How to Onboard & Offboard a Volunteer

Volunteer Onboarding


Onboarding Checklist

Click here to complete volunteer onboarding

  • Navigate to the Members screen
  • Select Email
  • Select the Volunteer Onboarding email
  • Send to the member

Volunteer Offboarding

Ensure you assign the checklist to the correct user.

By completing this checklist, an appreciation certificate will automatically generate, which can then be emailed to the user.

Offboarding Checklist

Click here to complete volunteer offboarding

  • Go to the Member screen
  • Locate the user
  • Click Email
  • Select the Volunteer Offboarding Email