How do I manage the onboarding process for a volunteer?
1. Go to the Database page from the left-hand navigation.
2. Click the person's name to open their profile.
3. Click the opportunity you want to manage.
4. Scroll to the bottom of the application form, where you will see a Sequences tab.
These are the sequence step types you can create, and what each status means:
File Uploads | Pending: the person has not submitted this file. Uploaded: the person uploaded the file. Complete: an admin has verified the file was submitted correctly, with the right information. Expired: an expiration date was set and has passed. |
Fillable PDFs & Fillable Forms | Pending: the person has not yet completed the form. Submitted: the person submitted the form. Complete: an admin has reviewed the submitted form. You can set a completion date as well as an expiration date. Expired: an expiration date was set and has passed. |
Interviews, Orientation & Training, Custom & Checklists | Pending: the person is pending for this step. Complete: an admin has completed the session. You can set a completion date as well as an expiration date. Expired: an expiration date was set and has passed. |
Videos | Pending: the person has not yet watched the video. Watched: the person watched the video through to the end. Complete: an admin has marked the video step as complete. Expired: an expiration date was set and has passed. |
Shared requirements are tracked once, centrally. If somebody completes a phone interview in one sequence, they will not be asked to repeat it for a later role that requires the same thing: it already shows as complete.
For the full picture of how sequences are built, read How do Sequences work on Vome?