in the group with each of those roles. For example, if Adam serves as a greeter before the service and attends to the welcome desk after the service, he needs one Group Participant record with the Group Role of "Greeter" and another record with the Group Role of "Welcome Desk Attendant".
Platform Setup
A group can display in either Volunteer Connect or Group Life. This is determined by the Volunteer Group field on the Group Type record that's selected on the Group record. If the group is made up of people who volunteer together, its Group Type should have Volunteer Group set to Yes. Otherwise, if the group is geared toward people who meet for some purpose, it should be set to No. An example of a volunteer group might be a Sunday Service Group for volunteers who have roles like greeter, parking lot attendant, and usher.
A group must also have Available Online set to Yes.
A team leader's Group Role must have Manages Volunteers set to Yes. That way, they can see all the details for a volunteer group and create schedules.