Track volunteer onboarding
Link an existing person, save a checklist and review your team’s recorded progress.
Volunteers is available to authorized staff when selected for their church. Checklist entries record your team’s work; they do not verify credentials or clear someone to serve. Automatic reminders and volunteer emails are off.
1. Open the right campus
Sign in, choose your church and open Volunteers. An administrator selects the app in Explore apps within your plan and provides staff access to both Volunteers and People for the campus. Search existing profiles before creating another. Shared names and contact details stay in People.
2. Save a person-linked profile
Select Create volunteer profile. Choose Campus, use Find a person and select the existing active Person. Enter Ministry and optionally choose an eligible Coordinator. Select Create volunteer profile and reopen the saved profile. Person and campus stay fixed; a coordinator assignment does not grant account access or send a message.
3. Record checklist progress
Open Edit volunteer profile and select Add checklist item. Enter Requirement title, choose Requirement type and record Completion date when the task is done. Add Expiration date only when it applies. Select Save volunteer profile and reopen it to confirm the saved dates and Checklist progress. Use task titles, not private screening findings.
4. Keep the working list current
Use Search volunteers by name or ministry, Volunteer status, Checklist progress and Coordinator to find the next work. Assigned to me shows profiles coordinated by your account. Edit the profile to record Onboarding, Active or Paused. Archive volunteer profile retains the person link and checklist; Reopen volunteer profile returns it to Onboarding after confirmation.
5. Download and reopen saved work
From the filtered list, select Download batch CSV or Download batch JSON. Each batch includes up to 100 currently accessible profiles from that page position. Check the reported row count and completion; this is a current working summary, not a complete backup or fixed snapshot. Share downloads only with authorized staff.
If another editor saves first or a save is uncertain, copy any draft you need, confirm the recovery message and select Reload saved volunteer profile before editing again. If the profile becomes unavailable, ask your administrator to check current campus and People access. Reopen saved work before retrying an uncertain action.