Effective Welcome, Referral, and Placement Strategies

Effective Welcome, Referral, and Placement Strategies
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Enhance your organization's processes with these essential strategies for welcoming, referring, and placing individuals. Discover effective methods that can contribute to the overall success of your initiatives. Implementing these approaches can lead to positive outcomes and improved experiences for all stakeholders involved.

  • Strategies
  • Welcome
  • Referral
  • Placement
  • Organization

Uploaded on Feb 19, 2025 | 0 Views


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  1. WELCOME REFERRING & PLACING

  2. Todays Learning Objectives Assign volunteers manually and automatically Know when to use each method

  3. Two Methods Quickest Easiest Done via eRecruiter Requires setup

  4. Automatic Method Volunteers must be active!

  5. Manual Method X

  6. Connecting Opportunities to Volunteers

  7. Connecting Volunteers to Opportunities

  8. Viewing Requests and Assignments

  9. Conclusion Some tips and reminders: Assign from Volunteer, Opportunity and Calendar views Automatic assignments: select Automatically approved for the opportunity checkbox; review Opportunity Tab Data Entry My Website folder Use manual assignments for opportunities requiring background checks

  10. Thank You CONGRATULATIONS! Start this module again

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