Skills

The skills feature helps employees bring their specialized talents to volunteer opportunities. Employees can indicate which skills they have or would like to develop, then search for volunteer opportunities that would leverage those skills.

To enable the skills feature, contact your Customer Success Manager.

Configuring skills

Admins can manage their community's skills feature from CSRconnect Admin Portal, Volunteer, Skills.

You must have the Can Manage Skills permission enabled for your role. See Roles and permissions.

  1. Enter custom Header Title Text and Header Text, if desired. Employees will see this text when they select skills from My Account.

  2. Under Active Skills, manage which skills are enabled for your community.

  3. Select Save to submit changes.

Using skills as an event or project organizer

Event and project organizers can indicate skills that would be useful in this opportunity. For example, if you are planning an event where employees will tutor students, you could select the Mentoring/Tutoring and Literacy/Reading skills.

For instructions, see Create events and projects .

Tip: For events, skills are added for the whole event. For projects, skills are added by role.

Project organizers can also recruit participants using skills and view their participants' skills.

  1. Go to Volunteer, Manage.

  2. Select Edit Project for the desired project.

  3. Go to Add Participants, then select Recruit to search for employees with desired skills.

  1. Go to Volunteer, Manage.

  2. Select Edit Project for the desired project.

  3. Go to Manage Participants, then select View Summary to view a participant's skills.

Tip: For events, you can view participant skills using the Export Summary from Manage Participants.

For more information on managing an event or project, see Manage events and projects.

Using skills as an event or project participant

Employees can add skills to their profile from My Account .

  1. From My Account, select Skills.

  2. Select Add next to the desired skill.

  3. Select a skill level for this skill.

When searching for volunteer opportunities, employees can filter for events and projects that request specific skills. From Search Opportunities, select Add Filter, Skills to see available skills filters.

Note: Skills will only appear as a filter if they have been added to an active event or project.

Reporting

From Standard Reports, you can export skills data using the Volunteer Participation Report, Volunteer Events Report, V1 Skills Summary Report, V1 Skills Volunteering Report, and Skills Report.