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. 


    • Related Articles

    • How should I organize onboarding on Vome?

      🧭 How should I organize onboarding on VOME? ✨ Overview For most organizations, onboarding on VOME begins after a volunteer submits an Application Form. From that point, the volunteer is usually affected to a Sequence through one of three methods: a ...

    • The Volunteer Journey on Vome Volunteer: From Recruitment to Recognition

      The Volunteer Journey on Vome Volunteer: From Recruitment to Recognition Vome Volunteer provides a seamless and efficient volunteer management experience for both administrators and volunteers. Below is a step-by-step breakdown of the typical ...

    • 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? ...

    • Understanding Your Awards on Vome

      1. What are Awards on Vome? Awards are custom recognitions that organizations create to celebrate your volunteer contributions. When you meet certain milestones or when an organization wants to recognize your efforts, you can earn awards that appear ...

    • How do I store notes during volunteer interviews or for specific onboarding steps?

      How to Store Notes During the Onboarding Process Keeping detailed notes during the onboarding process helps maintain context, streamline team communication, and track important details about each volunteer. In Vome, you can easily add, view, and ...