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Boost your onboarding

Utilise Volunteero missions during your onboarding

Jennifer Mars avatar
Written by Jennifer Mars
Updated over 7 months ago

Make your onboarding more efficient and introduce your volunteers to the app from day one. Give your volunteers early access to Volunteero and have them complete all of their onboarding steps with the use of volunteero missions. This will help you keep track of where your volunteers are at in the process and what they still need to complete.

  • Set up a Training/Onboarding Group

  • Set up Missions

  • Onboard Volunteer

Please bare in mind - you can change these steps according to your own processes. This is an example using an interview, policy agreement and a training session.

Set up a Training/Onboarding Group

Create a training/onboarding group on your dashboard, this group will only have volunteers in it who are still going through the onboarding process. They will only see missions posted to this group and all volunteers. This way you can make sure they won't see any missions yet they aren't qualified for yet.

Set up Missions

For this example I'm setting up the following steps:

  • Policy Agreement

Create a mission on Volunteero with the sole purpose of having your volunteers read and agree to your policies. This can be done by linking to a form and/or having the policies in your report. See images below.

  • Training session

Set up a mission with all of your upcoming training sessions. This could be in person or online. The volunteers can then sign up to a date that suits them. Add the location in or drop in the zoom link so it's easy for the volunteers to join.

Create a report to go with your training session and gather useful data and feedback on your training process.

  • Interview

Really similar to the training sessions, you can set up interview slots for your volunteers.

Onboard Volunteer

A new volunteer will fill in your application form and you will receive a submission on Volunteero. After assessing their application form, you can onboard them using our handy 'onboard volunteer' feature and add them to your Training Group straight away. This means they will only see the training missions when they log in. They can now sign up to an interview, a training sessions and they can read and agree to your policies.

You can keep track of what stages they have completed on the process stages on their submissions. Once they have passed all the stages of onboarding, you can now change them from the training group to their relevant volunteering groups so they can start their official volunteering on Volunteero.

Extra tips - while they complete your onboarding steps, add the qualifications to their profile so you keep their profile up-to-date. Also, award training badges to your volunteers to recognise their early efforts.

Hope you found this article helpful. If you want to use this approach for your own onboarding and need some advice on how to set it up, please contact the team through the support button.

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