Onboarding checklists

What is an onboarding checklist?

Before a volunteer starts with your organisation, they may need to complete a few formalities, such as providing specific documentation, attending an information session, or obtaining access passes. INVOLVE's onboarding checklists are customisable to your organisation, so you can easily see volunteer progress and when they are ready to go.

How do I customise the onboarding checklist

Only Organisation Administrators and Billing Owners can customise the onboarding checklist template for your organisation.

1. Navigate to My Organisation

2. Select the Settings tab

3. Find and select the Manage onboarding checklist row

4. When the modal appears, you can add, edit or delete the items or reorder them.

5. When you're done, select the button at the bottom of the modal. All volunteer records will be updated with the new template changes

How to check items off a volunteer checklist

1. Navigate to My Volunteers

2. Select the volunteer to bring up their profile

3. Select the checklist indicator on their Overview tab

4. Check off items and select the Save button at the bottom of the modal

You can also bring up the checklist modal from the list of volunteers without having to open up the volunteer's record. Select the checklist bar in the My Volunteers list. If you cannot see it, select the Customise button and turn on the checklist switch.

Program-specific checklists

Premium users can also add an onboarding checklist per program, for example, if the program explicitly requires a Working with Children Check or further training.

Adding a program-specific checklist

1. Navigate to the program

2. Select the down chevron next to the program name to activate the context menu and choose Manage Program Checklist

3. When the modal appears, you will find the organisation's onboarding checklist items. If they do not apply to volunteers in this program, you can select the eye icon to hide the item.

4. Add program-specific items by selecting the Add item... link at the bottom. You can reorder the items if needed.

5. When finished, select the Save button at the bottom of the modal