Industry pack: Nonprofit

Nonprofit adds what a nonprofit organisation needs on top of HCM Core: volunteer, volunteer hours, grant, programme spend. Every screen carries charts, and the Overview answers the questions this industry asks first. It works with the people already in HCM Core and Employee; it changes nothing there.

1. Who uses it

Role	What they do
Volunteer coordinator	Recruits, screens and schedules volunteers.
Programme manager	Reads volunteer hours per programme and cost per beneficiary.
Executive director	Reads the share of spend that reaches programmes.

2. Before you start

• Installed plugin: hcm-industry-nonprofit (free tier; needs HCM Foundation and Employee). No licence feature has to be granted.
• Access: tenant administrators can use every screen; the Overview needs a tenant administrator or Report.View.
• Trial data: in a trial tenant, generate the Nonprofit industry pack in Demo Data: 10 volunteer, 12 volunteer hours, 6 grant, 10 programme spend.

3. Set up

1. Open Nonprofit > Volunteers and register each volunteer with programme and screening status.
2. Record Volunteer Hours per shift.
3. Record Grants with amount, restriction and reporting deadline.
4. Record Programme Spend to read the programme share.

4. Daily use

4.1 Volunteer

A volunteer, the programme they support and their screening status. Open Volunteer in the sidebar under Industry Pack, Nonprofit. Choose Add volunteer to add a record, click a row to change or delete it. The fields are: volunteer, programme, screening, joined on, active.

4.2 Volunteer hours

Hours a volunteer gave on a day. Many funders value volunteer hours. Open Volunteer hours in the sidebar under Industry Pack, Nonprofit. Choose Add volunteer hours to add a record, click a row to change or delete it. The fields are: volunteer, programme, date, hours.

4.3 Grant

A grant received: amount, restriction and when the report is due. Open Grant in the sidebar under Industry Pack, Nonprofit. Choose Add grant to add a record, click a row to change or delete it. The fields are: grant, funder, programme, amount, restriction, report, report due on.

4.4 Programme spend

Spending by category and type, so the programme share of total spend can be read. Open Programme spend in the sidebar under Industry Pack, Nonprofit. Choose Add programme spend to add a record, click a row to change or delete it. The fields are: programme, type, date, amount.

5. Charts, reports and exports

Figure	What it counts
Active volunteers
Volunteer hours
Volunteers cleared %
Programme share of spend %
Grant reports overdue
Volunteer hours by programme	Total hours
Screening status	Cleared, pending, expired
Grant funding by funder	Total amount
Spend by type	Programme, fundraising, admin

Every list page also has charts of its own records (by status or category, and a trend), and the platform grid offers search, paging, column choice and export.

6. On a phone or tablet

Every screen works on a phone: tiles, charts and lists stack one per row, and the add and edit dialogs fit the screen.

7. Rules and limits

• Volunteer hours are not given a money value: use the rate your funder or national statistics office publishes if you need to report in-kind value.
• Programme share follows the type you give each spend row; classification rules differ by country.
• The figures are only as good as the records entered. Benchmarks differ between sources, so none is hard-coded as a target: read the figures against your own history.

8. Troubleshooting

Symptom	Cause and fix
A chart says "Nothing to show yet"	No records yet, or none with the date or category the chart needs. Add records or generate the demo pack.
The Overview says forbidden	Your login is not a tenant administrator and lacks Report.View.
A screen is missing from the sidebar	The plugin is not installed for this tenant. Ask a platform administrator to install hcm-industry-nonprofit.

9. Related guides

• HCM Core
• Employee Information