Personnel Management - Volunteer Activity History and Evaluations

For Quick Reference Information on Adding Activities for a Volunteer, You can download:

Quick reference information for Adding Activities for a Volunteer

Cheatsheet

The Volunteer Overview also contains a section on Adding Activities

Video

This section is located at the bottom of the Volunteer Window. It contains the activity history for a volunteer. Each history has an evaluation of their preformance included with it. These evaluations and comments can be used in your future selections of volunteers.

Parts of the Activity History / Evaluation Section

From Date	The date the activity started.
To Date	The date the activity was finished.
Position	The position the activity was preformed under.
Role	The role of the volunteer.
Play Code	The play code the activity was performed for.
Play Title	The play name the activity was performed for.
Rating	The rating the volunteer recieved.
Hours	The number of hours the volunteer worked.
Paid Amount	The amount the volunteer was paid for the activity.
Evaluation	The comments associated with the activity.
Play Number	The number of the play.
	Inserts a new activity into the personnel record. Click here to learn how to add an activity.
	Opens the currently selected record and allows for the record to be edited. Click here to learn how to edit an activity.
	Deletes the currently selected activity(s). Click here to learn how to delete an activity.
Search Function	Allows you to search the volunteer activity history based on a number of different categories.

Activity History

Patrons can be assigned various activities as either volunteers or personnel. They can be paid or unpaid for their services, but are all tracked in the same way. Once a volunteer is assigned to an Activity, the fine points of that Activity can be fine tunes, including:

The hours and responsibilities for the Activity
An evaluation by a supervisor for the Activity
Awards given to the volunteer for performing the Activity
Letters or Emails sent to the Volunteer regarding the Activity, and
Billing for personnel resources (if you have the Facilities Management module)

The name of this module can be modified from the default on a venue by venue basis. While yours may be called "Volunteer," some databases have been set to call the module "Personnel" or "Staff." These terms can be used interchangeably throughout these help pages.

Activity Tab

The Activity tab tracks information regarding the duration of the activity and the intended duties or responsibilities for the activity.

Parts of the Activity tab

Hours	This field indicates how many hours the volunteer worked for the event. It will default to the runtime of the performance as indicated on the Marketing tab of the Event setup. For more information on the Marketing tab,
Role	If tracking a cast member, indicate the role they will play here. This can be used to produce Cast Lists and Cast Contact sheets. Either "Role" or "Volunteer Duties for the period" must be entered. For more information on creating Cast List reports, click here.
Volunteer Duties for Period	If assigning volunteers to a task, indicate the task they perform here. Either "Role" or "Volunteer Duties for the period" must be entered.
Shift	The Shift drop-down allows you to indicate a particular portion of a longer event that the volunteer is assigned to. For example, if it is an all day event, volunteers may work the morning or afternoon shift. Values in this drop-down can be edited in Setup>>System Tables>>Code Tables, under Volunteer Shift. For more on adding or creating Code Table values, click here.

Evaluation Tab

The Evaluation tab provides an opportunity to evaluate, or rate, the volunteer's performance while doing the activity.

Parts of the Evaluation tab

Evaluation Visible to	These settings coincide with the settings on the Employee Profile, allowing employees with specific security settings to view certain evaluations. For more on editing Employee Security settings, click here.
Rating	A scaled grade of how well the volunteer performed this activity. The rating must be a 1 - 10 scale.
Did Not Perform Activity	A checkbox to indicate that the volunteer did not perform the activity.
Statistics Year	The year that the volunteer activity will be attributed to. Theatre Manager sets thsi field automatically.
Comments About Activity	An opportunity to add comments from supervisors regarding the performance of the volunteer. These comments can be used in Form Letters or in exports.

Awards Tab

The Awards tab lists any recognition awards that the volunteer may have received for performing this activity.

Parts of the Awards tab

	Click this icon to add a new Award.
Hours Recognized	When the Award is added, this column will display the hours the volunteer has been attributed for this activity.
Recognition Type	There are two types of Recognition: Recognition for Hours Contributed and Milestone. For more information on Recognition Types click here.
Award	The Award the volunteer was given (a pin, a trophy, a pass).
Date	The date the Award was given.

Letters Tab

The Letters tab tracks correspondence with the patron regarding this particular volunteer activity. You can print or email confirmation letters to volunteers to remind them of their upcoming service commitments, or to thank them for having performed a task. The "Comments About the Activity" from the Evaluation tab can be included in the Form Letter for a personalized touch.

Parts of the Letters tab

Status	An icon (or series of icons) indicating the status of the document. A legend of the icons appears at the bottom of the window.
SEQ #	The database sequence number for the task.
Status	The status of the task itself (Done, Not Done, In Progress, Error, Cancelled)
Type	An indication whether it is a letter or an email, and how the document was added (manually orby batch print).
Requested By	The Employee (User) requesting the document.
Notes	Under construction
RecordsFile Connected to Correspondance	The database file from which the document is drawing its data.
Date Begin	Date the letter task was requested by the employee.
Date End	Date the letter task was completed.
Date Printed	Date the letter was printed.
	Adds a letter (or email) to the record for printing/emailing.
	Opens the document status window.
or	Prints or emails the document immediately.
	Views the selected letter. You may modify it to personalize the letter.
	Deletes the selected letter.

Supervisors Tab

The Supervisors tab allows your to track what Employee of the company to whom this volunteer must report for this task. All Supervisors must be employees of the company.

