What jobs do you need at your event? Security? Registration? Ambassador? Those jobs are roles! 

There are three things you can add to your schedule: roles, locations, and shifts. You can add multiple locations and shifts for each role. You can also add a 'reference' to each shift, which lets you further describe the role for that particular shift.

For example, let's say that you have a role called Workshop Leader. You need three Workshop Leaders in three different rooms, and each Workshop Leader will be running a different workshop - pottery, painting, or pastels.

When you create your schedule in Timecounts, you'd add the role 'Workshop Leader', then add your three room locations to the schedule: Room A, Room B, and Room C. Next, you'd create a new shift, select Workshop Leader as the role, Room A as the location, and add the text 'Pottery' as a reference for the shift. 

When volunteers sign up, they'll see all of this information describing the role and shift:

Creating and Editing Roles

You can create new Roles and edit existing Roles by selecting 'Roles' in the schedule toolbar.

The 'Manage Roles' window shows a list of all roles in your schedule.

To edit a role, select the role in the list and click the edit pencil in the top right corner beside the role title.

To add a new role, type into the box 'Find or create a new role'. Click 'enter' to create a new role with the name you've typed.

As you type, roles you've used in previous events will appear as options. These are called Role Templates, because you can select one of these old roles and update it for your event (e.g., change the description or skills). You can also decide whether you'd like to update the Role Template (i.e., write over the old details), or keep the details of the original Role intact for your next event. Role Templates are a fantastic way to save time writing out descriptions or editing role settings.

Role Description

When creating or editing a role, you're given the chance to add a description about that role. The role description is public - volunteers will see it when signing up for shifts. Short descriptions work best, since the role description appears on the same page as shift selection.

Role Skills

Type in the Skills box to attach skills from the Timecounts skills library to your roles. When a volunteer is credited for a role with skills attached to it, those skills will appear on their profile card as validated skills. The next time you need someone with bartending experience, for example, you'll be able to quickly search to see who has bartending as a validated skill on their profile.

Update the Role Template

Select this box if you'd like any changes you've made to the role to be saved to your list of role templates. The next time you create a similar event, you'll be able to quickly add roles from your Role Templates.

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