Steps to Bulk Volunteer Transfer
The Bulk Volunteer Transfer module gives you the ability to transfer multiple volunteers at one time from one Program, Division, and/or Team to another. You can transfer both Unallocated Volunteers as well as Allocated Volunteers.
- Go to Admin>>Order Management>>Bulk Volunteer Transfer
- For the Volunteers you wish to transfer, select Allocated, Unallocated or All (both allocated and unallocated). Select Yes if you want to send an e-mail confirmation to the Volunteer once the transfer has been initiated. Next, select a source Program, Division, and/or Team from the source team drop downs. **Note: Archived Programs, Divisions, and Teams will NOT be displayed.**
- Volunteers will appear in the grid. You can sort the volunteers by clicking on any of the column headers. Place a check mark next to the volunteers you wish to transfer.
- Select the Destination Program and Division for the Volunteers. You can choose to Transfer the Volunteers to a specific Team, however, if you leave this blank, the Volunteers will be transferred to the Unallocated list of the selected Division. Click on the Transfer Volunteers button to proceed.
- If you did not select to send an e-mail confirmation, the volunteers will be transferred. If you select to send a confirmation e-mail, you can edit the e-mail before it is sent. Click on Proceed with Transfer Volunteers to initiate the transfer.
