Applications help you keep your volunteers on the same page with consistent information and training. You can automatically approve every volunteer who fills it out, or manually review each one.
Once the General Application is enabled, all volunteers must complete it before joining your organization or volunteering at an event.
How do you add applications?
- Go to the People menu and select the Applications option.
- Click on the "Create an Application" button to begin the process.
- Creating an application involves five key steps: General Information, Custom Questions, Waiver, Custom Content, and Settings.
- Introduction: This is a required step for you to provide some text that will serve as an opportunity to welcome new volunteers and share any context for the rest of the application.
- Custom Questions: You can enhance the application process by including specific questions for your volunteers. There are: Address, Birthdate, Dietary Restrictions or Allergies, Emergency Contact details, Gender, Language Skills, Meal Preferences, Phone Number, T-shirt Size, and any Custom questions tailored to your organization's needs.
- Waiver: You can create a new Waiver or choose from the library. Learn more about the waiver Once a volunteer has completed the waiver for their application, they will not be required to submit the same waiver again in the future.
- Custom Content: You can also add custom content to the application process. This can include an explanation of what it's like to volunteer with your organization, links to webpages or videos they should review, and Documents (like a Volunteer Manual). Candidates will check a box saying that they've reviewed the content.
- Settings:
8.a. Admin Review Settings: set up how you would like to approve the application automatically or Manual Approval:
- Manual Approval (default) - Every candidate's application will need to be manually reviewed and approved by an admin before they can sign up for opportunities.
- Auto Approval - Once a candidate completes their application, they are automatically approved and can sign up for opportunities.
8.b. Transition for Existing Volunteers: It is important to establish a transition process for current volunteers. Choose option:
- Waive application for all existing volunteers (default) - Any volunteer in your contacts will receive the "Waived" application status and be allowed to volunteer without a completed application. You can send these volunteers an application at any time.
- Existing volunteers should complete an application- choose the confirmation preferences: automatically approved, automatically approved with Private Access, or subject to manual review.
8.c. Application Expiration - You can set the expiration date of the approved application. Select the option “No Expiration” or “Expires annually”.
9. Locate the "Publish" button positioned in the lower right corner of the application interface.
Once this application is live, volunteers for any event will need approval to participate. POINT automatically prompts all new volunteers to apply and manages their application status.
How do you add applications (see video):
How do you edit Applications?
1. Navigate to the People menu and select the Applications option to access the Application Details page.
2. Find the “Actions” button in the upper right corner, click and select the “ Edit” option.
3. You can update all application steps during editing. Click “Publish” to save your changes.
How do you delete an Application?
1. Navigate to the People menu and select the Applications option to access the Application Details page.
2. Find the “Actions” button in the upper right corner, click, and select the “Delete” option.
3. Please confirm your deletion action. This action cannot be undone, and you will permanently lose the results of the application.
You can't delete an application if there are submitted applications.
How can you unpublish an application?
If you want to temporarily hide applications and not require volunteers to complete applications when they try to join an organization or sign up for an event. You can unpublish an application without losing the current application results.
1. Navigate to the People menu and select the Applications option to access the Application Details page.
2. Find the “Actions” button in the upper right corner, click, and select the “Unpublish” option.
3. When the application is unpublished, the review results will be temporarily hidden from the admin.
The admin has the flexibility to republish the application at any time, and all previous results will be retained and visible.