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How to Manage Applications to Your Organization

Set up how you want volunteers added to your organization in Bloomerang Volunteer.

Updated over 2 weeks ago

People can be added to your Organization in two ways. Potential volunteers can choose to apply directly to your Organization and they can be added to your Organization from an Opportunity if they've registered for one. Depending on the settings you choose, you may accept applicants automatically or you may choose to review whether or not to accept them.

To find these settings:

  1. If you are in more than one organization, make sure you are in the right one.

  2. From the side navigation menu, click Controls, and then click Signup Workflow.

Automatic vs. Manual Approval

When someone applies to your Organization or registers for one of your Opportunities, they can be added to your Organization automatically, or they can be put on a 'Pending' list where you, as the Organization Manager, can decide to approve or reject their application. You can toggle between Automatic Approval and Manual Approval to choose what works best for you.

Manual Approval setting enabled.

Accepting and Denying Applicants

If you choose to manually approve or reject applicants, your potential volunteers are moved to pending.

To see a list of pending applications:

  1. If you are in more than one organization, make sure you are in the right one.

  2. From the side navigation menu, click People, and then click Volunteers.

  3. From the Volunteers drop-down list, select Pending Applications. The volunteers with pending applications appear.

    Volunteers drop-down list on the Volunteers page, with Pending Applications highlighted.

You can also filter applicants by criteria such as Form Question answers, Qualifications, and more.

To approve or reject a pending applicant:

  1. On the Volunteers page, hover over the applicant’s name.

  2. Do one of the following:

    1. To approve the volunteer, click the checkmark.

    2. To reject the volunteer, click the X.

Pending Application with accept or reject buttons.

To approve or reject applicants in bulk:

  1. On the Volunteers page, select multiple applicants.

  2. Click Take Action.

    Take Action button with number of select volunteers displayed.
  3. Select Approve or Reject to approve or reject all selected applicants.

You can also use the Take Action button to send a message to the selected applicants.

Tip: Time Contribution information appears in applicant profiles so you can see whether the applicant has already contributed time. To see time contribution information, click the applicant's name and view the Giving Summary page. For more information about the Giving Summary, see View a Giving Summary for Each Volunteer.

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