This feature is available on Grow and Pro plans.
What does it mean to qualify a volunteer?
Qualifying a volunteer approves them for a specific role, program, project, location, or other volunteer opportunity.
Many organizations use Applications as a recruitment tool for new volunteers. Once a volunteer has been reviewed, you can Qualify them to indicate they've been approved for that Application.
You can also use Applications to restrict volunteer opportunities. Once volunteers have been Qualified, they become eligible to view and sign up for any Events or positions linked to that Application.
Article → Restricting volunteer opportunities to qualified volunteers (Pro feature)
Qualifying volunteers manually
There are several ways to qualify volunteers depending on where you're working in Timecounts.
Qualifying a single volunteer
Open the volunteer's Profile Card and select the Applications tab. Click the Qualify button and from the dropdown choose the application that you would like to assign them to.
Bulk qualifying volunteers
To qualify multiple volunteers at once, go to the Directory and use filters or search to find the volunteers you need. Select one or more volunteers using the checkboxes, then click Qualify and choose the application from the dropdown menu.
Qualifying volunteers from within an application
If you're already viewing an application, open the Screening tab and switch to the Qualified view. Click Qualify to search your Directory and add volunteers directly to the application.
Reviewing and qualifying applicants
If an application is open to signups, volunteers can apply online through your Hub. New applicants appear in the New view of the application's Screening tab. You can review their profile, application details, and any responses submitted through attached forms.
When you're ready to approve an applicant, click Qualify. You can also select multiple applicants and qualify them in bulk.
Automatically confirming applicants
If you don't require manual review, you can automatically approve applicants as they apply. Open the application, go to the Details tab, and change the approval setting to Confirm applicants automatically.
When enabled, applicants are automatically moved to Qualified status after applying.
