Effective Welcome, Referral, and Placement Strategies
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.
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Presentation Transcript
WELCOME REFERRING & PLACING
Todays Learning Objectives Assign volunteers manually and automatically Know when to use each method
Two Methods Quickest Easiest Done via eRecruiter Requires setup
Automatic Method Volunteers must be active!
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
Thank You CONGRATULATIONS! Start this module again