Managing Opportunities
What are the Hour claim settings on an opportunity?
Hour claim settings is the fifth and last section of an opportunity's Schedule settings. An hour claim is the person telling you what they worked, rather than a check-in recording it, so this section decides who may claim, what happens to a claim ...
What are the Attendance tracking settings on an opportunity?
Attendance tracking settings is the fourth section of an opportunity's Schedule settings. It decides how attendance gets recorded: whether people check themselves in, how they do it, whether they have to be on site, and when the check-in and ...
What are the Scheduling controls on an opportunity?
Scheduling controls is the second section of an opportunity's Schedule settings. Where the User reservation settings decide what a user may do, these decide which shifts they can see and when the door is open. Use them when you want to release a ...
What are the User reservation settings on an opportunity?
User reservation settings is the first section of an opportunity's Schedule settings. It decides what an approved user is allowed to do on their own: whether they can see the shifts, reserve them, cancel them, and how many they can take. These ...
What are the Shift series settings on an opportunity?
These settings live on the opportunity, not on the series. Every series inside that opportunity follows them. The reservation policy is Off by default, so an existing opportunity behaves exactly as it always has until you deliberately turn something ...
Date range or series? Two ways to create recurring shifts
The short answer: if the work is ongoing, use a series. A date range gives you a pile of unrelated shifts that you will have to maintain one by one for as long as the program runs. Overview When you create shifts, Vome offers two ways to make more ...
Using the Cancellation Reason Prompt on Vome
The cancellation reason prompt is a per-opportunity setting that controls whether a user is asked why they are cancelling a shift reservation, and whether that answer is required. The setting lives on the opportunity's scheduling controls and applies ...
Shift Series on Vome
A Shift Series lets you set up recurring shifts from a single pattern instead of building each shift by hand. This article explains what a Shift Series is, how it differs from a regular shift, how to create and manage one, the Opportunity settings ...
Drop-In Shifts on Vome
1. What is a drop-in shift? A drop-in shift lets an approved user start a shift right away, even when they do not have a reservation on the schedule. The user chooses which opportunity they are dropping into and how long they expect to stay, and Vome ...
How Do I Customize the Landing Page for My Opportunity?
1. What is the Opportunity Landing Page? Every opportunity on Vome has a user-facing landing page. This is the page a user sees when they are directed to an opportunity through a direct link, when viewing shift details, when browsing opportunities ...
Opportunity Visibility on Vome
When publishing an opportunity, you can control exactly who can see and access it using Vome's visibility settings. This gives you full control over your recruitment, whether you want broad public exposure, a targeted private invite, or something in ...
How do custom Opportunity tags work on Vome?
Overview Custom opportunity tags let organizations classify, filter, and report on opportunities however they like. You can: Show tags to end users: This would effectively show the opportunity tag on your organization’s info page (both on the ...
How do I update the cover photo for an opportunity?
Here are the steps: 1. Click Opportunities using the left-hand side navigation 2. Click the opportunity for which you would like to change the cover photo 3. Click Actions (in the middle right hand side of the page) 4. Click Update cover photo
How do I change the category that an opportunity is associated to?
Steps to change an opportunity's category: Go to the Opportunities module Search or find the opportunity Click on the 3 dots option menu all the way to the right of the opportunity card Click on Change category
How do I delete a category?
Steps to delete a category: 1. Go to your Opportunities page using the left-hand side navigation 2. Click View categories on the top-right of your page 3. Select the category > click Delete category on the bottom-left of the popup
How do I delete an opportunity?
Steps to delete an opportunity: Go to the Opportunities module Search or find the opportunity Click on the 3 dots option menu all the way on the right of the opportunity card Click Delete opportunity
What does "Auto-approve opportunity" mean when customizing the recruitment workflow for an opportunity?
Auto-approve Opportunity when a volunteer registers through a linked Form When a Form includes a Shift Calendar, volunteers can reserve a Shift as part of their form submission. Because Shifts belong to an Opportunity, Vome needs to determine the ...
What are the Schedule settings on an opportunity?
Configuring Opportunity Settings in Vome How to access these settings: Go to the Opportunities module > Click on an opportunity to open the Opportunity Dashboard > Navigate to the Schedule tab > See settings below. You can also reach the same ...
How do I assign recurring shifts to a profile?
The short answer: if this is an ongoing commitment, build the shifts as a series and add the person at the series level. Then every future shift is covered automatically. Assigning shifts in bulk only reaches the shifts that exist today. Overview ...
