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Initiative Creation Process

Here are the steps to create a volunteering initiative for your employees from your company space.

Updated over 4 months ago

🎯 Purpose of the Article

This article guides you through creating a volunteering initiative on the platform. It is intended for company or network admins who want to publish new initiatives.

✅ Prerequisites

  • You must have an admin role

  • You must have permissions to publish missions

🧭 Steps to Create a Mission

1. Access the mission creation menu

  • Go to your company dashboard

  • Click on My actions

  • Select the Initiatives tab

  • Click + Create an initiative

2. Fill in the mission details

❓ General information

  • Mission language(s)

  • Partner organization (if you're authorized to publish on its behalf)

    • For "internal" initiatives, select the nonprofit with your company name at this stage of the initiative creation process. If you do not yet have a nonprofit at your company's name, contact support.

  • Dedicated company (if you are part of a network)

  • Type of initiative

  • Initiative title and description

📹 Media

  • Add an image or video to illustrate the initiative

📍 Planning

  • Dates and times: fixed slots or flexible availability

  • Initiative location

  • External registration link (if needed)

👊 Impact

  • Beneficiary audience

  • Required expertise (optional)

  • Related Sustainable Development Goals (SDGs)

🛠️ Settings

  • Point of contact: person who will welcome the volunteers

  • Time-counter: disable if the initiative will not be debited from the employees' time counter

  • Manager notification: enable if you don’t want to notify the manager when someone signs up

  • Signup validation: manual or automatic

  • Customize automatic emails and set up reminders

⚠️ Mission settings override the partnership settings. Even if a partnership allows automatic signups, the mission’s configuration is what applies.
⚠️ If you customize emails, changes will only apply to new registrations after the update.

👁️ Visibility
Choose whether the mission appears in the public catalog or is limited to certain entities.

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