Volunteer Time Off (VTO)

As a reward for volunteering, employers can choose to offer employees time off when they record their volunteer hours.

Note to CSRconnect admins: Work with your Customer Success Manager (CSM) to activate and set up VTO for your community.

The following enhancement only applies to communities with VTO enabled and have an active VTO program.

Event creators can now set whether an event is VTO-eligible so volunteers are aware before signing up.

When an event creator creates an event for a charity included in their community's VTO charity list and the event dates occur within the VTO program dates, the VTO eligible option appears on the event draft page, and it defaults to being enabled. It also appears in the Manage Event, Edit Schedule section.

When VTO eligible is selected, the VTO program information appears in Eligible for on the event page. Participants can then apply for VTO when signing up for the event. Likewise, if VTO eligible is not selected, users will not see the VTO program information in Eligible for and cannot apply for VTO when signing up for the event.

VTO eligible will not appear when an event creator creates an event for a charity that is excluded from their community's VTO charity list or occurs outside of the VTO program dates. In addition, if an event creator selects an eligible charity, removes it, and then selects an ineligible charity, the VTO eligible option and event information will not appear.

Note: Although the VTO eligible option may not appear when creating an event for an Add Your Own (AYO) benefiting organization, these events are always set to VTO-eligible.

When applicable, users can sign up for an event with associated VTO hours.

  1. Navigate to Search Opportunities.

  2. Select an event. The event banner indicates if it is eligible for VTO.

  3. Select Sign Up.

  4. Select Add Shift to add the applicable shift(s) for each event occurrence.

  5. Select Next Step.

  6. Complete any required or applicable fields.

  7. In the Eligible for: section, select the applicable VTO button (label may vary between communities).

  8. Select the shift(s) and edit any hour listings as applicable.

  9. Select Next Step.

  10. Select Sign Up. Depending on community settings, a manager may need to provide approval before users receive credit for VTO.

After event completion, users can:

  1. Navigate to Volunteer, My Volunteering.

  2. Under History, select the event they participated in.

  3. In the event, select Edit Participation.

  4. Select VTO (label may vary between communities).

  5. Select the shift(s) and edit any hour listings as applicable.

  6. Select Save. Depending on community settings, a manager may need to provide approval before users receive credit for VTO.

Note: To enable the VTO option for individual activities, your CSM must include an exclusion charity list in your community. In addition, your manager must be listed as a manager in the HR file. Contact your client admin or CSM for details.

  1. Navigate to Volunteer, Record Hours.

  2. Select Get Started.

  3. Complete all necessary and applicable fields to create a new activity.

  4. In the Eligible for: section, select the applicable VTO button (label may vary between communities).

  5. Select the shift(s) and add hour listings as applicable.

  6. In Manager Approval, select Search for Manager and select your manager's name.

  7. Select Save.

Depending on community settings in YC admin, VTO for events may require manager or super admin approval. When approval is required, the manager or super admin must:

  1. Navigate to the CSRconnect Admin Portal, VTO Approvals.

  2. Under Pending Requests, select the requests link.

  3. Review each request.

  4. Select either Approve or Decline for each request listed.

  5. Optional step: Include a message to the employee regarding their request.

  6. Select Approve Now or Decline Now. The VTO request is either approved or declined.

Tip: You can also approve VTO requests from the Approvals Manager.

Depending on community settings in YC admin, VTO for individual activities may require manager approval. When approval is required, the manager must:

  1. Navigate to Volunteer and then VTO (label may vary between communities).

  2. Select Need Your Approval.

  3. For each request listed, select Manage Request.

  4. Select Approve Request or Decline Request. The VTO request is either approved or declined.

Tip: You can also approve VTO requests from the Approvals Manager.