Roster and Roles

This page covers the first two tabs inside Volunteer Management: Volunteers and Roles.

Volunteers Tab

The Volunteers tab is where leaders prepare the real roster the schedule depends on.

Holy Resource does not require a separate people database just for serving. Instead, you choose an existing member and add the serving-specific details the ministry team needs.

A strong volunteer record usually includes

• the correct ministry
• one or more realistic serving roles
• a current status
• availability the scheduler can actually trust
• short notes when the coordinator needs context

The table then becomes the day-to-day operating view for search, filtering, editing, and cleanup.

Roles Tab

The Roles tab is where ministries define the positions they actually need filled.

Good roles are concrete. They should tell a leader and a volunteer the same thing. Examples might include greeter, camera operator, kids helper, worship leader, or usher.

Each role can include:

• the ministry it belongs to
• the role name
• a plain-language description
• optional requirements
• current status

AI-assisted drafting

On supported paid-license setups, role description fields can show an AI Generate action while the field is editable.

• Use it for a first draft only.
• Review the wording before saving the role.
• In Free mode, the AI action is hidden.
• If the field is disabled, the AI action is hidden with it.

Practical Setup Flow