Overview
Our Onboarding, Compliance and E-learning features help you guide volunteers from their first sign-up through to becoming fully trained, verified, and ready to volunteer. All the functionality essentially acts as a Learning Management System (LMS).
You can create step-by-step onboarding flows that include:
Integrated DBS + ID checks
Form Submissions
Insert booking links for your training, interviews, or informal chats
E-learning: Create lessons, videos, and have the volunteer complete quizzes
Sign agreements & policies
Automatic group and qualification assignments
Volunteers complete these steps in the order you define, ensuring every volunteer is properly prepared before they begin volunteering. Once onboarding is complete, you can utilise the same courses and modules to continue to help you manage compliance by tracking qualifications and sending reminders for renewals or refresher training.
This system is made up of several key components that work together to create a seamless onboarding and training experience:
Journeys
Courses
Modules
In this article, we’ll introduce each of these components. Each component also has its own detailed help article where you can learn more about how it works.
Journeys
Journeys are the foundation of the onboarding process. A Journey is a sequence of courses or checks that guides a volunteer from start to finish. Enforce step-by-step completion and automatic reminders. Triggered automatically by opportunities or forms, and you can manually enrol volunteers.
Each Journey is made up of a series of steps, and you have full control over:
Which steps are mandatory
Where staff approval is required
The order in which volunteers complete each step
The volunteer groups assigned at the end of the Journey
A Journey can include:
DBS and/or ID verification
Courses that you create (see the next section for details on Courses)
Once volunteers complete all required steps (courses, ID checks, and DBS verification if applicable), they can automatically be assigned to a group. This group assignment grants access to specific missions.
Our integrated DBS and ID verification partners are Verifile for DBS and Yoti for ID verification. DBS and ID Checks will be available for setup soon, with a launch expected later in June. More information will follow soon.
Important: While courses are included as steps within a Journey, any qualifications are awarded by the courses themselves, not by the Journey.
For a detailed, step-by-step guide on setting up and managing Journeys, see this article here.
Courses
Courses are a flexible way to deliver training, collect information, and manage compliance for volunteers. They can be part of an Onboarding Journey or used independently to manage qualification renewals. They are your building blocks for your journeys, or can be linked to your qualifications for renewals.
A course can include one or multiple elements, such as:
Modules (E-learning): Lessons, videos, documents, and quizzes to teach skills or confirm understanding.
Forms: Collect information, references, documents, or signed agreements, including DBS/PVG or other background checks information.
Booking links: Schedule in-person training, interviews, or informal chats.
After completion, volunteers can be automatically assigned groups and/or qualifications, helping you track compliance and skills.
Please note: Shorter courses often work best; they’re easier to reuse across multiple Journeys, quicker for volunteers to complete, and simpler to manage.
After an onboarding journey is completed or for your current volunteers, you can reuse the courses to renew qualifications. They can be used by themselves; for this use case, they don’t have to be part of a journey. The renewal options are configured on the qualification.
For more information on Courses, how to create and manage them, please read the following article here.
Modules
Modules are reusable learning content made up of lessons and optional quizzes. Create once and add to multiple courses. Lessons support rich text, video, and PDF content.
Modules consist of lessons, which can contain:
Written guidance, e.g., a PDF or a text and images formatted on Volunteero
Videos, e.g. short tutorials or informational clips
After completing all the lessons, you can end the module with a Quiz. The quiz can contain multiple-choice, true/false, short-answer and long-answer questions. This can be auto-graded, and you can set a pass score if you don’t use the short or long answer questions.
To use modules, they need to be part of a course. For a step-by-step guide on how to create modules, please check out the following article here.
The Volunteer View
So, what does all of this mean for your volunteers in practice? A great question. You can explore the volunteer experience in more detail in the following article here.
Not sure where to start when it comes to modules, courses and journeys? Sign up to our webinar series here and we’ll guide you through step-by-step.
Please sign up for one cohort; each cohort contains two live sessions.