Streamline your onboarding process by introducing volunteers to Volunteero from day one! Give them early access to the app so they can complete all onboarding steps through Volunteero missions, helping you easily track their progress and next steps.
Note: You can change these steps according to your own onboarding processes. This is an example using an interview, a policy agreement, and a training session.
Set up a Training/Onboarding Group
Set up a dedicated Training/Onboarding group on your dashboard to easily manage new volunteers. Volunteers in this group will only see onboarding-related missions, ensuring they don’t access missions they’re not yet qualified for. See the screenshot below for an example.
Larger organisations with more complex onboarding processes may choose to create multiple onboarding groups, manually moving volunteers through each stage (e.g., Interview → Forms → Training), with each group seeing only the relevant missions for that phase.
Alternatively, you can keep things simple by creating one onboarding group and posting all onboarding missions there.
Set up Missions
For this example, I'm setting up the following steps: Interview → Forms → Training. Again, your onboarding stages may look different from our example.
Setting up a mission for interviews
You can use the Shifts feature to make scheduling interviews simple and self-service for your volunteers. By setting up your interview as a mission with shift slots, volunteers can easily book their preferred interview time directly in the Volunteero app.
Forms (e.g., Volunteer agreement)
You can link directly to a Volunteero form where volunteers can read and agree to your policies. This can then be linked to their volunteer profile, allowing you to easily see which forms they’ve submitted.
Alternatively, you can include the policies within the report section for volunteers to acknowledge after reading. This option links the confirmation to the mission rather than the volunteer’s profile. Either way, you’ll have clear, organised records confirming that each volunteer has reviewed and understood your policies.
If you choose to link Volunteero forms in your mission description for volunteers to read, sign, and submit, we recommend creating a short, dedicated report linked to the mission template. Add a simple toggle, such as “I confirm I have signed all the forms,” so volunteers can easily confirm they’ve completed everything. Please see the screenshots below!
Training session
Just like setting up an interview mission, create a mission that lists all your upcoming training sessions, whether they’re in-person or online. Volunteers can then book onto the date that best suits them using the shifts feature. Be sure to include the training location or drop in the Zoom link so joining is quick and easy.
Create a report to accompany your training session and capture valuable insights from your volunteers. Use it to gather feedback, measure engagement, and identify opportunities to improve your training process for future sessions.
Onboard Volunteer
When a new volunteer submits an application form, you’ll receive it directly in Volunteero. After reviewing their application, use the ‘Onboard Volunteer’ feature to add them straight to your Training Group. This ensures they only see training-related missions when they log in, allowing them to easily book an interview slot, sign up for a training session, and review and agree to your policies, all in one place.
You can easily monitor each volunteer’s progress through the onboarding stages by checking the process stages on their submission. Once they’ve completed all the onboarding steps, simply move them from the Training group to their relevant volunteering group so they can begin their official Volunteero journey!
Extra tip: As your volunteers complete their onboarding steps, make sure to add any relevant qualifications to their profiles to keep everything up to date. You can also award training badges to celebrate their progress and recognise their early achievements!
Video Tutorial
As always, if you require any further assistance with this, please use the support button in your Staff Dashboard or email us at support@volunteero.org. Our team will be happy to help!😊