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Creating a Role Offer

Available for Core & Enterprise-2

You can use role offers to get your workforce to accept a role before signing up for or being assigned to specific shifts within that role and also ascertain availability.


To create or edit a role offer, navigate to the Headcount menu and select Role Offers. Click Create.

See the Functional Area Overview article to set up functional areas prior to creating role offers.

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You will be prompted to enter several pieces of information. 

  • Functional Area
  • Job Title
  • Location
  • Venue
  • Volunteer Type 
  • Description
  • Publish - This makes the role offer visible on the user portal.



Moving along the Tabs, you will then see:

  • Demand - this where you can set the number of users you need to fill this role.
  • Criteria - set the rules for the role offer e.g Limit to a specific group
  • Settings:
    • Choose A Training - Here you can set a training module to be assigned to users in this role offer. 
    • Accept Form - You can assign a form for users to complete if they accept the role offer.
    • Reject Form - You can assign a form for users to complete if they reject the role offer.
    • Enable Role Offer Expiry - this will automatically expire the role offer after x amount of days

Once the Role has been created you will need to Add users to the role offer