E-VolunteerAGENCY ADMINISTRATION

https://valleyunitedway.unitedwayepledge.org/agency

Agency Portal

• Use the Agency ID and Password that you have already received

• If you don’t know the information call United Way (203) 926-9478

• On your first login, you will be required to change your password

Main Administrative Page

This page will provide access to different administrative services depending on your level of access

Hover mouse over VOLUNTEER ADMINISTRATION and select VOLUNTEER HOME to access the Volunteer administrative site

Other administrative services will be coming later this year

Administration Home Page

Hover mouse over VOLUNTEER AMINISTRATION and select OPPORTUNITIES from the drop down menu

Opportunities Page

The page will show Opportunities that you have created previously and their status

Click the ADD button to add a new opportunity

New Opportunity

Complete all of the information

Click Submit

*Note all Volunteer Opportunities must be approved by United Way staff before showing on the web. They will show as published once approved and will then be visible to the public.

Opportunity

Complete as much information as would help a volunteer locate your opportunity

You will need to make someone the contact for the opportunity

Click the ADD button when complete

Opportunity Home Page

Click on any of the Title of any of the listed opportunities to display or modify

Use the icons to the left of the Title to:

1. Copy & create a new opportunity

2. See the dates and times for the opportunity

3. See what volunteers have signed up

4. View history of opportunity

Icons

Icons:

Allows you to copy the opportunity and create another similar opportunity

Allows you to add/maintain date and time slots

Allows you to see/approve/email and get a report of volunteers

Allows you to see the search history of the opportunity

Volunteers for an opportunity

Template lists all of the assigned volunteers

You can mail individual volunteers by clicking on their e-mail address

You can e-mail everyone on the list by clicking on SEND E MAIL

E-Mail Format

You can personalize individual e-mails by using the Text Variables

You can attach files by hitting the ATTACH FILE button and adding files from your computer

You may use pre-defined email templates!!!!

Generate a Spreadsheet

Creates a CSV file which can be opened with Excel

Generated Spreadsheet

Organization Profile

Organization Contacts

Shows contacts that have been assigned previously

New Contacts may be added

Select New Contacts

If you have other contacts connected to your organization already, simply select them from the list

To add a new contact, click on ADD NEW CONTACT

Add New Contacts

Agency Documents

Every agency should have their IRS designation letter on file

Other documents may be added as desired

Simply click on the ADD button

Add Documents

Use the Browse button to find and upload the document that you want

You can add effective and expiration dates for the document

Organization Descriptions

The initial description is the one already on file, but you may use the icons on the left to edit or expire

To add a new description, click on the ADD button

Add Description

Simply type in the text for the description

You may choose dates to make the description effective or to expire the description