Volunteers
Volunteers takes someone from "we should ask them" to serving on a team: recruiting, onboarding, training, placing them in a position and keeping them in the loop with posts and events in the Serve app.
Words you'll see
Positions are organized up to four levels deep:
- Service: a gathering you staff, like "Sunday 9am" or "Wednesday Night".
- Area: a part of the service you staff on its own, like Check In, Worship or Small Groups.
- Group: a folder for positions that belong together, like one grade or one room. Groups can have subgroups.
- Position: one job someone fills, like "Small Group Leader". You set how many you need.
And for people:
- Volunteer: someone serving in a ministry, with a status of Candidate, Onboarding, Active, Inactive or Archived.
- Placement: a volunteer sitting in a spot on the Positions board.
- Prospect: someone on the Recruiting board you'd like to ask.
- Workflow: your ministry's onboarding checklist. Each person going through it has their own copy with steps to finish.
The pages
| Page | What it's for |
|---|---|
| Overview | Everyone serving in the ministry |
| Positions | Your team structure, how full it is and who's where |
| Recruiting | People you're asking, from first idea to "yes" |
| Onboarding | People working through your onboarding checklist |
| Training | Self-paced courses |
| App > Posts | Announcements in the Serve app |
| App > Events | Events and RSVPs in the Serve app |
| App > Setup | What volunteers see in the Serve app (admins) |
| Settings | Workflows, audiences, profile fields and CCB group sync (admins) |
Everything is for the ministry picked in the ministry switcher.
Set up Volunteers
- Build your positions, or start from a template.
- Add your current volunteers, or import them from CCB.
- Place them in positions.
- Build an onboarding workflow for new volunteers.
- Roll out the Serve app.
Does Volunteers email people?
Only in two cases: the Serve app invite, and phone notifications for posts and events. Onboarding emails are drafts your team copies and sends. Adding, placing, recruiting and training people doesn't send them anything.