Training Plan: Shifts

Training Plan: Shifts

The information in this training plan is meant to be reviewed by your organization, and used as guidance on what should be included in your individualized training materials created by you for your users when learning how to use iCarol. Using the Knowledge Base articles linked below result in great success when teaching users about how iCarol works.
Please sign into iCarol before clicking any of the links


  1. Legacy Shifts:Create, Edit, and Delete Shifts
  2. New Shifts: Create, Edit or Delete Shift Templates
  3. Legacy Shifts:Understanding Trainer/Trainee Shifts
  4. Customizing Shift Settings for Volunteers and Staff
  5. Legacy Shifts:How to Assign Vols-Staff to Shifts
  6. New Shifts: Assign Vols-Staff to Shifts
  7. Legacy Shifts:How to Unregister Vols-Staff from Shifts
  8. New Shifts: Unregistered Volunteers and Staff from Shifts
  9. Shift Credit Options
  10. Flexible Shift Scheduling
  11. Tutorial Videos: Shifts

Shifts Training Plan for Standard Vols-Staff/Everyone
  1. Legacy Shifts: View and Sign Up for Shifts
  2. New Shifts: View and Sign up for Shifts
  3. Tutorial Videos: Shifts

Important Note: In 2024, iCarol released an update to the Shifts feature within iCarol. This update includes a mobile responsive design, modernized and simplified workflows, and enhancements for filtering and viewing the Shift Calendar. iCarol Support is working with individual customers to upgrade their Shifts to the new functionality. The instructions below are specific to the Shifts upgrade. If your iCarol system has not yet been upgraded, please view the legacy Shifts knowledge base articles

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