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 on > Add notes in the pop-up.
The Notes tab on the volunteer's application will centralize all saved notes relating to onboarding items, and you may also add a general note from there. All notes will be stored on the volunteer's profile indefinitely.
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 ...
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 do I edit the Onboarding steps for an opportunity?
Go to the Opportunites page > Click on an opportunity > On the Opportunity Dashboard, click on the Onboarding tab > Click on Edit
What are the different step categories when adding steps in a sequence? How should I use each category?
When creating the steps for any given sequence, you can currently choose between various step categories (i.e., Form Upload, Interview, Orientation, Training, Custom). The only implication of adding a step within a specific category is it can be ...
How do I add general notes to a volunteer's application?
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 add a note for. 4. Scroll down to the bottom of the application form, and you will ...