Update 'Manage Board Membership' Flow Associated with Record Hours
Employees may be indicating they are serving on the board of a charity when they are recording individual hours because they assume the Manage Membership Button is part of the process of recording hours.
Possible solutions:
Move 'Manage Membership Role' button
Remove button entirely and rely on board memberships to be created and managed under 'My Account'
Add clarifying content to current page where 'Board Membership: Manage Membership Role' is.
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Madison Nowlin
- Apr 5 2023
- Reviewed: Voting Open
| Client Name | Wells Fargo |
| Employee Name | Mollie Phukan |
Related ideas
Here is an attached screen shot of the button showing up when signing up for a volunteer shift. We keep getting questions about what it is and why it is there.
Additionally, we noticed that the Board Membership/Manage Membership Role button appears when someone is signing up for a volunteer shift. This seems very ill placed/doesn't make sense, at least in our case. It would be great to have some more customizability around when and where the Board Membership/Manage Membership Role button appears and is used. Sounds like there are a few companies that have invested interest in making the Board Membership entry and tracking better. Maybe pull us together for some input?
Another idea would be to update the verbiage when you click on Board Membership button to include something like this: If you do not have a board membership position, just disregard. Below is what that pop up box says and I have added suggested content to avoid confusion. A lot of our employees are wondering what to do with this button and they don't need it!
Board Membership
Select your board membership role for this charity below. If you do not see your role, you can create a new one. If you do not have a board membership role, just disregard.
You currently don't have any roles to add
Another option would be to move up the Activity Type up so that IF board leadership is chosen then the Board Membership button shows. but this might not work for all clients.