Token options control the way a token is expanded.

Profile Settings

Full Name options

  • Include title
    Adds the title (such as Mr. or Mrs.) before the full name
  • Put last name first (using comma to separate names)
    Ex. Smith, John
  • Abbreviate first name to an initial
    Ex. J. Smith
  • Abbreviate last Name to an initial
    Ex. John S.

First Name options

  • Include title
    Adds the title (such as Mr. or Mrs.) before the first name
  • Abbreviate to a single initial
    Ex. Instead of John, would show as J.

Family Options

  • Include family name
    Ex. The Smith Family
  • Include individual family members’ names
    Will list all of the names of the individuals in the family.

Address

  • Replace new lines with commas (to make single, in-line address)
    Ex. Turns
    “123 Volunteer Way
    Chicago, IL 60608”
    into
    “123 Volunteer Way, Chicago, IL 60608”

Job Qualifications options

  • Include job subdivisions
    Lists each subdivision the volunteer is qualified for within a job.
  • Include substitute indicator
    Puts (sub) after the job if the volunteer is marked as “sub only” in that job/subdivision.
  • And job titles
    Adds the title for which the volunteer is qualified, if using titles to qualify volunteers in a job.

Shift Preference options

  • Include weekly shift preferences
    Includes shift preferences that repeat weekly
  • Don’t show the days of the week – just show times
    Lists only the time of the weekly shift preferences.
  • Include monthly shift preferences
    Includes shift preferences that repeat monthly.
  • Include yearly shift preferences
    Incudes shift preferences that repeat yearly.
  • Include the “Any non-regular shift” preference
    Includes the preference of “Any non-regular shift”.
  • Include indicator if “Schedule only at these times” option is checked
    Indicates volunteers can only be schedules at their preferences.
  • Only show each volunteer’s first shift preference
    Lists only the first shift preference in the volunteer profile.

Can’t Serve Time options

  • Include “single date range” unavailable times
    Lists unavailable times listed by date range.
  • Only from [date] to [date]
    Limits the list of single date ranges to those within the date range listed here.
  • Include “shifts” unavailable times
    Lists unavailable shifts.
  • Include “repeating” unavailable times
    Lists unavailable dates that have a repeating pattern

Assigned Positions

Scheduled Shifts options
Scheduled shifts include any place on the schedule where a volunteer is assigned and visible. This includes positions where a volunteer was placed manually, requested the position, was auto-scheduled, requested a sub but has not yet been relieved of that position, or is marked as a no show.

  • Include all scheduled shifts from today forward
    Includes all shifts from today to the end of the current live schedule(s).
  • Include scheduled shifts in the next x weeks only
    Incudes shifts in the next x-number of weeks.
  • Include scheduled shifts in the following time period only: [date] to [date]
    Allows you to specify the dates of the shifts being shown.
  • Include only these jobs
    Allows you to control which jobs are included in the list of shifts. If left un-checked, all jobs will be included.
  • Include only these shifts
    Allows you to control which shifts are included in the list of shifts. If left un-checked, all shifts will be included.
  • Completely exclude volunteers from this email or roster who are not scheduled for any position that matches the given criteria
    If using this token in an email or roster, this removes volunteers who have no included scheduled shifts from receiving this email or appearing on the roster.

No Show options
This includes any place on the schedule where a volunteer has been marked as a no show.

  • Include all no show shifts in all live schedules
    Includes all shifts from all live schedules.
  • Include no show shifts in the last x weeks only
    Incudes shifts in the last x-number of weeks.
  • Include no show shifts in the following time period only: [date] to [date]
    Allows you to specify the dates of the shifts being shown.
  • Completely exclude volunteers from this email or roster who do not have any no show position that matches the given criteria
    Removes volunteers who do not have any no shows from receiving this email or appearing in this roster.
  • Expand non-empty available positions list to the following complete text:
    Puts the given text in before the list of no show shifts.

Extras option
This includes any place where a volunteer filled a swap requested position or was manually marked as “extra” by the administrator or Shift Leader.

  • Include all extra shifts in all live schedules
    Includes all shifts from all live schedules.
  • Include extra shifts in the following time period only: [date] to [date]
    Allows you to specify the dates of the shifts being shown.
  • Expand non-empty extra shift list to the following complete text:
    Puts the given text in before the list of extra shifts, if the volunteer has any extras.

