Scheduling Software - Volunteer Scheduling Online Program

 


SETTINGS>Helper Permissions (Global Settings)


Helper PERMISSIONS
Coordinators
(with permission to change organization settings) can choose what Helpers are allowed to see and do when they sign in at WhenToHelp.com.

The Lite Version only allows changing of the first group of options. The remaining options can only be changed by paying to upgrade to the Paid Full Version.

Helper PERMISSIONS - Paid Full Version

PREFERENCES
Can Set their own Prefer & Dislike time PREFERENCES:
Set to Yes means when Helpers sign in they can see and change the times they prefer and dislike helping  Setting to No means Helpers cannot view or change their prefer and dislike and cannot help times.

Can set their own CANNOT help times:

Set to Yes means that when a Helper signs into their Helper account their help time preferences will also allow them to paint times as Red (Cannot Help). (Cannot Help times are used by AutoFill). If set to No then only Coordinators with permission to edit Helpers can change the Cannot Help times.

Can set Preferences for POSITIONS:

Set to Yes to allow Helpers to see a list of the positions you have set them to be able to help and they can choose whether they prefer or dislike each position. This can be useful if you have multiple locations and want them to be able to set what locations they prefer. When set to No the Helpers do not see the Position Preferences link and are not able to set these preferences - only Coordinators (with permission) can set what positions they prefer each be assigned.

TIME OFF
Can REQUEST TIME OFF:
  Set to No to prevent Helpers from seeing and using the Time Off section.

DISPLAY
Can see SHIFT COLORS on Schedules:
 Set to Yes to have Helpers see the colors you set for shifts instead of seeing them displayed as all black.  Some Coordinators may not want Helpers seeing colors if they use colors to rate the Helpers performance on that shift etc. Normally it would be useful for Helpers to see shift colors that the Coordinator uses.

Can see CATEGORIES on Schedules: This option allows Helpers to see any shift categories you have set up - ex. in the Category Chart etc.  Note that if this option is set to "No" the Helpers will not see categories even if your corresponding Coordinator view displays them.

Viewing other Helpers & Their Schedules
Note
: If you want to prevent Helpers from ever seeing other Helper names you must set all the options highlighted below to NO.

Can view EVERYONE'S SCHEDULE:
 If this option is set to "No" they cannot see the full schedule that includes everyone.  If you set this option to Yes then the format that is displayed for the Helpers for each view - Daily, Weekly, Monthly, Chart, In-Out etc. is identical to the format you set on on the corresponding Main Coordinator view using the Change Layout links.  Ex. if you set the In-Out chart to show two weeks then the Helpers will see that same In-Out view when they log in.

Can see UNASSIGNED SHIFTS on Everyone's Schedule: If you allow Helpers to see Everyone's Schedule you can also set this option to allow any unassigned shifts to appear on that schedule view along with the assigned shifts.

Can see STAFF LIST and MESSAGE OTHER Helpers: Set to Yes allows Helpers to see the Staff List and whatever information each Helper has allowed to shared with the other Helpers.  If you set this option to No Helpers will not be able to see other Helpers' names anywhere in the system.  This setting overrides seeing everyone's schedule etc.

Can view other Helpers' AVAILABILITY: Set to Yes means that when a Helper logs into their Helper account and clicks on one of their own shifts a link will appear with the shift details saying "Availability of Other Helpers for my Shift."  If you set this option to No then the link does not appear. Clicking the link will then show a list of all other Helpers who could take that shift along with their relative availability (their preferences, current shifts, time off, etc) during the shift time. This is designed to assist Helpers in finding their own replacements.

Bulletin Board
Can ADD ENTRIES TO BULLETIN BOARD:
The Coordinator can always add entries to the Bulletin Board and Helpers can always view the Bulletin Board - to allow Helpers to post entries set to Yes.

Tradeboard
Optional Tradeboard - Click here for information on tradeboard settings

 

Related Topics: 
WhenToHelp.com Online Scheduling