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How to view schedules with volunteers

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Sharing schedules is useful for staff coordination, shift leaders, and volunteer communication.
However, schedule views that include volunteer names should not be public by default.
Use the options below to share the right level of detail with the right audience.

Privacy first

Volunteer names and schedules can be sensitive information.
Before you share any roster view, decide who needs access and limit what is shown.
When in doubt, keep names internal to staff and use minimized displays (for example, first name and last initial) only where appropriate.
  • Do not publish full roster lists publicly.
  • Use manager-only views for shift leaders and staff.
  • Use opt-in volunteer visibility features when volunteers need to see who they are scheduled with.
  • If you use a link-based roster view, treat it like a private document and share it only with trusted recipients.

Requirements

  • “Shift leader needs tomorrow’s roster”
  • “Director wants weekly multi-project schedule”
  • “Front desk needs kiosk view”
  • “Volunteer wants to see who they’re serving with”
  • “Staff wants calendar subscriptions”
  • “Board members want executive summary”

 

Actions

  • Step 1: Decide who needs access
    Choose the audience first: admin staff, non-admin managers/shift leaders, or volunteers. Avoid public roster views that expose volunteer names.
  • Step 2: Choose the delivery method
    Pick the best delivery method: admin schedule views, emailed reports, calendar subscriptions, kiosk views, or controlled access links.
  • Step 3: Configure it
    Configure the calendar, project- or shift-level options that send rosters, multi-week reports, or manager summaries to approved recipients.
  • Step 4: Test privacy
    Verify what a non-admin can see. Use minimized views (first name + last initial) where appropriate, and restrict roster links to trusted recipients.
  • Step 5: Communicate changes
    Share the schedule access method and expectations (where to look, what updates they will receive, and who to contact for help).


Options for viewing project schedules with volunteers

Start by choosing the audience.
Then choose the viewing method that provides the needed detail with the least access risk.

Admins (logged in)

These options require an admin login and are best for staff who manage schedules and reporting.

  • HomeBase upcoming schedule box, including the print view.
  • Project bar calendar drawer for quick availability viewing by date.
  • Reports and exports, including the multi-week report for rosters.
  • Roll Call (staff app-style view) for schedules and check-in/out workflows.
  • Project-level reports such as timesheets and cumulative time.
  • Scheduled email reports with custom columns and delivery timing.

Managers and staff (no admin login)

These options are configured by an admin but delivered by email, calendar subscription, kiosk view, or controlled access.
They work well for shift leaders, coordinators, and internal departments.

  • Project multi-week report emails sent to staff recipients.
  • Shift-level daily roster emails for shift leaders and key staff.
  • Admin calendar subscriptions for project or multi-calendar views.
  • Roll Call access for qualified volunteer leaders while scheduled.
  • Roster emails triggered when a person is scheduled or sent daily to a fixed list.
  • Access codes that limit which projects and shifts are visible.
  • Kiosk manager view showing schedules and check-in status.
  • Optional kiosk roster display using first name and last initial.
  • Notifications for new signups and short-notice cancellations.

Volunteers (limited visibility)

Displaying volunteer names publicly can be a serious privacy concern.
If you need volunteers to see who they are scheduled with, use opt-in and limited-visibility options.

  • Mutual friend visibility where volunteers can choose to share schedules with each other.
  • Group member visibility where group members can see other scheduled members on shared shifts.
  • Admin-configured access codes that may show a roster, shared only with approved recipients.

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