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Book Index

Volunteers

All people who were in VolunteerWorks on the "File"/"Volunteers" screen are now people in VSys One. Find them from the Lookup people links on the Data entry panel of the main VSys One screen.

VolunteerWorks

VSys One Profile Editor

DOB, Gender

Personal data panel.

Age

Not converted, VSys calculates the volunteer's age based on their date of birth.

Type

Volunteer type

Employer

Company name

SSN

Not converted.

Church, School, Race, Highest education, Ethnicity, Marital status, various custom fields

Custom fields panel on the VolunteerWorks Custom tab.

Physician's office, name, phone

Custom fields panel on the VolunteerWorks Medical tab.

"Notes" tab, "Trait notes", "Interview notes"

On the Comments panel, or right-click on a person and select Comments and images.

"Evaluation" tab

Interviews panel.

"Accounts" tab

Accounts panel.

"Reminder" tab

Most reminders become certifications in VSys, find them on the Certifications panel.

"Traits" tab

Skills and Global job preferences on the Skills, needs, preferences panel, Languages on the Additional data panel, with most of the others appearing on the Custom fields panel.

"Custom" tab

Custom fields panel. Note: VSys doesn't know what your VolunteerWorks custom fields were called there, and so you may have to rename some of these fields in VSys.

"Jobs" tab

Job associations panel.

"Schedule" tab

Assignments panel in VSys. Note: past assignments are hidden by default, click the Show past link to see them.

"Employer" tab

If data was present, it becomes an "Employer data" certification on the Certifications panel.

"Recognition" tab

Awards panel.

"Training" tab

Training panel.

"Mandate" tab

Since VolunteerWorks provides relatively little information about these, they become the custom field VW Mandates on the Custom fields panel.

"Emergency" tab

Emergency contact addresses on the Addresses panel.

"Dates" tab

These become various values on the VolunteerWorks Dates tab on the Custom fields panel, and they appear on the Transitions link on the Additional data panel as well.

Referral records become Volunteer source values on the Personal data panel.

"Medical notes"

VW Medical field on the VW Medical tab on the Custom fields panel.

"Categories"

Groups and Additional groups.

"References"

Background Reference Check certifications on the Background checks panel.

"Merit hours"

These become account records in VSys.

See Also

VolunteerWorks Conversion Notes

Archived People

What Didn't Convert

Tool tips