Tracking Financial Contributions

Q. How do I track a volunteer’s financial contributions in their Charity Republic profile?

A: Within the volunteer’s profile, navigate to the ‘Demographics’ tab along the left-hand side navigation – immediately following the ‘Referral’ field, you are given the ability to note whether a volunteer is a Donor, Fundraiser, Sponsor (or all three!).

donorfield

TIP: You can generate a report to track all of your volunteers’ financial contributions using the ‘Volunteer Demographics’ Report.

Formatting Your Logo

Q. My organization’s logo doesn’t look right when I upload it – how can I make sure that it doesn’t get cut-off?

A: Because you’re uploading your logo to fit within a circle icon on Charity Republic, you’ll need to make sure that you upload either a squared/icon version of your logo, or format your existing logo so that it doesn’t get cut off.

To format your logo, you can utilize a free online editor like Pixlr using these easy steps:

  • Ensure that you have a saved copy of your logo on your desktop
  • Navigate to the Pixlr editor here and select ‘Create new image’
  • Set the values in both the ‘Width’ and the ‘Height’ boxes to 1000 then select ‘OK’
  • Along the top navigation bar, select ‘Layer’ and then choose ‘Open image as layer’ from the drop down that appears
  • If your logo appears centered on the canvas with plenty of white space around it, you can select ‘File’ and then ‘Save’ from the top navigation bar and upload it to Charity Republic as normal
  • If your logo appears on the white space but is too big with little to no white space around it, select ‘Edit’ and then ‘Free Transform’ from the top navigation bar to manipulate the size of your logo
  • Once the logo is centered on the canvas with plenty of surrounding white space, follow the steps above to save your new logo to your desktop and upload it to Charity Republic

NOTE: If you have access to a photo editor such as Adobe Photoshop or GIMP (a GNU Manipulation Program), you can follow these similar steps utilizing your personal desktop software if you prefer.

Volunteer Registration

Q: How do I register as a volunteer with Charity Republic?

The organization you volunteer for will send you an email inviting a volunteer to register an account with Charity Republic. Both the subject line and the message will include the name of the organization you are volunteering for.

Volunteer email invitation text, Charity Republic

  1. Select the Accept link in the email message. This takes you to a Charity Republic registration page.
  2. Select Create your account button for volunteers, Charity Republic button to create an account with your own username and password.
  3. Select Register button button after entering your details. You will automatically be signed in and you can start using Charity Republic right away.Register as a Volunteer page, Charity Republic

NOTE: This is the username and password you will use to log in moving forward. The Log In page is accessible via Charity Republic’s home page.

NOTE: A volunteer can’t register directly on Charity Republic (i.e. via the Register button on our home page; that’s the registration page for organizations). Volunteers must receive an email invitation to register an account (as per instructions above).

NOTE: A volunteer can register with a different email then the email used for the invitation. You can check the General tab on the volunteer’s profile to view the email used when signing up.

Click here to download this information as a PDF document to share with your volunteers.

Icon Guide

Icon Name Description
plus Create/New “+” (plus) symbol is used add something new (e.g. new volunteers, new shift, new opportunity)
help Help Menu A question mark will appear on all pages as a help menu for the page. Click to review.
message Messages/Inbox Communicate with your volunteers in the messaging section. Select the Message icon > select the “+” symbol to compose a message > select the recipients > enter a subject and message > and hit Send.
notifications Notifications Notifications appear here, including shift requests, hour submissions, birthdays and anniversaries.
Availble Positions Positions Add or assign positions within your organization here.

Select the: Department, Site, Supervisor and Description associated with the position

Or, select the opportunity that the position is associated with in order to create a position within the system.

Site icon Sites Add sites and include general information such as name of the site, a description, address information and contact information for the site.
Attatchments Attachments

 

Add attachments here, such as a volunteer’s resume.
Comments and Notes section Comments/Notes

 

Add private or open notes here.

Notes are by default private so only Administrators and Supervisors can see the note.

These is the option to make the comment viewable by a volunteer.

 Hours Hours A volunteer or volunteer manager can add hours, either as a shift or block of hours. Add a description and skills learned then Save or “Save and Submit” hours for approval.
 Achivemnetsd Achievements Add Achievements for a volunteer including police checks, certifications and awards. Create custom achievements via the Organization tab.
 Scheduled Volunteers Scheduled Volunteers View scheduled volunteers and whether they accepted or declined a shift.
 Availble Positions Available Positions Indicates how many volunteers are needed and how many volunteers are scheduled and confirmed their shift.

