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Find a Company Serve opportunity
Open Company Serve, review the listed opportunities, and register from the opportunity page.
Add a Serve opportunity
Add a partner’s published event or opportunity so employees can find it in Company Serve.
Use the enterprise dashboard
Company program admins work in the Enterprise dashboard to run Serve, partners, people, stories and impact. Employees who are not admins use Company Serve instead.
Verify employee hours
Open Serve Verification to review pending participation records and approve only hours that match the opportunity.
Invite a nonprofit partner
Invite a nonprofit from Enterprise Partners so their published events and programs can appear in Company Serve.
Invite enterprise employees
Use People to invite employees and assign office, department or role details before they join Company Serve.
Review enterprise impact analytics
Open Impact analytics to review participation, verified hours and employee giving for the selected period.
Use the enterprise marketplace
Use Marketplace to discover nonprofit programs the company can sponsor; this is not the same as creating a nonprofit fundraising campaign.
Create a volunteer opportunity
Create a volunteer opportunity with a clear role, schedule, capacity and participation expectations.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
Approve volunteer hours
Review pending volunteer hours against the related activity before approving or rejecting them.
Manage nonprofit volunteers
Use the nonprofit volunteer workspace to review participants, assignments, activity and follow-up.
Manage CRM deals and opportunities
Use deals in pipeline stages to track an opportunity, its value, ownership, status and next action.
Use CRM pipelines
Use pipelines in Advanced CRM to track leads or relationship stages with clear ownership and next steps.
Create free registration
Use the event registration settings for a free event when attendees need to reserve a place.
Cancel an event
Cancel an event only after reviewing its registrations, ticket commitments and attendee communication needs.
Check in volunteers and attendees
Use Volunteer & event check-in to locate the correct event and record arrival for registered participants.
Choose an event date and time
Set the event date, start time and end time carefully, then review the displayed timezone before publishing.
Choose the right event host
Choose whether an event is hosted by an individual, organization, community or network before configuring it.
Create paid tickets
Add ticket options and prices only after the event host has the required payment setup.
Create your first event
Create an event by choosing the right host, activity and event details before publishing.
Edit a published event
Update event details carefully and communicate material changes to registered attendees when appropriate.
Manage event registrations
Use the event management view to review registrations and attendee information for your event.
Publish an event
Review details, registration and payment readiness before making an event available to attendees.
Set an event title and description
Use a clear title and a practical description so attendees understand the purpose, schedule and expectations.
Set event location or online details
Add an in-person location or the relevant online joining details according to the event format.
Set ticket capacity
Set a ticket quantity that reflects the real capacity and review it before attendees begin purchasing.
Set ticket sales dates
Use ticket sales dates to control when a ticket can be purchased and stop sales when needed.
Use event templates
Start from an available event template when it matches your format, then review every copied detail before publishing.
Configure a program instance
Review instance settings before delivery starts and avoid changing identifiers or dates that would make existing records misleading.
Create a nonprofit program
Create a program to organize long-running service delivery, outcomes and related activities in the nonprofit workspace.
Create a program with AI
Use the AI-assisted program builder to draft a starting structure, then verify every generated objective, activity and measurement before saving.
Manage a program instance
Use a program instance for a specific delivery period or cohort and keep its dates, status and operational records current.
Manage program beneficiaries
Add and maintain only the beneficiary information needed to deliver and measure the selected program instance.
Manage program cohorts
Use cohorts to group beneficiaries within a program instance when delivery, reporting or follow-up differs by group.
Manage program funders
Associate funders with the relevant program instance and keep commitment and relationship details accurate.
Manage program institutions
Associate delivery partners or institutions with the correct program instance and maintain their current details.
Record program distributions
Use distribution logs to record what was provided, when it was provided and the relevant program instance.
Start from a program template
Review the available program templates and choose one only when its structure matches the work your organization delivers.
Track program inventory
Record inventory assigned to a program instance and reconcile quantities when items are received, allocated or distributed.
Track program money
Use the program money area to record and review program-specific financial activity without treating it as a replacement for formal accounting.
Use program records
Create program records for operational evidence that belongs to a specific program instance and follow your organization data policy.
Create an initiative
Create an initiative to organize an impact goal or program of work, then add clear details before sharing it.
Manage initiative volunteers
Use initiative volunteer tools to review participation and communicate the next steps through the appropriate initiative workflow.
Discover GoodAction communities
Use Discover to find public GoodAction communities, events and opportunities that match your interests.
Find people and organizations
Use Discover to explore people, organizations, communities, events and opportunities available to your profile.
Manage social connections
Use Connections to review relationship requests and maintain the people connected to your GoodAction social profile.
Save GoodAction content
Use the available save control to keep eligible content for later and review saved items from the social dashboard.
Use GoodAction chats
Use Chats for platform conversations, respect participant privacy and use Support rather than social chat for account or payment issues.
Use GoodAction habits
Use Habits to set and review personal impact routines, then update habit settings when reminders or goals no longer fit.
Use hashtags
Open a hashtag to find related public content and use relevant hashtags when creating content.
Use the Social dashboard
The Social dashboard is the personal workspace for Good Identity, participation, communities, connections and personal impact.