What are the mandatory dimensions for the cover photo on categories?
At least 820 pixels wide by 312 pixels tall. Anything smaller is rejected when you try to upload it. That is a ratio of roughly 2.6 to 1, so a wide landscape image rather than a square one. A good target is 1640 by 624, which is the same shape at ...
How do I update many Opportunities at the same time?
1. Using your left-hand side navigation, click Opportunities 2. Check off the opportunities that you would like to update 3. Click on the Actions button that appears on top 4. Perform the necessary actions!
How do I share a link to an opportunity?
Steps to generate a shareable link: 1. Using your left-hand navigation, click My Opportunities 2. Click the opportunity for which you would like to share 3. Click the Details tab 4. Click Share on the top right of your screen
How do Opportunities work on Vome?
If you're managing a one-time event, read this article: How do I build one form that recruits and schedules at the same time? Opportunities are generally used to describe a job, position, role, activity, task, assignment, etc. (See Example 1 below). ...
Is there a way to edit Opportunity details (Ex. Title, description, etc.)
Yes! And here are the steps: 1) On your left-hand navigation menu, go to the Opportunities page 2) Click on an opportunity to go to the Opportunity Dashboard 3) In the 2nd tab (Details), scroll down to where you see the About the opportunity section ...
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
How do I edit the application form for an opportunity?
Overview The form somebody fills in to apply for an opportunity is not part of that opportunity. It is a Vome form that lives in your Forms module, and the opportunity's landing page simply sends applicants to it. So there are two different edits, in ...
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 ...
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 ...
How do I edit a category?
To edit a category that you have already created: 1. Go to your Opportunities page from the left-hand navigation 2. In the Filters on the left-hand side > under Group > enable By category 3. Hover over the category you would like to edit and click on ...
How do I manage the onboarding process for a volunteer?
1. Go to the Database page from the left-hand navigation. 2. Click the person's name to open their profile. 3. Click the opportunity you want to manage. 4. Scroll to the bottom of the application form, where you will see a Sequences tab. These are ...
How do I create more shifts for an opportunity?
Method 1: From the Schedule module 1. Go to Schedule 2. On the top-left, click + Create shifts 3. Select an opportunity 4. Populate the shift details fields or select a shift a template (from the Manage shift templates dropdown) Method 2: From the ...
How do I assign people to an opportunity, or share a link so they can apply?
Overview There are two ways to connect somebody to an opportunity, and they are opposites. Assigning approves them directly, skipping your recruitment workflow entirely. Sharing the link sends them through that workflow like any other applicant. ...
Where do I find the Attendance QR code, and do I need to print it?
Plan required: the Attendance QR code is a Pro feature. Overview There is one Attendance QR code for your entire organization. It covers every opportunity and every shift, so you download it once, print it as often as you like, and never think about ...
How do I approve hour requests?
Vome allows volunteers to submit hour claims for shifts that were not scheduled through the platform. To approve the hour request that a volunteer submitted: 1. Go to My Opportunities 2. Click on the opportunity 3. Go to the Schedule tab 4. Click on ...
If "Instant Book" is disabled, how do I approve shift requests?
1. Go to My Opportunities 2. Go to the Schedule tab 3. Click on the # PENDING in the Shift Requests box 4. In the Shift Requests pop-up click the green checkmark to approve the shift request. Opportunity Dashboard > Schedule tab: Image below ...
I've filled my opportunity and I want to stop receiving new applicants. How can I do this?
1. Go to Opportunities on the left-hand side navigation 2. Click on the opportunity 3. On the Recruitment tab, click Close if the application status is still Open. 4. On the pop-up click Close applications The result of this action will remove the ...
What are Insights?
Insights provide you with an overview of the traction your opportunity is receiving from interested candidates. This is an all-time cumulative count. Impressions: The number of times your opportunity was displayed to a volunteer when scrolling on the ...
How do I view new applicants?
1. Go to My Opportunities from the navigation menu 2. Click on the opportunity that has new applicants 3. On the Recruitment tab, click on View new applicants 4. A pop-up will open including the new applications you've received for the opportunity 5. ...
What is the difference between Active and Inactive opportunities?
Active opportunities are published and available for volunteers to engage with. For example, viewing and reserving spots to shifts. claiming hours, participating in the opportunity chatroom, etc. An opportunity can be active but private. The ...