Parts of the Supervisors tab

First Name	The first name of the supervisor.
Last name	The last name of the supervisor
Date Entered	The date the supervisor record was added.
Date Updated	The date the supervisor record was updated (for example, if the supervisor was changed or edited).
Volunteer Supervisor Changed By	The employee logon that added this supervisor to this record.
Volunteer Supervisor	The sequence number in the database of the supervisor (Employee number).
	Click to add a new supervisor.
	Not an active button.
	Click to delete a supervisor from this record.

Facility Billing Tab

The Facility Billing tab is available only if you have the Facilities Management module for Theatre Manager. If you do not have Facilities Management, but are interesting in finding out more about the module, click here.

The Facility Billing tab allows you to track income vs expenses for a specific task within a project. For example, if you need to hire an usher, you can track the payroll for the usher according to your pre-set usher cost and General Ledger structure, and expense that to a specific project.

Much of the Facility Billing tab will be filled in by default if the activity has been properly setup in>System Tables>>Code Tables>>Volunteer/Personnel Activity. For more information on setting up Code Tables, click here.

Parts of the Facility Billing tab

Payment Information	Options include: Hours worked. This defaults from the approximate runtime of the performance, plus any "Arrive Before" or "Stay After" values in the Activity setup. For more information on setting the Approximate Runtime, click here. For more information on setting the Arrive/Stay values, click here. Pay Period (drop-down). Select from the drop down the time period for which the pay is set. The options are: Contract Rate, Day Rate, Hourly, Weekly, Monthly. Hourly Rate. Defaults from Setup>>System Tables>>Code Tables>>Volunteer Activity. Amount Paid. Multiplies the Hours worked by the Hourly Rate.
Fiscal Year	For billing purposes. Defaults to the Fiscal Year in which the task takes place.
Billing Information	Options include: Hours to bill. The invoice calculation will use this value, multiplied by the Hourly Rate to create the amount billed. Pay calculation. The default value for the Activity. Hourly Rate Billed. The dollar value of the billed hourly rate. Amount billed. Allows you to set a different billing rate for this specific Activity. Income Account. The Income GL Account specified in the Activity setup in Setup>>System Tables>>Code Tables>>Volunteer Activity. Cost Account. The Cost (Expense) GL Account specified in the Activity setup in Setup>>System Tables>>Code Tables>>Volunteer Activity. Sales Tax Code (drop-down) and related Tax 1, 2, 3. Allows you to select a value from the Sales Tax Codes to apply to the billing for this Activity. For more about setting up Tax Tables, click here. Total Amount. Calculates the total amount billed for this volunteer for this activity.

Personnel Management - Adding Activity History and Evaluations

For Quick Reference Information on Adding Activities for a Volunteer, You can download:

Adding Volunteer Activities Cheatsheet (draft)

The Volunteer Overview also contains a section on Adding Activities: Screencast draft

__________________________________________________________________________

Once a volunteer has positions setup they can receive historical and evaluation comments. This data is displayed at the bottom of the Volunteer Window. The history and evaluations can help to choose the best personnel for the position you require.

Find the Volunteer for which you wish to add an evaluation and history.
Click the New button at the bottom of the window.
Select the position the activity was performed under.
Only positions you have setup for the selected volunteer will be displayed. Click Cancel to return to the Volunteer Window where you can add a new position. Click here to learn how to setup positions.
Click OK .
The Activity History Widow will open.
Click the Play Lookup button.
This will open the Play List Window allowing you to search for plays.
Double click the play for which the activity was performed.
You will return to the Activity History Window.

The play code will be displayed in the field along with it's title to the right. The From and To fields will be filled with the dates which the play runs.
Click the Performance Lookup button to specify if this activity is only for one performance.
If a performance code is entered, the date will be set, and times will be available to be entered.
Change the times if needed.
Enter the number of hours to be credited to the volunteer for working.
Select the pay rate and enter the amount if applicable.
Leave this field blank if the activity was performed voluntarily. The selections in this pulldown are:
Enter a role and/or a description of the volunteer duties.
At least one of these fields must be filled to insert the data.
Click on the Evaluation Tab.
Set the security level allowing who can view the evaluation of the volunteer.
Rate the volunteer.
This rating is based on a scale of 0-10. If any data is entered which does not fall into this range you will receive a warning message and not be able to enter the data.
Enter any comments about the activity.
These comments are to be used to critique the performance of the individual. This can then be used for finding the best volunteer for a particular position in the future.
Click Save .
The Awards and Letters Tabs will now become available.

Personnel Management - Deleting An Activity

If an activity has been entered improperly you may delete it using the steps outlined below. This procedure only deletes an activity associated with the volunteer.

Find the Patron Record and open the Volunteer Window.
Click on the activity that you wish to delete.
Click the Delete button.
The following warning window will open.
Click Delete .
If you do not wish to continue with the deletion click Cancel . You will return to the Personnel History Window and the activity will have been removed.

Personnel Management - Editing Volunteer Activity History

For Quick Reference Information on Adding, Editing and Deleting a Volunteer's Position, You can download:

Adding, Editing and Deleteting Volunteer Postions Cheatsheet (draft)

The Volunteer Overview also contains a section on Adding A Volunteer Position: Screencast draft

__________________________________________________________________________

Find the Patron Record and open the Volunteer Window.
Click on the Volunteer activity you want to update in the bottom section of the window.
Click on the Open button.
A detail window for the activity will open.
Edit the information.
Click the Save button.