Log an Individual Activity

Employees can log their participation for volunteer activity completed outside of a CSRconnect event or project.

Note: Some fields depend on community-level settings. Fields with a red asterisk beside them are required.

  1. Under Activity Details, enter an Activity Name and Activity Description.

  2. Enter a Location. If this will be a virtual event, select Virtual.

  3. Note: For users in restricted regions without Google services, the Location field is replaced by Address, District, City, State or Province, Postal Code, and Country Code fields in the user's preferred language. They can manually enter their opportunity's location, then select Validate Location. They can't save the opportunity until they validate the address.

  4. Use Organization Search to select a Benefiting Organization. If you cannot find the benefiting organization via the search tool, you can select the option enter your own outside organization if it has been enabled for your community. This field may be pre-populated.

  5. If you are a board member of the benefiting organization, select your role under Board Membership. Select Manage Membership Role to edit your role or add a new role.

  6. Select a Schedule for this activity

    • Use Manually Enter Dates for one-time volunteering or volunteering without a regular cadence.

    • Use Set Up Recurring Schedule for activities with a regular cadence.

  7. If you selected Set Up Recurring Schedule:

    1. Select a Start Date.

    2. Under Hours / Occurrence, enter the number of hours for each occurrence.

    3. Under Occurs Every, enter a number and select Week(s) or Month(s).

    4. Enter the number of times this activity will occur.

  8. If enabled for your community, select any skills, types, categories, and tags that apply to this activity.

    Tip: Your community may have custom names for types, categories, and tags.

    Note: To manage types, categories, and tags for individual activity, see Record Individual Activity Settings.

  9. Select Continue.

  10. Under Activity Log, add your Participation Dates and Hours if you selected Manually Enter Dates.

    If you selected Set Up Recurring Schedule, you can adjust the dates and hours for individual occurrences.

  11. Select Continue.

  12. If applicable, select Answer to respond to any required questions.

  13. If applicable, select Answer to respond to the CRA Survey.

  14. If applicable, respond to any disclaimers.

  15. Select Save.