Record an Individual Activity

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

To log an individual activity, select Record new hours from the charity page.

Note: Some fields appear depending on your community-level settings. Fields marked with an asterisk are required.

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

2. Enter a Location. If this is a virtual activity, select Virtual.

3. Note: For users in regions where Google services aren't available, 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 using the search tool, you can select the option to enter your own outside organization, if enabled for your community.

   Note: This field can be pre-populated if you began this activity from the organization's page.

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 schedule.

   • Use Set Up Recurring Schedule for activities that occur on a regular schedule.

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 skills, types, categories, and tags that apply to this activity.

   Tip: Custom names for types, categories, and tags can vary by community.

   Note: Use Record Individual Activity Settings to manage types, categories, and tags for individual activities.

9. Select Continue.

10. If you selected Manually Enter Dates, add your Participation Dates and Hours under Activity Log.

    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 required questions.

13. If applicable, select Answer to respond to the survey for Community Reinvestment Act (CRA) compliance.

14. If applicable, respond to disclaimers.

15. Select Save.