Available Positions


All Available Positions options

  • Include all available positions from today forward
    Includes all positions from today to the end of the current live schedule(s).
  • Include available positions in the next x weeks only
    Incudes positions in the next x-number of weeks.
  • Include available positions in the following time period only: [date] to [date]
    Allows you to specify the dates of the positions being sent.
  • Include only these jobs
    Allows you to control which jobs are included in the list of positions. If left un-checked, all jobs will be included.
  • Include only these shifts
    Allows you to control which shifts are included in the list of positions. If left un-checked, all shifts will be included.
  • Include only positions in shifts at which this volunteer can serve
    Excludes any positions in shifts in which a volunteer does not prefer to serve. Volunteer shift preferences can be controlled individually in the Shift Preferences area of the volunteer profile.
  • Completely exclude volunteers from this email or roster for which there are no available positions that match the given criteria
    Removes volunteers who have no available positions from receiving this email or appearing on this roster.
  • Expand non-empty available positions list to the following complete text:
    Puts the given text in before the list of available positions, if any positions are available for the volunteer.

Unfilled Positions options

  • Include all unfilled positions from today forward
    Includes all positions from today to the end of the current live schedule(s).
  • Include unfilled positions in the following time period: [date] to [date]
    Allows you to specify the dates of the positions being sent.
  • Include only these jobs
    Allows you to control which jobs are included in the list of positions. If left un-checked, all jobs will be included.
  • Include only these shifts
    Allows you to control which shifts are included in the list of positions. If left un-checked, all shifts will be included.
  • Include only unfilled positions in shifts at which this volunteer can serve
    Excludes any positions in shifts which a volunteer does not prefer to serve. Volunteer shift preferences can be controlled individually in the Shift Preferences area of the volunteer profile.
  • Completely exclude volunteers from this email or roster for which there are no unfilled positions which match the given criteria
    Removes volunteers who have no unfilled positions from receiving this email or appearing on this roster.
  • Expand non-empty unfilled positions list to the following complete text:
    Puts the given text in before the list of unfilled positions, if any positions are available for the volunteer.

Swap Requested Position options

  • Include all swap requested positions from today forward
    Includes all positions from today to the end of the current live schedule(s).
  • Include swap requested positions in the following time period: [date] to [date]
    Allows you to specify the dates of the positions being sent.
  • Include only these jobs
    Allows you to control which jobs are included in the list of positions. If left un-checked, all jobs will be included.
  • Include only these shifts
    Allows you to control which shifts are included in the list of positions. If left un-checked, all shifts will be included.
  • Include only positions in shifts at which this volunteer can serve
    Excludes any positions in shifts which a volunteer does not prefer to serve. Volunteer shift preferences can be controlled individually in the Shift Preferences area of the volunteer profile.
  • Completely exclude volunteers from this email or roster for which there are no swap requested positions that match the given criteria
    Removes volunteers who have no swap requested positions from receiving this email or appearing on this roster.
  • Expand non-empty position list to the following complete text:
    Puts the given text in before the list of swap requested positions, if any positions are available for the volunteer.

Next Schedule

Next Schedule Cutoff Date
Enter the date that you wish all volunteers to have finished entering their scheduling preferences by.

Next Schedule Start Date
Enter the date the next schedule will begin.

Next Schedule End Date
Enter the date the next schedule will end.

Attendance Statistics

Scheduled Hours Count options

  • From [date] to [date]
    Set the date range for which you want to know the total number of scheduled hours.
  • Use text version of numbers from zero to ten (“one”, “two”, etc.)
    Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).
  • Total scheduled hours counts in each job separately
    Total the number of scheduled hours in each job separately, instead of one number for the total number of hours worked.

No Shows Count

  • From [date] to [date]
    Set the date range for which you want to know the total number of times a person did not attend his or her shift.
  • Use text version of numbers from zero to ten (“one”, “two”, etc.)
    Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).

Swaps Made Count

  • From [date] to [date]
    Set the date range in which you would like to calculate the total number of times a volunteer gave up a shift to another person.
  • Use text version of numbers from zero to ten (“one”, “two”, etc.)
    Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).

Extras Count

  • From [date] to [date]
    Set the desired date range in which you would like to calculate the total number of times a volunteer filled in for a swap requested position or was marked as an extra by the scheduler or Shift Leader.
  • Use text version of numbers from zero to ten (“one”, “two”, etc.)
    Instead of displaying numbers (1, 2, etc.), display text versions of the numbers for zero (0) through ten (10).

Custom Tokens

New…
Click to create and name a new custom token.

Rename…
Click to rename a selected custom token.

Delete…
Click to delete a selected custom token.

Editing the Token
Use the text box to determine what will be shown to volunteers when this token is used. You can change the font, style, size and color or add tokens to your custom token by using the options directly above the text box.

Only show this token for volunteers passing | this filter…
Use this to create a filter (see Appendix B – Guide to Filtering Secondary Filter) so that only volunteers who pass a certain criteria can see the information in this token.