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. Sequences
Sequences offers a more comprehensive set of features to track volunteer onboarding. It allows you to create a step by step process and track volunteer completion for each step.
For example, step 1 (submit a waiver), step 2 (attend an orientation session), step 3 (complete training, and so forth)
Additionally, sequences are an independent feature module, meaning you can assign volunteers to sequences regardless of their status to opportunities.
A common flow for organizations can be to use a general recruitment form to gather responses from new applicants, and then assign them to the necessary onboarding sequence!
You can also choose to make your sequence private, which would then be used for internal purposes and not shown to assigned volunteers. However, if you decide to make it volunteer-accessible, you can also choose to enable Self-Tracking, which would allow the volunteer to update their status to the sequence and mark themselves as finished. There are many options to explore!
2. Screening checklists
2. Screening checklists
Screening checklists allow you to add screening requirements on an opportunity-basis. Therefore, if a volunteer registers or gets assigned for the opportunity, they will be assigned the corresponding screening checklist.
A common flow for organizations can be to use opportunity-level registration, which would allow volunteers to access their screening checklist immediately after they register.
Ultimately, it depends on how you would like to structure your volunteer onboarding process. If you need any help with the setup, feel free to email us and we'll help you get it updated!
Related Articles
How should I organize recruitment on Vome?
1. Start by building a general application form Create your first form with recruiting new applicants in mind. Request core profile information, ask screening questions,, request documents, and many more options to choose from! You can choose to ...How do I set up my portal to organize event-based volunteering?
We want to help you make it as simple as possible to organize your event on Vome. Follow the guidelines below 1. Create a category and label it as the title of your event To do so, you can navigate over to Opportunities > + New Opportunity page. When ...How do Opportunities work on Vome?
If you're managing a one-time event, read this article: How do I set up my portal to organize event-based volunteering? Opportunities are generally used to describe a job, position, role, activity, task, assignment, etc. (See Example 1 below). ...How do I use Forms on Vome?
What are the different use cases for creating forms on Vome? Application, Inquiry, Registration: Add many different sections on a form to request profile information, emergency contact, medical information, general availability, question responses in ...How do I use Sequences on Vome?
Sequences are used to manage a step by step process. Although it can be used for project management or managing tasks, it is often used for onboarding new applicants. You can completely customize the steps of a sequence, assign profiles and easily ...