How do I manage the onboarding process for a volunteer?
1. Go to the Database page from the left-hand side navigation
2. Click on the person's name to open their profile
3. Click on the opportunity that you would like to manage
4. Scroll down to the bottom of the application form, and click on the Onboarding tab.
There are four (4) onboarding items that can be managed if added to the recruitment process for an opportunity in Add Opportunity (Step 6), and each will have statuses assigned to them that can be updated.
Forms & Waivers | Pending: The volunteer has not submitted this form. Added: The admin has added the form. Complete: The admin has verified that the form was submitted correctly, with the correct information received. |
Interviews | Pending: The volunteer has not yet completed the interview. Complete: The volunteer has completed the interview. You may also add the completion and expiration date. Expired: If you add an expiration date and it has passed, the status will get updated to expired. |
Orientation Sessions | Pending: The volunteer has not yet completed the session. Complete: The volunteer has completed the session. You may also add the completion and expiration date. Expired: If you add an expiration date and it has passed, the status will get updated to expired. |
| Training Sessions | Pending: The volunteer has not yet completed the session. Complete: The volunteer has completed the session. You may also add the completion and expiration date. Expired: If you add an expiration date and it has passed, the status will get updated to expired. |
It is also important to note that once the volunteer completes a Phone Interview (within the Interviews section), the volunteer will no longer be asked to complete another Phone Interview for new opportunities. Therefore, if the volunteer has completed the phone interview, and then applies to a new opportunity that has the same Phone Interview onboarding step entry, it will already indicate that it was complete.
Related Articles
What is the difference between an Application Form and Onboarding?
Application Form The Application Form is shown to volunteers upon submitting their application. You can customize the fields that you require volunteers to fill out during the application process (i.e., screening questions, resume, and emergency ...How should I organize onboarding on Vome?
There are many ways to easily keep track of onboarding new applicants using Vome! It is recommended to read through the summaries below to identify if you would like to track onboarding using sequences or opportunity-level screening checklists. 1. ...I'm a volunteer. How do I use Vome?
Vome was built to make it easy for volunteers to engage with organizations. 1a. I'm a new volunteer: Submit a general application form and/or apply for specific opportunities if the organization allows it. Link: How do I submit an application form? ...How do I store notes during volunteer interviews or for specific onboarding steps?
Go to Opportunities > Click on an opportunity to go the Opportunity Dashboard > Recruitment tab > View new applicants > Click on the applicant > Scroll down and click on the Onboarding tab > Click on View for the onboarding step you want to add notes ...How do I manage expired user documents on Vome?
Vome makes it simple to keep track of expired documents, whether you choose to collect documents from users through a form or as part of a sequence. You can enable specific expiration settings, which can prompt users to login and reupload the expired ...