Tag: volunteer onboarding

Is a volunteer onboarding bottleneck slowing down your impact?

Why your current roles and volunteer onboarding might be hitting a ceiling.

We are all familiar with the onboarding dance.

A volunteer signs up, then you email them for an ID.

Then you wait.

Then you realise you forgot to send the link for the induction meeting.

Then you have to manually move them into the verified column in your spreadsheet or update their status in your CRM once they finally send that photo.

It’s disconnected, manual, frustrating and prone to error and missed opportunities. Just as importantly, it’s one more time barrier to engage with your volunteers; they get bored, they change their minds, and you lose them and their potential!

It’s a lot of chasing, and frankly, a lot of friction.

We’ve been listening to our power users, and it’s clear: the way we manage the journey from “Interested” to “Active” needs to evolve. We’re working on something that turns that zig-zag process into a straight line.

No more disconnected processes, no more time-consuming checks, just straightforward, integrated actions that take your volunteer journeys from step 1 to completion in one place.

Keep an eye on this space. “Roles” as you know them are about to get a lot more… fluid.


If you’re not a TeamKinetic user but you’d like to be kept up to date with TeamKinetic updates, email alex@teamkinetic.co.uk and we’ll get you on our mailing list!

Screening Volunteers with TeamKinetic

When it comes to recruiting new volunteers, there are a range of factors to consider regarding safeguarding. Screening volunteers is essential to ensure they’re the right person for the job. This might include criminal checks and references, especially in an organisation such as a hospice.

Any good volunteer management software should facilitate these checks, making the process as efficient as possible.

Starting the Journey: Registration

So you have a volunteer ready and willing to give their time. But first, they need to register. Any good system should allow you to customise your volunteer registration forms to get the information you need. After all, every organisation is different – checks needed by one may not be needed by another. TeamKinetic allows you to create a range of custom questions to add to registration.

Not only this, but once the volunteer has registered you can add further questions for them to complete in their profile at any time.

Criminal Checks in TeamKinetic

Now you have your registered volunteer, you might want them to undergo a criminal check.
In TeamKinetic you can add details of a volunteer’s criminal check within their profile.

The system will then keep you updated on any checks that have expired or are due to expire soon – handy, right?

You can also filter volunteer searches by those who have been checked.

Managing References in TeamKinetic

So now you’ve got a volunteer who has undergone criminal checks and is ready to go. But wait – what about references?! In TeamKinetic, you can create your own reference forms. These can then be emailed to the referees given by volunteers, or filled in yourself. They’re then kept within the volunteer’s profile on your system.

Creating Reference Forms within TeamKinetic is easy. It’s all done within the system and you can add a range of question types, such as Yes/No, multiple choice, and free text.

Reference Forms can then be:
– Assigned to volunteers.
– Emailed to the referees.
– Completed manually on their behalf.

All completed reference forms will then be saved to the volunteer’s profile for future… well.. reference.

And there you have it – a volunteer who has gone through all necessary checks and is ready to go!


Do you need help screening volunteers?

Start a free trial with TeamKinetic to see if our system has the right tools for you. Starting a free trial is easy and only requires basic information such as your name and email. Just go to our website to get started.

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