 

Emergency Contacts

Q: Can I add an emergency contact for a Volunteer?

A: Yes, you are able to add multiple contacts for a volunteer including an emergency contact(s).

  • To add a new contact, select a volunteer, then select the Contacts tab in the volunteer’s profile
  • Click add contact, then select the contact type (Emergency) from the drop down menu. Add the contact name and relevant contact information (e.g. phone number, email address) Emergency

Attachments

Q: Can I attach a file to a volunteer’s profile?

A: Yes, you are able to add multiple attachments (e.g. photos, resumes) to a volunteer’s profile in the Attachment section as well as in the Achievements section.

  •  To add a new attachment, select a volunteer, then select the Attachment icon Attatchmentsor Achievement icon Achivemnetsd
  • Click the plus symbolPlus symbolto add a new attachment in the Attachment section Attatchments OR select the Attachments tab in the Achievement section Achivemnetsd
  • Select the Choose File button to add the desired attachment and add a brief description about the attachment
    choose attatch

NOTE: There is no storage limit for attachments, although an individual attachment (i.e. one file) must be under 25MB in size.

Adding Volunteer Opportunities

Q: How do I add a volunteer opportunity?

A: Visit the Opportunities section Opportunities section to post opportunities for your volunteers or to recruit new volunteers.

  1. Select thePlus symbolbutton (top right) to create a new volunteer opportunity
    NOTE: Most fields are optional and can be completed if applicable.
  2. In the General tab, enter the following information:
    • Enter Name of the opportunity (e.g. Front Desk Receptionist)
    • Dates (date range the opportunity is active)
    • Department / Program that the opportunity is affiliated with
    • Select the Site for the opportunity
    • Select the Contact for the opportunity
    • Enter a Description of the opportunity
    • Publication Dates (date range for an opportunity to be viewable by your volunteers or the public). Learn more about Published and Public opportunities here.
      General tab, volunteer opportunities
  3. In the Position tab, select the position that an opportunity is associated with (if applicable)
  4. In the Goals & Benefits tab, enter the Goals and Expected Benefits
  5. In the Qualifications tab, enter the Required Qualifications and Training Provided
  6. In the Scheduling section, enter the time Commitment description, Duration details, and Timeslots that are needed
  7. In the Demographics section, enter the Required Gender and Required Age range for the opportunity (if applicable) Demographics, volunteer opportunities
  8. Enter the Required Skills for the opportunity. Which skills are required for this opportunity?
  9. Enter the Developed Skills for the opportunity. Which skills are developed in this opportunity?
  10. Save buttonthe opportunity. Select Save and Previewto save and view the volunteer opportunity posting (i.e. this is the view existing and potential volunteers will see).

NOTE: When Published, existing and potential volunteers can input their contact information to express interest in a volunteer opportunity. All entries will appear in the Applications tab of the Opportunities section. opportunity apply

Resetting Your Password

Q: How do I reset my password?

  1. Visit www.charityrepublic.com
  2. Select the Log In link (top of page)
  3. Click the Reset password button button
  4. Enter your Email address (the email you registered your account with) and click the Reset password button button.
  5. You will immediately receive an email. Click the link provided in the email to reset your password.
  6. Enter your new password and confirm the new password before selecting the Reset password button button.

NOTE: If you have tried resetting your password multiple times, then use the most recent email message to reset the password again since previous requests expire.

Q: How do I find my username?

If you have forgotten your username, you will need to reset your password to log in. Once logged in

  1. Select the Account section section (left-side, bottom)
  2.  You can view your username at the top of Account Settings username

Q: How do I update my password?

Once logged in, you can update your password at any time.

  1. Select the Account section section (left-side, bottom)
  2. Enter the new password
  3. Confirm the new password
  4. Select theSave button button
TIP for resetting your password

When resetting your password, please ensure you are using the correct Username and Email address (ie. the details you signed up with).

Dates and Times

TIP: Entering Dates and Times

There are multiple ways to optimally use the date and time fields. You can type in a specific date (dd/mm/yyyy), select the calendar icon Calendar icon, or use arrows to scroll between days, months, and years.

For example, click on the year (it will be highlighted gray) and type in the desired year or scroll up and down using your arrow keys to move from one year to another.

calendarrrr