Volunteer report with status - submitted for a grant, approved, declined or not submitted

  • A report that shows volunteer hours for a given timeframe and whether those hours are sitting in the system, submitted for a grant, approved, or declined. Today, I have to pull multiple reports and do your own reconciliation to figure out what's still outstanding (e.g., volunteer participation report + all giving).

  • Automated reminder emails for employees who have eligible volunteer hours but haven't submitted them yet. Starting a couple of weeks before the deadline and increasing as the deadline approaches would make a ton of sense, especially since we have similar reminder functionality in other parts of the platform.

  • Guest
  • Sep 9 2026
Client Name RSM US LLP
Employee Name Kat Carlson
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  • Caroline Walker commented
    10 Sep 18:26

    First bullet point would be a huge win to be able to pull a report and understand if volunteer hours are associated and/or eligible for a volunteer reward. Currently there is not one report to reconcile volunteer hours to rewards/vol. match.

    Second bullet also related to: https://csrconnect.ideas.aha.io/ideas/CSRCON-I-719