Overview

A volunteer onboarding sequence helps you track each volunteer’s progress through various steps, from start to finish. While you can see a volunteer’s progress in the Sequences module or an individual’s profile, leveraging auto-assign profile tags for each step can add important visibility and functionality throughout the process.

1. Easier Tracking & Reporting

• By assigning a profile tag automatically when a volunteer completes a step, you can see that milestone reflected in their profile at a glance.
• This can simplify reporting: for example, you can filter your database by a tag like “Completed interview” to view everyone who has finished Step 1 of your onboarding process.

Example

• Step 1: Volunteer completes an interview.
• Moving a volunteer from Step 1 to Step 2 triggers the Completed interview profile tag to be assigned to the volunteer's profile.
• Later, you can quickly pull up everyone who has this tag to see who has finished interviews.
  
  

• If you use the reservation restriction feature for shifts, profile tags let you control which volunteers see and can reserve specific shifts.
• Automatically assigning a tag after a training step ensures that only volunteers with that completed-training tag can access those specialized shifts.

Example

• Step 3: Volunteer completes advanced training.
• Moving a volunteer from Step 3 to Step 4 triggers the Completed training profile tag to be assigned to the volunteer's profile.
• If an opportunity’s shifts are restricted to volunteers with Completed training, those volunteers will have instant access—no manual profile tag assignment needed.