How to Use and Enable Self Reporting

Self Reporting allows volunteers to submit hours worked outside of a scheduled shift. You can enable self-reporting at the individual Job level.

When self-reporting is enabled on the Volunteer Profile or Mobile App, volunteers can submit their hours for a Job after completing their shift.

When self-reporting is enabled on the Kiosk, volunteers can check in for Jobs that do not follow a standard shift. 
Please note: volunteers who check in for a self-reporting Job at the Kiosk must also check out, regardless of whether Automatic Check-out is enabled.

---

Enable Self Reporting for a Job

1. Navigate to Events & Programs > Events & Programs
2. Scroll to the Event/Program, select Jobs. 
3. On the Manage Jobs page, find the Job and click its name to expand the job settings
4. In the job settings, scroll to the Self-Reporting section. You will see the following options:
   1. Allow volunteers to self-report hours in this job
      • on the kiosk
      • on their volunteer profile & mobile app
        • Auto-confirm hours reported from a volunteer profile
          
          
   2. Toggle on your selections
   3. Click the Save changes button
      

---

Self Reporting on the Kiosk (Volunteer Perspective)

If self-reporting is enabled on the kiosk, the job will appear in green, as shown below:

💡 Note: Check-ins completed via self-reporting on the a kiosk are auto-confirmed since the volunteer is assumed to be present. Volunteers must still check out of their shift, regardless of the event/program’s check-in settings.

---

Self Reporting on the Volunteer Profile (Volunteer Perspective)

Access the Volunteer Profile

Volunteers can access their profile in one of two ways:

Option A: From the organization’s landing page

• Select the Access Your Profile button & enter their email address on the next page
   
• The Volunteer will receive an email with a unique link to access their Volunteer Profile

Option B: From a previous Confirmation Email

• Open any prior confirmation email containing a Volunteer Profile button or the {volunteer profile link} smart tag
• Click the button or link to access the volunteer profile directly
  

Reporting Hours (Volunteer Perspective)

Once on their profile, volunteers can:

• Select Submit hours under their profile
  
• Complete the form:
  • What job did you do? (drop down)
  • Which day (date selection)
  • What time did you start (drop down)
  • For how many hours? (type)
    
• Click Save Hours. The shift will then be recorded.

---

Self Reporting on the VolunteerLocal Mobile App (Volunteer Perspective)

• Volunteer will open the mobile app
• On the organization’s homepage, select Submit Hours
  
• Complete the form:
  • Job: (drop down)
  • Date: (date selection)
  • Hours: (type)
  • Start time: (drop down)
    
    
     
• Click Submit. The shift will then be recorded.

💡Article for Volunteers: How do I Self Report hours from my profile as a Volunteer? 🎥 (video)

---

Approving Self Reported Hours (admin perspective)

Hours submitted through the Volunteer Profile or Mobile App may require approval, depending on the job’s settings. To review and approve:

1. Navigate to Volunteers > Report
2. Select your Event/Program from the drop-down
   • optional: filter the shift view by date
3. Scroll to the Job, click to expand and view the shifts
   
4. Select a shift to review the reported hours
5. Click Approve or Deny
   

Dashboard Report (Quick link)

💡Tip: Add the Shifts Pending Approval Report to your Dashboard to quickly navigate to pending Self Reporting shifts

1. Navigate to Home > Dashboard

2. Click the Customize your Dashboard button in the top right corner
   

3. Under Events available for your dashboard, click the “+” sign next to each Event/Program or Application
    
4. Once an Event/Program or Application is added, you will see Available Reports listed at the top of the page
   1. Add Shifts Pending Approval for Self Reporting shifts
      
5. Click the desired report and drag it into the appropriate event, scheduling page, or application. Repeat this step for each report you wish to add.
   
6. Click Return to Your Dashboard (top right of the page) to view your new insights.
   
7. Click the top arrow within the report to view the pending Self-Reporting shifts