Managing Your Roster

The Volunteers page is your complete roster. It shows every volunteer in a table with their scores, teams, expertise, trend indicators, and last active date. This guide covers how to search, filter, and take action.

The Volunteer Table

Each row in the table shows:

Name and avatar
Teams — Which ministry teams they belong to (with a “+N” indicator if they’re on multiple teams)
Expertise — Their professional expertise categories
Engagement score and Health score — Color-coded (green, orange, red)
Trend — Whether they’re improving, stable, declining, or flagged as At Risk
Last active — The date of their most recent check-in

Volunteers page — table view with scores, teams, and trend indicators

Searching

The search bar at the top lets you find volunteers by name, email, or phone number. Results filter in real time as you type.

Filtering

You can narrow down the list using several filters:

Team — Show only volunteers on a specific ministry team
Expertise — Filter by professional expertise category
Status — Filter by risk classification (Thriving, Burning Out, Emerging, Disconnecting)
Flags — Show only volunteers flagged as Needs Attention or New/Infrequent
Incomplete Profiles — Show volunteers who haven’t finished their profile setup

When filters are active, a count badge shows how many are applied and you can clear them all with one click.

Volunteers page with filters and risk badges visible

Sorting

Click any column header to sort. Available sorts:

Name — Alphabetical
Engagement — Highest to lowest (this is the default)
Health — Highest to lowest
Last check-in — Most recent first
Date added — Newest first

Volunteer Details

Click on any volunteer to open their detail view. You’ll see:

Full profile — name, email, phone, avatar
Expertise categories and skills
Recent check-in history with feedback
AI-generated feedback summary
Badges they’ve earned
Team assignments

Actions

From the detail view, you can:

Edit — Update their name, email, phone, or toggle active/inactive status
Email — Send them a message directly
Offboard — Remove them from your active roster (with a confirmation step)

Onboarding Tab

At the top of the Volunteers page, you’ll see an Onboarding tab. This shows volunteers who have pending team assignments or haven’t completed their profile setup. Use it during rollout to track who still needs a nudge to finish getting started.

Pagination

If you have a large roster, the table paginates automatically. You can choose to show 25, 50, or 100 volunteers per page.