Click on the links below for the Charity Tracker Trainings.

(Length in Minutes)

Learning Your Workspace (3:14)

Searching for a Participant (1:09)

Adding a Participant (5:29)

Learning the Client’s Profile (3:39)

Entering Notes (1:36)

Adding Assitance Record (3:20)

Adding Assitance Record for Multiple Cases at one time (1:21)

Adding an Alert (1:14)

Create a Case Report (2:37)

Adding Volunteers & Volunteer Hours (4:54)

Adding Providers (3:03)

Capturing Strategic Planning Objectives in Charity Tracker (PowerPoint, 2022)

Click on the links below specific additional trainings.

(Length in Minutes)

Finance Training (Powerpoint)

Using the Excel Time Log Spreadsheet(2:36)

Time and Effort Code Paylocity Training (pdf)