How should I organize recruitment on Vome?
1. Start by building a general application form in the Forms module
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!
If this sounds like what you are trying to accomplish, please read How do I use Forms on Vome? and How does Vome streamline recruitment through automation?
You can choose to create multiple application forms for various types of applicants (i.e. groups, specific opportunities, etc.).
You can choose to create multiple application forms for various types of applicants (i.e. groups, specific opportunities, etc.).
Looking to create a public shift calendar for quick and easy shift sign ups? Read this FAQ article: How can people access a shift calendar even if they're not approved for opportunities?
Looking to create a public shift calendar for quick and easy shift sign ups? Read this FAQ article: How can people access a shift calendar even if they're not approved for opportunities?
2. Share the link to your form
Set your application form's visibility to Public so that it is accessible from the Get Involved button on your organization's info page.
You should embed the link to your application form in a button on your website to redirect new applicants from your website to your Vome form!
3. Choose your recruitment workflow when creating opportunities
In Step #7 of the Setup Checklist, you will be instructed to create opportunities. Each opportunity has it's own recruitment landing page (called the "opportunity info page" with an Apply button. Since each opportunity can have it's own tailored recruitment process, you will be able redirect users who are not approved for the opportunity to a form to express their interest in a given opportunity.
You can share a link to an opportunity info page so that the new applicant learn more about an opportunity before getting redirected to the application form.
There are two (2) distinct recruitment workflows for each opportunity:
- General application funnel (Recommended):
Here you'll have a choice of redirecting all users who are not yet approved for the opportunity (new applicants or current volunteers) to any application form(s) in your Forms module.
Users who are already approved for the opportunity will bypass the recruitment workflow and will be able to reserve shifts and claim hours right away.
- Direct opportunity funnel:
Here you'll create a custom form (or template) for the opportunity which will later be found in the Opportunity Dashboard > Recruitment tab, as custom forms built under the direct application funnel will not be found in the Forms module. New applicants will be found in the Opportunity dashboard when they submit the form.
You can share a link to an opportunity info page so that the new applicant learn more about an opportunity before getting redirected to the application form.
There are two (2) distinct recruitment workflows for each opportunity:
- General application funnel (Recommended):
Here you'll have a choice of redirecting all users who are not yet approved for the opportunity (new applicants or current volunteers) to any application form(s) in your Forms module.
Users who are already approved for the opportunity will bypass the recruitment workflow and will be able to reserve shifts and claim hours right away. - Direct opportunity funnel:
Here you'll create a custom form (or template) for the opportunity which will later be found in the Opportunity Dashboard > Recruitment tab, as custom forms built under the direct application funnel will not be found in the Forms module. New applicants will be found in the Opportunity dashboard when they submit the form.
A. General application funnel:
- Each opportunity that has this setting is redirecting interested applicants from the opportunity info page who are not yet approved for the opportunity to an application form.
- This process is similar to what you would have on your website - when a volunteer submits the form, you can decide what to do next (i.e. assign them to an onboarding sequence, opportunities and/or shifts).
- You can then link this general form to your organization's info page by making it public and it will be accessible from the Get Involved button.
So for example, let's say you build a form in the Forms module titled Volunteer Application Form. There are three (3) ways for users to arrive to this form:
1. You can copy and share the link (URL) for people to arrive directly on the form.
2. You can set the form's visibility to Public so that you can copy and share the link to your organization's info page and people can access the form via the GET INVOLVED button. The benefit is for potential applicants to be able to explore your public opportunities before going to the application form (i.e. a "shopping mall experience" before applying)
3. When you create opportunities, you will be able to configure the recruitment workflow setting to General application funnel and then choose from the dropdown list of forms Volunteer Application Form (from the example above). If a user is browsing featured opportunities on your organization info page and clicks on an opportunity (e.g. Opportunity A), if the user is not already approved for the opportunity, they can Apply from the opportunity info page and it would redirect them to the Volunteer Application Form (i.e., they won't be applying directly for Opportunity A, but you will know that they arrived to the form from Opportunity A because of the field called "How did they arrive to this form?". From the form submission, you can screen their application and choose to assign them to the opportunity at any time.
1. You can copy and share the link (URL) for people to arrive directly on the form.
2. You can set the form's visibility to Public so that you can copy and share the link to your organization's info page and people can access the form via the GET INVOLVED button. The benefit is for potential applicants to be able to explore your public opportunities before going to the application form (i.e. a "shopping mall experience" before applying)
3. When you create opportunities, you will be able to configure the recruitment workflow setting to General application funnel and then choose from the dropdown list of forms Volunteer Application Form (from the example above). If a user is browsing featured opportunities on your organization info page and clicks on an opportunity (e.g. Opportunity A), if the user is not already approved for the opportunity, they can Apply from the opportunity info page and it would redirect them to the Volunteer Application Form (i.e., they won't be applying directly for Opportunity A, but you will know that they arrived to the form from Opportunity A because of the field called "How did they arrive to this form?". From the form submission, you can screen their application and choose to assign them to the opportunity at any time.
How should I set up a process for my active volunteers to be able to register for opportunities without having to assign them to opportunities or treating them like a new applicant every time they want to apply to one?
- Make sure that you've published all of your opportunities by this point.
- Create a new form in your Forms module for current volunteers to get redirected to when they're already considered active. On Vome, perhaps that means they've been added to your Active list in the database. For example, create a form called "Current Volunteer - Opportunity Registration Form"
- Add a multiple selection question and label it as "Which opportunities are you interested in?" and add response options for each opportunity in your Opportunities module (i.e. Opportunity A, Opportunity B, etc.).
- Add an automation on top of your question to auto-assign opportunities when users submit the form. In the form content editor, scroll down to the questions and click on the Automations button in the question toolbar, and use the automation logic that says "When the user responds with X > Auto-assign opportunities > Select an opportunity". Create this automation for each response option (i.e. opportunity)! For example, when the user responds with Opportunity A > Auto-assign opportunities > Select Opportunity A
- Go to your Opportunities module > Select all opportunities > Click on the Actions button that appears on top > Select Edit recruitment workflow > Select General application funnel > Link both of your forms: "General Application Form" and "Current Volunteer - Opportunity Registration Form" to all of your opportunities. This way, users can choose the relevant form based if they're truly a new applicant or an existing volunteer trying to register for an opportunity they're not currently approved for.
Learn more about how to create this process with screenshots by reading this support article.
B. Direct opportunity funnel:
- Alternatively, you may want prospective candidates to apply for a specific opportunity. Once a user submits their inquiry form for an opportunity, their status for the opportunity will become Pending for the opportunity (unless "Auto-approve new applicants" is enabled. Learn more).
- If you add screening checklist items for an opportunity, the user will be immediately assigned to the screening checklist once they submit their inquiry form. Once a user is approved for the opportunity, they will be notified that they can begin reserving spots to shifts and/or submit hour claims for it.
- If you prefer to have users apply or register for opportunities directly by filling out the same exact inquiry form content, we recommend creating Form Templates to avoid needing to create the same form time and time again, for each opportunity.
If this sounds like what you are trying to accomplish, read How do I use Templates on Vome?
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