How do I manage the onboarding process for a volunteer?

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 you will see a Sequences or Screening Checklist tab.

These are the Sequence or Screening Checklist items that you can create:

File Uploads

Pending: The user has not submitted this file

Uploaded:  The user uploaded the file

Complete:  The admin has verified that the file was submitted correctly, with the correct information received.

Expired:  If you add an expiration date and it has passed, the status will get updated to expired.

Fillable PDFs & Fillable Forms

Pending: The user has not yet completed the form.

Submitted:  The user submitted the form

Complete: The admin has completed the interview. You can set the completion date, in addition to the expiration date.

Expired:  If you add an expiration date and it has passed, the status will get updated to expired.

Interviews, Orientation & Training, Custom & Checklists

Pending: The user is pending for this step

Complete: The admin has completed the session. You can set the completion date, in addition to the expiration date.

Expired: If you add an expiration date and it has passed, the status will get updated to expired.

Videos
Pending: The user has not yet completed the interview.

Watcher:  The user watch the video until the end

Complete: The admin has marked the video step as complete.

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 positions. Therefore, if the volunteer has completed the phone interview, and then applies to a new position, it will already indicate that it was complete.